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Company Main View
Name:
FinDec Wealth Services Inc.
City:
Stockton
State:
CA
Zip:
95207
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$159,098,000
Total Value Change :
$9,446,000
Securities Held Change :
0
All Securities Held :
43
New Positions
:
2
Closed Positions
:
2
Increased Positions
:
13
Unchanged Positions
:
3
Decreased Positions
:
25
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
IBIT
iShares Bitcoin Trust
35
New
$40.67
$663,000
16,383
0.42%
663,000
16,383
0.182
N/A
BRK.B
Berkshire Hathaway B
42
New
$409.85
$201,000
478
0.13%
201,000
478
0
Property & Casualty I...
2
Records Found
1
Page 1 of 1
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Summary:
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