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Company Main View
Name:
Warther Private Wealth LLC
City:
AKRON
State:
OH
Zip:
44313
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$224,018,000
Total Value Change :
$45,369,000
Securities Held Change :
13
All Securities Held :
57
New Positions
:
12
Closed Positions
:
2
Increased Positions
:
18
Unchanged Positions
:
4
Decreased Positions
:
23
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Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
PXD
Pioneer Natural Resources Co
59
Closed
$275.32
$0
0
0%
-252,000
-1,121
0
Independent Oil & Gas
XLI
SPDR Industrial Sector
58
Closed
$123.51
$0
0
0%
-228,000
-2,000
0
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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