Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: LANDAAS & CO /WI /ADV
  City: Milwaukee
  State: WI
  Zip: 53202
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $307,475,000
  Total Value Change : $37,852,000
  Securities Held Change : 7
   
All Securities Held : 86
  New Positions : 11
  Closed Positions : 4
  Increased Positions : 37
  Unchanged Positions : 22
  Decreased Positions : 16

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

   
Holdings Found : 4     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
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 87 Closed $86.24 $0 0 0% -222,000 -2,426 0    Closed - End Fund - E...
   (LYFT)1 Year Chart         LYFT Lyft, Inc. 90 Closed $17.18 $0 0 0% -153,000 -10,203 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B 89 Closed $90.94 $0 0 0% -213,000 -1,960 0    Textile - Apparel Foo...
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 88 Closed $256.93 $0 0 0% -268,000 -1,113 0    Insurance Brokers

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