Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Bennett Associates Wealth Management
City:
Butler
State:
PA
Zip:
16001
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$110,770,000
Total Value Change :
$8,259,000
Securities Held Change :
0
All Securities Held :
38
New Positions
:
4
Closed Positions
:
4
Increased Positions
:
22
Unchanged Positions
:
0
Decreased Positions
:
12
Download
Free Registration Required For Full Results
Holdings Found :
4
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
ADI
Analog Devices Inc
39
Closed
$234.77
$0
0
0%
-391,000
-1,969
0
Semiconductor- Broad...
RTX
RTX Corp
42
Closed
$101.02
$0
0
0%
-378,000
-4,490
0
Conglomerates
PG
Procter & Gamble Co
41
Closed
$167.06
$0
0
0%
-465,000
-3,170
0
Cleaning Products
CB
Chubb Ltd (ACE Ltd)
40
Closed
$267.22
$0
0
0%
-348,000
-1,540
0
Property & Casualty I...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us