Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Wela Strategies LLC
  City: ATLANTA
  State: GA
  Zip: 30328
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,587,000
  Total Value Change : $25,380,000
  Securities Held Change : 1
   
All Securities Held : 50
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 21
  Unchanged Positions : 2
  Decreased Positions : 22

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

   
Holdings Found : 5     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
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 14 New $125.19 $3,732,000 29,626 1.76% 3,732,000 29,626 0.002    Closed - End Fund - E...
   (EVV)1 Year Chart         EVV Eaton Vance Limited Duratio... 29 New $9.78 $602,000 61,742 0.28% 602,000 61,742 0.053    Closed - End Fund - Debt
   (DE)1 Year Chart         DE Deere & Co 41 New $394.43 $400,000 974 0.19% 400,000 974 0    Farm & Construction M...
   (BAC)1 Year Chart         BAC Bank of America Corp 48 New $39.22 $205,000 5,394 0.1% 205,000 5,394 0    Domestic Money Center...
   (INAB)1 Year Chart         INAB In8bio, Inc. 49 New $0.00 $22,000 18,548 0.01% 22,000 18,548 0.099    N/A

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results