Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: ACCESS FINANCIAL SERVICES INC.
  City: MINNEAPOLIS
  State: MN
  Zip: 55431
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $223,698,000
  Total Value Change : $29,590,000
  Securities Held Change : 5
   
All Securities Held : 94
  New Positions : 14
  Closed Positions : 9
  Increased Positions : 39
  Unchanged Positions : 12
  Decreased Positions : 29

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

    
Holdings Found : 14     View All Holdings Currently Viewing:  New 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
   (MARZ)1 Year Chart         MARZ Trueshares Structured Outco... 2 New $0.00 $17,744,000 590,586 7.93% 17,744,000 590,586 58.474    N/A
   (APG)1 Year Chart         APG Api Group Corp 5 New $37.33 $10,400,000 264,834 4.65% 10,400,000 264,834 0.114    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 25 New $177.81 $1,733,000 9,856 0.77% 1,733,000 9,856 0    Auto Manufacturers
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 44 New $250.55 $1,538,000 6,349 0.69% 1,538,000 6,349 0.003    Diversified Chemicals
   (EWZS)1 Year Chart         EWZS Ishares Msci Brazil Small C... 60 New $13.39 $979,000 67,323 0.44% 979,000 67,323 0.942    Closed - End Fund - E...
   (MKTX)1 Year Chart         MKTX MarketAxess Holdings Inc 66 New $206.11 $623,000 2,841 0.28% 623,000 2,841 0.007    Investment Brokerage ...
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 68 New $0.00 $596,000 9,600 0.27% 596,000 9,600 0.107    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 72 New $520.84 $541,000 1,189 0.24% 541,000 1,189 0    Closed - End Fund - E...
   (AZBA)1 Year Chart         AZBA Allianzim Us Large Cap Buff... 85 New $0.00 $318,000 10,500 0.14% 318,000 10,500 0.117    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 88 New $476.20 $300,000 618 0.13% 300,000 618 0    Internet Service Prov...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 90 New $168.65 $267,000 1,772 0.12% 267,000 1,772 0    Search Engines & Info...
   (ETN)1 Year Chart         ETN Eaton Corp 91 New $330.57 $263,000 840 0.12% 263,000 840 0    Diversified Machinery
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 92 New $204.31 $257,000 1,220 0.11% 257,000 1,220 0.123    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 94 New $898.78 $250,000 277 0.11% 250,000 277 0    Semiconductor - Speci...
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us