Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: INVICTUS PRIVATE WEALTH LLC
  City: Denver
  State: CO
  Zip: 80206
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,126,308,000
  Total Value Change : $104,518,000
  Securities Held Change : 0
   
All Securities Held : 90
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 20
  Unchanged Positions : 3
  Decreased Positions : 65

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

   
Holdings Found : 2     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
   (TRV)1 Year Chart         TRV Travelers Companies Inc 86 New $216.54 $227,000 986 0.02% 227,000 986 0    Property & Casualty I...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 90 New $262.22 $203,000 781 0.02% 203,000 781 0    Closed - End Fund - E...

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