Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Alliance Wealth Advisors LLC /UT
  City: Bountiful
  State: UT
  Zip: 84010
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $335,295,000
  Total Value Change : $37,570,000
  Securities Held Change : 0
   
All Securities Held : 230
  New Positions : 16
  Closed Positions : 16
  Increased Positions : 154
  Unchanged Positions : 3
  Decreased Positions : 57

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

    
Holdings Found : 16     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
   (EXPO)1 Year Chart         EXPO Exponent Inc 234 Closed $95.38 $0 0 0% -431,000 -4,896 0    Management Services
   (GNMA)1 Year Chart         GNMA Ishares Barclays Gnma Bond ... 240 Closed $42.37 $0 0 0% -1,072,000 -24,232 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 233 Closed $61.58 $0 0 0% -2,788,000 -45,406 0    N/A
   (WNS)1 Year Chart         WNS WNS Holdings Ltd 239 Closed $51.81 $0 0 0% -352,000 -5,563 0    Business Services
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 245 Closed $106.69 $0 0 0% -4,091,000 -36,969 0    Closed - End Fund - E...
   (SUI)1 Year Chart         SUI Sun Communities Inc 232 Closed $118.30 $0 0 0% -261,000 -1,954 0    REIT - Housing/Apartm...
   (DIOD)1 Year Chart         DIOD Diodes Inc 238 Closed $72.43 $0 0 0% -287,000 -3,561 0    Semiconductor - Integ...
   (MCHI)1 Year Chart         MCHI Ishares Msci China Index Fund 244 Closed $45.05 $0 0 0% -2,409,000 -59,136 0    N/A
   (RGLD)1 Year Chart         RGLD Royal Gold Inc 231 Closed $128.68 $0 0 0% -227,000 -1,878 0    Gold
   (BCE)1 Year Chart         BCE BCE Inc (USA) 237 Closed $33.79 $0 0 0% -1,707,000 -43,355 0    Telecom Services - Do...
   (PZZA)1 Year Chart         PZZA Papa Johns International Inc 243 Closed $47.29 $0 0 0% -313,000 -4,110 0    Restaurants
   (MKTX)1 Year Chart         MKTX MarketAxess Holdings Inc 230 Closed $214.49 $0 0 0% -644,000 -2,198 0    Investment Brokerage ...
   (DFJ)1 Year Chart         DFJ WisdomTree Trust Japan Smal... 236 Closed $76.34 $0 0 0% -1,618,000 -21,600 0    Closed - End Fund - E...
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 242 Closed $52.61 $0 0 0% -295,000 -3,610 0    N/A
   (EJAN)1 Year Chart         EJAN Innovator Msci Emerging Mar... 235 Closed $0.00 $0 0 0% -4,243,000 -147,981 0    N/A
   (IFF)1 Year Chart         IFF International Flavors & Fra... 241 Closed $94.47 $0 0 0% -396,000 -4,895 0    Specialty Chemicals
      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us