Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Fonville Wealth Management LLC
City:
RICHMOND
State:
VA
Zip:
23229
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$225,724,000
Total Value Change :
$37,234,000
Securities Held Change :
8
All Securities Held :
94
New Positions
:
12
Closed Positions
:
4
Increased Positions
:
56
Unchanged Positions
:
9
Decreased Positions
:
17
Download
Free Registration Required For Full Results
Holdings Found :
3
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
MCD
McDonalds Corp
98
Closed
$253.51
$0
0
0%
-202,000
-682
0
Restaurants
CMCSA
Comcast Corp
97
Closed
$37.31
$0
0
0%
-330,000
-7,536
0
CATV Systems
DFLV
Dfa Dimensional Us Large Ca...
96
Closed
$0.00
$0
0
0%
-202,000
-7,450
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us