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Company Main View
Name:
MN Wealth Advisors LLC
City:
OVERLAND PARK
State:
KS
Zip:
66211
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$161,583,000
Total Value Change :
$16,454,000
Securities Held Change :
3
All Securities Held :
90
New Positions
:
7
Closed Positions
:
4
Increased Positions
:
36
Unchanged Positions
:
9
Decreased Positions
:
38
Download
Free Registration Required For Full Results
Holdings Found :
4
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
PODD
Insulet Corp
92
Closed
$173.42
$0
0
0%
-288,000
-1,327
0
Medical Instruments &...
TSLA
Tesla Motors Inc
91
Closed
$177.81
$0
0
0%
-253,000
-1,017
0
Auto Manufacturers
JEPI
Jpmorgan Equity Premium Inc...
90
Closed
$0.00
$0
0
0%
-770,000
-14,010
0
N/A
DIS
Walt Disney Co
89
Closed
$103.91
$0
0
0%
-203,000
-2,252
0
Entertainment - Diver...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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