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  Name: Aries Wealth Management
  City: Portland
  State: ME
  Zip: 04101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $310,295,000
  Total Value Change : $29,874,000
  Securities Held Change : 9
   
All Securities Held : 210
  New Positions : 14
  Closed Positions : 5
  Increased Positions : 55
  Unchanged Positions : 75
  Decreased Positions : 66

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 215 Closed $169.44 $0 0 0% -228,000 -1,153 0    Drugs - Generic
   (RSG)1 Year Chart         RSG Republic Services Inc 214 Closed $182.07 $0 0 0% -223,000 -1,352 0    Waste Management
   (MESO)1 Year Chart         MESO Mesoblast Ltd 213 Closed $7.55 $0 0 0% -11,000 -10,000 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 212 Closed $177.81 $0 0 0% -230,000 -927 0    Auto Manufacturers
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 211 Closed $133.24 $0 0 0% -228,000 -1,777 0    Business Services

      5 Records Found
  1    
Page 1 of 1
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