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  Name: EnRich Financial Partners LLC
  City: Madison
  State: WI
  Zip: 53719
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $266,978,000
  Total Value Change : $27,285,000
  Securities Held Change : 152
   
All Securities Held : 203
  New Positions : 155
  Closed Positions : 3
  Increased Positions : 23
  Unchanged Positions : 6
  Decreased Positions : 19

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Holdings Found : 3     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
   (SSG)1 Year Chart         SSG ProShares Trust 196 Closed $10.02 $0 0 0% -71,000 -13,936 0    Closed - End Fund - Debt
   (RWM)1 Year Chart         RWM ProShares Short Russell2000 201 Closed $21.23 $0 0 0% -552,000 -26,186 0    Closed - End Fund - Debt
   (SH)1 Year Chart         SH ProShares Short S&P500 200 Closed $11.81 $0 0 0% -783,000 -60,277 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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