Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CFO4Life Group LLC
  City: COPPELL
  State: TX
  Zip: 75019
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $551,023,000
  Total Value Change : $27,282,000
  Securities Held Change : 17
   
All Securities Held : 200
  New Positions : 22
  Closed Positions : 10
  Increased Positions : 87
  Unchanged Positions : 19
  Decreased Positions : 72

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

   
Holdings Found : 10     View All Holdings Currently Viewing:  Closed 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
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 203 Closed $0.00 $0 0 0% -1,130,000 -21,685 0    Closed - End Fund - E...
   (PFLT)1 Year Chart         PFLT Pennantpark Floating Rate C... 202 Closed $11.28 $0 0 0% -128,000 -10,564 0    Closed - End Fund - E...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 208 Closed $483.43 $0 0 0% -1,055,000 -1,768 0    Application Software
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... 201 Closed $399.56 $0 0 0% -633,000 -1,292 0    Personal Services
   (YYY)1 Year Chart         YYY Amplify High Income Etf 207 Closed $17.68 $0 0 0% -289,000 -24,866 0    N/A
   (AYX)1 Year Chart         AYX Alteryx Inc 200 Closed $48.26 $0 0 0% -1,818,000 -38,554 0    N/A
   (EOG)1 Year Chart         EOG EOG Resources Inc 206 Closed $129.94 $0 0 0% -819,000 -6,768 0    Independent Oil & Gas
   (ABT)1 Year Chart         ABT Abbott Laboratories 199 Closed $104.09 $0 0 0% -201,000 -1,827 0    Drug Manufacturers - ...
   (REM)1 Year Chart         REM iShares FTSE NAREIT Mort Pl... 205 Closed $0.00 $0 0 0% -386,000 -16,352 0    Closed - End Fund - Debt
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 204 Closed $0.00 $0 0 0% -389,000 -7,701 0    N/A

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