Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Keyes Stange & Wooten Wealth Management LLC
  City: Palm Coast
  State: FL
  Zip: 32137
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
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)1 Year Chart         SPY Standard & Poors Depository... 66 Closed $529.44 $0 0 0% -260,000 -547 0    Closed - End Fund - E...
   (TSLY)1 Year Chart         TSLY Yieldmax Tsla Option Income... 65 Closed $15.32 $0 0 0% -193,000 -16,210 0    N/A
   (SDY)1 Year Chart         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
Free Registration Required For Full Results