Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Aspen Wealth Strategies LLC
  City: ARVADA
  State: CO
  Zip: 80002
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $144,800,000
  Total Value Change : $7,265,000
  Securities Held Change : -2
   
All Securities Held : 76
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 22
  Unchanged Positions : 12
  Decreased Positions : 38

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

   
Holdings Found : 6     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
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 81 Closed $353.04 $0 0 0% -241,000 -775 0    Closed - End Fund - E...
   (IAT)1 Year Chart         IAT iShares Dow Jones U.S. Regi... 80 Closed $40.74 $0 0 0% -548,000 -13,088 0    Closed - End Fund - E...
   (BAB)1 Year Chart         BAB Invesco Taxable Municipal B... 79 Closed $26.25 $0 0 0% -368,000 -13,665 0    N/A
   (C)1 Year Chart         C Citigroup Inc 78 Closed $63.82 $0 0 0% -353,000 -6,859 0    Domestic Money Center...
   (MLPX)1 Year Chart         MLPX Global X Mlp And Energy Inf... 77 Closed $7.73 $0 0 0% -251,000 -5,630 0    N/A
   (TGT)1 Year Chart         TGT Target Corp 76 Closed $143.27 $0 0 0% -279,000 -1,958 0    Discount, Variety Stores

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