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Company Main View
Name:
Keyes Stange & Wooten Wealth Management LLC
City:
Palm Coast
State:
FL
Zip:
32137
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$113,542,000
Total Value Change :
$19,397,000
Securities Held Change :
6
All Securities Held :
63
New Positions
:
9
Closed Positions
:
3
Increased Positions
:
22
Unchanged Positions
:
9
Decreased Positions
:
23
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
SPY
Standard & Poors Depository...
66
Closed
$529.44
$0
0
0%
-260,000
-547
0
Closed - End Fund - E...
TSLY
Yieldmax Tsla Option Income...
65
Closed
$15.32
$0
0
0%
-193,000
-16,210
0
N/A
SDY
streetTRACKS Series Trust -...
64
Closed
$129.52
$0
0
0%
-1,374,000
-10,998
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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