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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
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
PFM
Invesco Dividend Achievers ...
145
-
$42.85
$355,000
8,349
0.13%
22,000
0
0.06
Closed - End Fund - Debt
AMAT
Applied Materials Inc
178
-
$218.15
$266,000
1,290
0.1%
57,000
0
0
Semiconductor Equipme...
2
Records Found
1
Page 1 of 1
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