Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: NorthLanding Financial Partners LLC
  City: ROCHESTER
  State: NY
  Zip: 14625
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $91,906,000
  Total Value Change : $7,394,000
  Securities Held Change : 2
   
All Securities Held : 35
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 10
  Unchanged Positions : 6
  Decreased Positions : 16

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (VCRB)1 Year Chart         VCRB Vanguard Core Bond ETF 5 New $0.00 $5,278,000 68,998 5.74% 5,278,000 68,998 0.767    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 11 New $76.29 $1,904,000 24,836 2.07% 1,904,000 24,836 0.005    Closed - End Fund - E...
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 35 New $127.90 $206,000 1,561 0.22% 206,000 1,561 0.003    Closed - End Fund - E...

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