Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Eley Financial Management Inc
City:
SOUTH BURLINGTON
State:
VT
Zip:
05403
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 :
$232,226,000
Total Value Change :
$18,845,000
Securities Held Change :
0
All Securities Held :
68
New Positions
:
6
Closed Positions
:
6
Increased Positions
:
24
Unchanged Positions
:
3
Decreased Positions
:
35
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
MUB
iShares S&P National Munici...
57
-
$105.58
$884,000
8,220
0.38%
-7,000
0
0.001
Closed - End Fund - E...
XLV
SPDR Select Sector Health
60
-
$141.63
$514,000
3,476
0.22%
40,000
0
0
Closed - End Fund - E...
QCLN
First Trust NASDAQ Clean Ed...
66
-
$37.89
$212,000
6,127
0.09%
-46,000
0
0.033
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us