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Company Main View
Name:
Significant Wealth Partners LLC
City:
Cary
State:
IL
Zip:
60013
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$152,387,000
Total Value Change :
$14,985,000
Securities Held Change :
2
All Securities Held :
149
New Positions
:
60
Closed Positions
:
56
Increased Positions
:
52
Unchanged Positions
:
2
Decreased Positions
:
35
Download
Free Registration Required For Full Results
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
USM
United States Cellular Corp
30
-
$43.68
$1,686,000
46,182
1.11%
-232,000
0
0.087
Wireless Communications
ARKK
Ark Innovation ETF
137
-
$44.99
$228,000
4,559
0.15%
-11,000
0
0.004
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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