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  Name: REDW Stanley Financial Advisors LLC
  City: Albuquerque
  State: NM
  Zip: 87109
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $371,110,000
  Total Value Change : $22,351,000
  Securities Held Change : 10
   
All Securities Held : 162
  New Positions : 15
  Closed Positions : 5
  Increased Positions : 51
  Unchanged Positions : 47
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (FAX)1 Year Chart         FAX Aberdeen Asia Pacific Incom... 160 Closed $2.62 $0 0 0% -81,000 -30,000 0    Closed - End Fund - F...
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 159 Closed $52.04 $0 0 0% -281,000 -6,597 0    Copper
   (NFRA)1 Year Chart         NFRA FlexShares STOXX Global Bro... 158 Closed $54.98 $0 0 0% -358,000 -6,685 0    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 162 Closed $48.16 $0 0 0% -406,000 -8,559 0    N/A
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 161 Closed $12.01 $0 0 0% -148,000 -12,500 0    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
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