Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Ratio Wealth Group
  City: DENVER
  State: CO
  Zip: 80218
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $536,923,000
  Total Value Change : $74,763,000
  Securities Held Change : 6
   
All Securities Held : 79
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 38
  Unchanged Positions : 14
  Decreased Positions : 21

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

   
Holdings Found : 5     View All Holdings Currently Viewing:  New 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
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 32 New $49.62 $3,484,000 68,860 0.65% 3,484,000 68,860 0.004    N/A
   (ARKB)1 Year Chart         ARKB ARK 21Shares Bitcoin ETF 66 New $0.00 $311,000 4,384 0.06% 311,000 4,384 0.049    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 69 New $827.94 $268,000 265 0.05% 268,000 265 0.001    Networking & Communic...
   (OKE)1 Year Chart         OKE ONEOK Inc 75 New $79.94 $207,000 2,576 0.04% 207,000 2,576 0.001    Gas Utilities
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 76 New $199.33 $205,000 1,025 0.04% 205,000 1,025 0    Domestic Money Center...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results