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Company Main View
Name:
Boomfish Wealth Group LLC
City:
ALPHARETTA
State:
GA
Zip:
30004
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$148,614,000
Total Value Change :
$10,062,000
Securities Held Change :
4
All Securities Held :
87
New Positions
:
6
Closed Positions
:
2
Increased Positions
:
32
Unchanged Positions
:
3
Decreased Positions
:
46
Download
Free Registration Required For Full Results
Holdings Found :
3
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
FISV
Fiserv Inc
80
-
$149.76
$268,000
1,678
0.18%
45,000
0
0
Business Software & S...
SPY
Standard & Poors Depository...
82
-
$527.37
$259,000
496
0.17%
23,000
0
0
Closed - End Fund - E...
CP
Canadian Pacific Railway Li...
83
-
$79.36
$254,000
2,884
0.17%
26,000
0
0
Railroads
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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