Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Rollins Financial Advisors LLC
  City: ATLANTA
  State: GA
  Zip: 30326
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $530,902,000
  Total Value Change : $52,074,000
  Securities Held Change : 23
   
All Securities Held : 120
  New Positions : 25
  Closed Positions : 2
  Increased Positions : 54
  Unchanged Positions : 14
  Decreased Positions : 27

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

   
Holdings Found : 2     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
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 122 Closed $0.00 $0 0 0% -284,000 -5,660 0    N/A
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 121 Closed $26.87 $0 0 0% -251,000 -10,131 0    N/A

      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results