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Company Main View
Name:
Mascoma Wealth Management LLC
City:
HANOVER
State:
NH
Zip:
03755
Achive data
View Filing Period:
Current Quarter
2023-12-31
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
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$351,379,000
Total Value Change :
$18,604,000
Securities Held Change :
-15
All Securities Held :
452
New Positions
:
4
Closed Positions
:
19
Increased Positions
:
28
Unchanged Positions
:
293
Decreased Positions
:
127
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Free Registration Required For Full Results
Holdings Found :
3
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
VXUS
Vanguard Total Internationa...
321
New
$61.05
$9,000
148
0%
9,000
148
0
Closed - End Fund - E...
RDDT
Reddit, Inc.
384
New
$53.53
$5,000
100
0%
5,000
100
0
N/A
FLRN
Spdr Barclays Investment Gr...
428
New
$30.76
$1,000
27
0%
1,000
27
0.002
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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