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Company Main View
Name:
Rockline Wealth Management LLC
City:
Plainview
State:
NY
Zip:
11803
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$286,082,000
Total Value Change :
$45,332,000
Securities Held Change :
5
All Securities Held :
93
New Positions
:
7
Closed Positions
:
2
Increased Positions
:
64
Unchanged Positions
:
11
Decreased Positions
:
11
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
AEVA
Aeva Technologies, Inc
95
Closed
$3.41
$0
0
0%
-8,000
-11,046
0
N/A
USB
US Bancorp Delaware
94
Closed
$40.53
$0
0
0%
-1,833,000
-42,360
0
Domestic Regional Banks
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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