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Company Main View
Name:
Avid Wealth Partners LLC
City:
SAN ANTONIO
State:
TX
Zip:
78257
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$124,490,000
Total Value Change :
$23,607,000
Securities Held Change :
8
All Securities Held :
38
New Positions
:
13
Closed Positions
:
5
Increased Positions
:
8
Unchanged Positions
:
2
Decreased Positions
:
15
Download
Free Registration Required For Full Results
Holdings Found :
5
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
TJX
TJX Companies Inc
41
Closed
$108.26
$0
0
0%
-200,000
-2,137
0
Discount, Variety Stores
CRM
Salesforce.com Inc
40
Closed
$229.03
$0
0
0%
-236,000
-898
0
Internet Software & S...
PANW
Palo Alto Networks Inc
39
Closed
$319.66
$0
0
0%
-201,000
-681
0
Networking & Communic...
VEU
Vanguard FTSE All-World ETF
43
Closed
$57.31
$0
0
0%
-226,000
-4,021
0
Closed - End Fund - F...
NFLX
Netflix Inc
42
Closed
$653.26
$0
0
0%
-223,000
-457
0
Music & Video Stores
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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