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Company Main View
Name:
US FINANCIAL ADVISORS LLC
City:
BRAINTREE
State:
MA
Zip:
02184
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
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 :
$268,357,000
Total Value Change :
$27,709,000
Securities Held Change :
1
All Securities Held :
72
New Positions
:
2
Closed Positions
:
1
Increased Positions
:
51
Unchanged Positions
:
6
Decreased Positions
:
13
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
VONG
Vanguard Russell 1000 Growt...
66
New
$87.15
$256,000
3,276
0.1%
256,000
3,276
0
N/A
SUSB
Ishares Esg 1 To 5 Year Usd...
72
New
$0.00
$211,000
8,617
0.08%
211,000
8,617
0.022
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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