Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: FSM Wealth Advisors LLC
  City: CLEVELAND
  State: OH
  Zip: 44122
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $281,607,000
  Total Value Change : $46,450,000
  Securities Held Change : 12
   
All Securities Held : 166
  New Positions : 19
  Closed Positions : 8
  Increased Positions : 84
  Unchanged Positions : 8
  Decreased Positions : 55

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XSD)1 Year Chart         XSD streetTRACKS Series Trust -... 169 Closed $249.21 $0 0 0% -373,000 -1,659 0    Closed - End Fund - E...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 168 Closed $29.54 $0 0 0% -203,000 -2,658 0    Medical Appliances & ...
   (AVB)1 Year Chart         AVB AvalonBay Communities 174 Closed $198.27 $0 0 0% -243,000 -1,300 0    REIT - Housing/Apartm...
   (TTWO)1 Year Chart         TTWO Take-Two Interactive 167 Closed $165.67 $0 0 0% -237,000 -1,475 0    Technical & System So...
   (CMA)1 Year Chart         CMA Comerica Inc 173 Closed $48.50 $0 0 0% -226,000 -4,058 0    Domestic Regional Banks
   (INTC)1 Year Chart         INTC Intel Corp 172 Closed $30.42 $0 0 0% -228,000 -4,529 0    Semiconductor- Broad...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 171 Closed $0.00 $0 0 0% -263,000 -3,740 0    N/A
   (QLYS)1 Year Chart         QLYS Qualys, Inc. 170 Closed $135.12 $0 0 0% -234,000 -1,190 0    Application Software

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results