Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Mosley Wealth Management
City:
ANAHEIM
State:
CA
Zip:
92806
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$106,550,000
Total Value Change :
$5,141,000
Securities Held Change :
3
All Securities Held :
95
New Positions
:
11
Closed Positions
:
8
Increased Positions
:
21
Unchanged Positions
:
3
Decreased Positions
:
60
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
PH
Parker Hannifin Corp
39
-
$523.00
$638,000
1,148
0.6%
109,000
0
0.001
Industrial Equipment ...
MMC
Marsh & McLennan Companies Inc
60
-
$209.82
$419,000
2,035
0.39%
33,000
0
0
Insurance Brokers
XYL
Xylem Inc.
64
-
$138.52
$404,000
3,127
0.38%
46,000
0
0
Diversified Machinery
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us