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Company Main View
Name:
EnRich Financial Partners LLC
City:
Madison
State:
WI
Zip:
53719
Achive data
View Filing Period:
Current Quarter
2023-12-31
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
Download
Free Registration Required For Full Results
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
ProShares Trust
196
Closed
$10.02
$0
0
0%
-71,000
-13,936
0
Closed - End Fund - Debt
RWM
ProShares Short Russell2000
201
Closed
$21.23
$0
0
0%
-552,000
-26,186
0
Closed - End Fund - Debt
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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