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Company Main View
Name:
LANDAAS & CO /WI /ADV
City:
Milwaukee
State:
WI
Zip:
53202
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
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
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
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
IYR
iShares Dow Jones US Real E...
87
Closed
$86.24
$0
0
0%
-222,000
-2,426
0
Closed - End Fund - E...
LYFT
Lyft, Inc.
90
Closed
$17.18
$0
0
0%
-153,000
-10,203
0
N/A
NKE
Nike Inc B
89
Closed
$90.94
$0
0
0%
-213,000
-1,960
0
Textile - Apparel Foo...
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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