Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SMITH & HOWARD WEALTH MANAGEMENT, LLC
  City: ATLANTA
  State: GA
  Zip: 30363
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $323,425,000
  Total Value Change : $40,626,000
  Securities Held Change : 5
   
All Securities Held : 76
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 24
  Unchanged Positions : 21
  Decreased Positions : 27

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

   
Holdings Found : 4     View All Holdings Currently Viewing:  New 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
   (AHLT)1 Year Chart         AHLT American Beacon Ahl Trend Etf 29 New $0.00 $1,837,000 75,598 0.57% 1,837,000 75,598 0.84    N/A
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 32 New $57.77 $1,394,000 23,534 0.43% 1,394,000 23,534 0.009    N/A
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 74 New $324.72 $225,000 750 0.07% 225,000 750 0    Diversified Machinery
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 76 New $100.96 $218,000 2,160 0.07% 218,000 2,160 0.001    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results