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Company Main View
Name:
Client First Investment Management LLC
City:
West Bend
State:
WI
Zip:
53095
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$125,950,000
Total Value Change :
$22,966,000
Securities Held Change :
-1
All Securities Held :
22
New Positions
:
10
Closed Positions
:
11
Increased Positions
:
5
Unchanged Positions
:
2
Decreased Positions
:
5
Download
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
MSFT
Microsoft Corp
10
-
$415.13
$1,851,000
4,400
1.47%
196,000
0
0
Application Software
V
Visa Inc
20
-
$272.46
$283,000
1,015
0.22%
19,000
0
0
Business Services
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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