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Company Main View
Name:
IBEX WEALTH ADVISORS
City:
LEBANON
State:
NJ
Zip:
08833
Achive data
View Filing Period:
Current Quarter
2023-09-30
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
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$368,904,000
Total Value Change :
$-23,982,000
Securities Held Change :
-2
All Securities Held :
109
New Positions
:
17
Closed Positions
:
36
Increased Positions
:
58
Unchanged Positions
:
2
Decreased Positions
:
32
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
MTB
M&T Bank Corp
83
-
$151.26
$549,000
3,783
0.15%
71,000
0
0.002
Domestic Regional Banks
SIRI
Sirius XM Radio Inc
109
-
$3.08
$73,000
12,500
0.02%
16,000
0
0
Broadcasting - Radio
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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