Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Savvy Advisors Inc.
  City: NEW YORK
  State: NY
  Zip: 10003
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $173,490,000
  Total Value Change : $70,473,000
  Securities Held Change : 66
   
All Securities Held : 223
  New Positions : 71
  Closed Positions : 5
  Increased Positions : 95
  Unchanged Positions : 15
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FJUL)1 Year Chart         FJUL Ft Cboe Vest U.S. Equity Bu... 225 Closed $0.00 $0 0 0% -238,000 -5,715 0    N/A
   (REET)1 Year Chart         REET Ishares Global Reit 224 Closed $23.17 $0 0 0% -279,000 -11,539 0    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 223 Closed $120.62 $0 0 0% -201,000 -1,539 0    Asset Management
   (FOCT)1 Year Chart         FOCT Ft Cboe Vest Us Equity Buff... 227 Closed $0.00 $0 0 0% -208,000 -5,340 0    N/A
   (AFRM)1 Year Chart         AFRM Affirm Holdings, Inc. 226 Closed $0.00 $0 0 0% -202,000 -4,104 0    N/A

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results