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Company Main View
Name:
Kiely Wealth Advisory Group Inc.
City:
OAK RIDGE
State:
NC
Zip:
27310
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$175,668,000
Total Value Change :
$2,752,000
Securities Held Change :
18
All Securities Held :
285
New Positions
:
22
Closed Positions
:
4
Increased Positions
:
31
Unchanged Positions
:
218
Decreased Positions
:
14
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
AMD
Advanced Micro Devices Inc
277
Closed
$167.87
$0
0
0%
-38,000
-210
0
Semiconductor- Broad...
LI
Li Auto Inc
276
Closed
$20.08
$0
0
0%
-21,000
-53
0
N/A
DIA
Diamonds Trust
275
Closed
$388.49
$0
0
0%
-110,000
-289
0
Closed - End Fund - E...
SPHQ
Powershares S&P 500 High Q
274
Closed
$62.61
$0
0
0%
-765,000
-13,601
0
Closed - End Fund - Debt
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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