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Company Main View
Name:
Quotient Wealth Partners LLC
City:
HOUSTON
State:
TX
Zip:
77056
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$2,800,486,000
Total Value Change :
$221,935,000
Securities Held Change :
14
All Securities Held :
293
New Positions
:
40
Closed Positions
:
26
Increased Positions
:
99
Unchanged Positions
:
2
Decreased Positions
:
152
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
HTLF
Heartland Financial USA Inc
166
-
$43.07
$513,000
14,599
0.02%
-36,000
0
0.04
Savings & Loans
SAIC
Science Applications Intern...
240
-
$133.10
$282,000
2,161
0.01%
13,000
0
0.004
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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