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  Name: Grunden Financial Advisory Inc.
  City: DENTON
  State: TX
  Zip: 76201
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,036,000
  Total Value Change : $10,074,000
  Securities Held Change : -1
   
All Securities Held : 24
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 14
  Unchanged Positions : 2
  Decreased Positions : 7

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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged 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
   (INTU)1 Year Chart         INTU Intuit Inc 18 - $576.44 $321,000 494 0.17% 12,000 0 0    Application Software
   (TRI)1 Year Chart         TRI Thomson Reuters Corp 22 - $172.11 $247,000 1,582 0.13% 16,000 0 0    Business Services

      2 Records Found
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