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Company Main View
Name:
Forza Wealth Management LLC
City:
SARASOTA
State:
FL
Zip:
34231
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 :
$192,256,000
Total Value Change :
$11,021,000
Securities Held Change :
5
All Securities Held :
172
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
15
Unchanged Positions
:
101
Decreased Positions
:
51
Download
Free Registration Required For Full Results
Holdings Found :
3
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
ADM
Archer Daniels Midland Co
175
Closed
$62.44
$0
0
0%
-1,310,000
-18,136
0
Food - Major Diversified
FLNG
Flex Lng Ord Shs
174
Closed
$0.00
$0
0
0%
-210,000
-7,240
0
N/A
SNOW
Snowflake Inc.
173
Closed
$136.18
$0
0
0%
-234,000
-1,177
0
N/A
3
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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