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Company Main View
Name:
Talisman Wealth Advisors LLC
City:
MOUNTAINSIDE
State:
NJ
Zip:
07092
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 :
$79,544,000
Total Value Change :
$12,119,000
Securities Held Change :
6
All Securities Held :
90
New Positions
:
7
Closed Positions
:
2
Increased Positions
:
44
Unchanged Positions
:
4
Decreased Positions
:
35
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Free Registration Required For Full Results
Holdings Found :
2
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
MDT
Medtronic Plc
92
Closed
$81.37
$0
0
0%
-208,000
-2,520
0
Medical Appliances & ...
PFE
Pfizer Inc
91
Closed
$28.66
$0
0
0%
-217,000
-7,523
0
Drug Manufacturers - ...
2
Records Found
1
Page 1 of 1
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Summary:
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