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Company Main View
Name:
Northern Financial Advisors Inc
City:
BLOOMFIELD HILLS
State:
MI
Zip:
48304
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 :
$128,104,000
Total Value Change :
$9,311,000
Securities Held Change :
0
All Securities Held :
114
New Positions
:
1
Closed Positions
:
4
Increased Positions
:
38
Unchanged Positions
:
18
Decreased Positions
:
57
Download
Free Registration Required For Full Results
Holdings Found :
4
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
DFAT
Dimensional U S Targeted Va...
118
Closed
$52.40
$0
0
0%
-225,000
-4,293
0
N/A
IWN
iShares Russell 2000 Value
117
Closed
$152.71
$0
0
0%
-341,000
-2,193
0
Closed - End Fund - E...
CHTR
Charter Communications Inc
116
Closed
$275.06
$0
0
0%
-319,000
-820
0
CATV Systems
DTE
DTE Energy Co
115
Closed
$112.63
$0
0
0%
-392,000
-3,560
0
Electric Utilities
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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