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Company Main View
Name:
Berry Wealth Group LP
City:
GRANBURY
State:
TX
Zip:
76048
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$120,536,000
Total Value Change :
$11,833,000
Securities Held Change :
28
All Securities Held :
84
New Positions
:
28
Closed Positions
:
0
Increased Positions
:
16
Unchanged Positions
:
1
Decreased Positions
:
39
Download
Free Registration Required For Full Results
Holdings Found :
1
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
SPY
Standard & Poors Depository...
49
-
$529.44
$300,000
573
0.25%
28,000
0
0
Closed - End Fund - E...
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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