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  Name: Schneider Downs Wealth Management Advisors LP
  City: PITTSBURGH
  State: PA
  Zip: 15222
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $433,705,000
  Total Value Change : $49,180,000
  Securities Held Change : 15
   
All Securities Held : 136
  New Positions : 21
  Closed Positions : 7
  Increased Positions : 50
  Unchanged Positions : 33
  Decreased Positions : 32

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Holdings Found : 7     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
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 140 Closed $53.67 $0 0 0% -218,000 -2,706 0    N/A
   (HYMC)1 Year Chart         HYMC Hycroft Mining Holding Inc ... 139 Closed $10.39 $0 0 0% -59,000 -23,899 0    N/A
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 138 Closed $47.17 $0 0 0% -395,000 -8,303 0    N/A
   (AMC)1 Year Chart         AMC Amc Entertainment Holdings,... 137 Closed $6.85 $0 0 0% -113,000 -18,446 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 136 Closed $81.38 $0 0 0% -223,000 -2,720 0    Closed - End Fund - E...
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 142 Closed $110.86 $0 0 0% -221,000 -2,167 0    Closed - End Fund - E...
   (TEF)1 Year Chart         TEF Telefonica S.A. (ADR) 141 Closed $4.44 $0 0 0% -49,000 -12,618 0    Telecom Services - Fo...

      7 Records Found
  1    
Page 1 of 1
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