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  Name: GREENWICH WEALTH MANAGEMENT LLC
  City: GREENWICH
  State: CT
  Zip: 06830
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,012,479,000
  Total Value Change : $66,135,000
  Securities Held Change : 5
   
All Securities Held : 233
  New Positions : 12
  Closed Positions : 9
  Increased Positions : 93
  Unchanged Positions : 45
  Decreased Positions : 83

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Holdings Found : 8     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
   (VLY)1 Year Chart         VLY Valley National Bancorp 237 Closed $7.30 $0 0 0% -96,000 -11,182 0    Domestic Regional Banks
   (USL)1 Year Chart         USL United States 12 Month Oil ... 236 Closed $38.90 $0 0 0% -229,000 -5,714 0    N/A
   (TRUE)1 Year Chart         TRUE Truecar, Inc. 242 Closed $2.70 $0 0 0% -104,000 -50,000 0    Internet Service Prov...
   (BST)1 Year Chart         BST Blackrock Science & Technol... 234 Closed $34.82 $0 0 0% -270,000 -8,609 0    N/A
   (ARR)1 Year Chart         ARR Armour Residential Reit, Inc. 241 Closed $4.25 $0 0 0% -96,000 -22,501 0    REIT - Diversified
   (OIH)1 Year Chart         OIH VANECK Vectors Oil Services... 240 Closed $308.43 $0 0 0% -205,000 -593 0    Closed - End Fund - E...
   (HOOD)1 Year Chart         HOOD Robinhood Markets, Inc. 239 Closed $16.65 $0 0 0% -269,000 -27,371 0    N/A
   (AFB)1 Year Chart         AFB AllianceBernstein National ... 238 Closed $10.54 $0 0 0% -223,000 -23,875 0    Closed - End Fund - Debt

      8 Records Found
  1    
Page 1 of 1
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