Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: WALDEN WEALTH PARTNERS LLC
  City: BEACHWOOD
  State: OH
  Zip: 44122
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $172,287,000
  Total Value Change : $13,490,000
  Securities Held Change : 8
   
All Securities Held : 92
  New Positions : 10
  Closed Positions : 2
  Increased Positions : 18
  Unchanged Positions : 50
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Decreased 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
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $423.85 $19,634,000 46,986 11.4% 1,889,000 -203 0.001    Application Software
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 10 - $25.84 $5,132,000 202,465 2.98% 130,000 -2,385 0.022    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 16 - $175.95 $2,692,000 17,716 1.56% 104,000 -650 0    Search Engines & Info...
   (PG)1 Year Chart         PG Procter & Gamble Co 17 - $167.06 $2,540,000 16,341 1.47% -41,000 -1,270 0.001    Cleaning Products
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 21 - $49.93 $1,562,000 31,168 0.91% -211,000 -3,553 0.002    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 22 - $59.95 $1,311,000 21,681 0.76% 14,000 -67 0.024    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 30 - $0.00 $975,000 39,252 0.57% -8,000 -1,505 0.007    N/A
   (JCPB)1 Year Chart         JCPB Jpmorgan Core Plus Bond Etf 32 - $0.00 $867,000 18,759 0.5% -45,000 -606 0.021    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 42 - $70.09 $582,000 8,250 0.34% 34,000 -8 0.004    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 43 - $190.24 $565,000 3,084 0.33% -436,000 -757 0.001    Aerospace/Defense - M...
   (URI)1 Year Chart         URI United Rentals Inc 57 - $643.40 $369,000 532 0.21% 54,000 -18 0.001    Rental & Leasing Serv...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 73 - $71.72 $272,000 3,780 0.16% -8,000 -28 0    Closed - End Fund - E...
   (AMT)1 Year Chart         AMT American Tower Corp 74 - $194.26 $259,000 1,359 0.15% -49,000 -69 0    Integrated Telecommun...
   (FDRV)1 Year Chart         FDRV Fidelity Electric Vehicles ... 91 - $0.00 $171,000 12,185 0.1% -142,000 -6,115 0.673    N/A
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us