Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: IBEX WEALTH ADVISORS
  City: LEBANON
  State: NJ
  Zip: 08833
   
Achive data
  View Filing Period:
  
 
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

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

   
Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged 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
   (MTB)1 Year Chart         MTB M&T Bank Corp 83 - $151.26 $549,000 3,783 0.15% 71,000 0 0.002    Domestic Regional Banks
   (SIRI)1 Year Chart         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
Free Registration Required For Full Results