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Company Main View
Name:
Diversified Portfolios Inc.
City:
Bloomfield Hills
State:
MI
Zip:
48304
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$635,532,000
Total Value Change :
$105,341,000
Securities Held Change :
9
All Securities Held :
124
New Positions
:
9
Closed Positions
:
3
Increased Positions
:
46
Unchanged Positions
:
16
Decreased Positions
:
53
Download
Free Registration Required For Full Results
Holdings Found :
3
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
TTD
Trade Desk, Inc.
127
Closed
$86.02
$0
0
0%
-224,000
-2,862
0
N/A
AVLV
Avantis Us Large Cap Value Etf
126
Closed
$0.00
$0
0
0%
-222,000
-4,222
0
N/A
PFE
Pfizer Inc
125
Closed
$28.27
$0
0
0%
-224,000
-6,753
0
Drug Manufacturers - ...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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