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Company Main View
Name:
Pacific Center for Financial Services
City:
San Ramon
State:
CA
Zip:
94583
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
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
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$317,145,000
Total Value Change :
$22,751,000
Securities Held Change :
-27
All Securities Held :
390
New Positions
:
3
Closed Positions
:
30
Increased Positions
:
55
Unchanged Positions
:
263
Decreased Positions
:
69
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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
EQWM
Invesco Russell Midcap Equa...
6
New
$107.31
$18,854,000
212,535
5.94%
18,854,000
212,535
0.236
N/A
NATL
Ncr Atleos, Llc
354
New
$22.71
$1,000
21
0%
1,000
21
0.001
N/A
VLTO
Veralto Corp
405
New
$96.50
$0
6
0%
0
6
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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