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  Name: Commonwealth Retirement Investments LLC
  City: RICHMOND
  State: VA
  Zip: 23235
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $209,443,000
  Total Value Change : $20,692,000
  Securities Held Change : -3
   
All Securities Held : 80
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 49
  Unchanged Positions : 5
  Decreased Positions : 19

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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged 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
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 59 - $237.20 $725,000 2,984 0.35% 112,000 0 0.001    Drugs Wholesale
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 63 - $43.68 $670,000 13,376 0.32% -31,000 0 0.012    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 65 - $367.33 $564,000 1,674 0.27% 56,000 0 0.001    Closed - End Fund - E...
   (DIA)1 Year Chart         DIA Diamonds Trust 77 - $389.14 $214,000 538 0.1% 11,000 0 0.001    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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