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Company Main View
Name:
United Advisor Group LLC
City:
CINCINNATI
State:
OH
Zip:
45215
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$266,086,000
Total Value Change :
$182,968,000
Securities Held Change :
155
All Securities Held :
210
New Positions
:
159
Closed Positions
:
4
Increased Positions
:
27
Unchanged Positions
:
2
Decreased Positions
:
22
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
IWB
ishares trust Russell 1000
213
Closed
$290.85
$0
0
0%
-245,000
-933
0
Closed - End Fund - E...
VIG
Vanguard Dividend Appreciat...
212
Closed
$183.48
$0
0
0%
-366,000
-2,138
0
Closed - End Fund - Debt
BIV
Vanguard Intermediate-Term ...
211
Closed
$74.49
$0
0
0%
-204,000
-526
0
Closed - End Fund - Debt
LULU
Lululemon Athletica Inc
210
Closed
$299.63
$0
0
0%
-515,000
-1,005
0
Textile - Apparel Clo...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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