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  Name: Wealth Group Ltd
  City: EDEN PRAIRIE
  State: MN
  Zip: 55344
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $324,834,000
  Total Value Change : $22,125,000
  Securities Held Change : 1
   
All Securities Held : 61
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 23
  Unchanged Positions : 13
  Decreased Positions : 23

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Holdings Found : 1     View All Holdings Currently Viewing:  New 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
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 47 New $97.92 $292,000 3,036 0.09% 292,000 3,036 0    Closed - End Fund - E...

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