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Company Main View
Name:
Sherrill & Hutchins Financial Advisory Inc
City:
ATLANTA
State:
GA
Zip:
30327
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$109,823,000
Total Value Change :
$3,418,000
Securities Held Change :
-2
All Securities Held :
8
New Positions
:
0
Closed Positions
:
2
Increased Positions
:
2
Unchanged Positions
:
4
Decreased Positions
:
2
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
VEA
Vanguard Europe Pacific ETF
10
Closed
$49.56
$0
0
0%
-345,000
-7,196
0
Closed - End Fund - F...
HTRB
Hartford Total Return Bond Etf
9
Closed
$0.00
$0
0
0%
-362,000
-10,648
0
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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