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  Name: Darden Wealth Group Inc
  City: ANN ARBOR
  State: MI
  Zip: 48104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $127,577,000
  Total Value Change : $23,571,000
  Securities Held Change : 5
   
All Securities Held : 107
  New Positions : 13
  Closed Positions : 8
  Increased Positions : 41
  Unchanged Positions : 22
  Decreased Positions : 31

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (ICU)1 Year Chart         ICU Seastar Medical Holding Ord... 113 Closed $0.22 $0 0 0% -42,000 -95,378 0    N/A
   (NGG)1 Year Chart         NGG National Grid Transco Plc (... 112 Closed $56.50 $0 0 0% -438,000 -6,336 0    Foreign Utilities
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 111 Closed $169.66 $0 0 0% -221,000 -1,120 0    Drugs - Generic
   (BSCU)1 Year Chart         BSCU Invesco Bulletshares 2030 C... 109 Closed $0.00 $0 0 0% -200,000 -12,000 0    N/A
   (BSCV)1 Year Chart         BSCV Invesco Bulletshares 2031 C... 108 Closed $0.00 $0 0 0% -197,000 -12,000 0    N/A
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 115 Closed $96.07 $0 0 0% -484,000 -4,700 0    Closed - End Fund - E...
   (LIN)1 Year Chart         LIN Linde Plc 114 Closed $440.02 $0 0 0% -411,000 -1,000 0    N/A

      7 Records Found
  1    
Page 1 of 1
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