Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Abacus Wealth Partners LLC
  City: SANTA MONICA
  State: CA
  Zip: 90401
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $596,117,000
  Total Value Change : $3,775,000
  Securities Held Change : 13
   
All Securities Held : 89
  New Positions : 19
  Closed Positions : 6
  Increased Positions : 38
  Unchanged Positions : 7
  Decreased Positions : 25

                  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
   (NKE)1 Year Chart         NKE Nike Inc B 89 Closed $95.72 $0 0 0% -1,317,000 -12,126 0    Textile - Apparel Foo...
   (FB)1 Year Chart         FB Meta Platforms Inc 94 Closed $493.76 $0 0 0% -259,000 -732 0    Internet Service Prov...
   (ABT)1 Year Chart         ABT Abbott Laboratories 93 Closed $104.27 $0 0 0% -207,000 -1,884 0    Drug Manufacturers - ...
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 92 Closed $45.43 $0 0 0% -5,260,000 -113,450 0    Closed - End Fund - Debt
   (BA)1 Year Chart         BA Boeing Co 91 Closed $191.42 $0 0 0% -269,000 -1,033 0    Aerospace/Defense - M...
   (VOTE)1 Year Chart         VOTE Engine No 1 Transform 500 Etf 90 Closed $62.43 $0 0 0% -501,000 -9,008 0    N/A

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