Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Personal Resources Investment & Strategic Manageme
  City: Studio City
  State: CA
  Zip: 91604
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $333,037,000
  Total Value Change : $22,574,000
  Securities Held Change : -6
   
All Securities Held : 59
  New Positions : 3
  Closed Positions : 10
  Increased Positions : 23
  Unchanged Positions : 15
  Decreased Positions : 18

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

   
Holdings Found : 3     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
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 9 New $165.94 $13,360,000 78,878 4.01% 13,360,000 78,878 0.026    Closed - End Fund - E...
   (TJX)1 Year Chart         TJX TJX Companies Inc 57 New $102.14 $203,000 2,000 0.06% 203,000 2,000 0    Discount, Variety Stores
   (ADMA)1 Year Chart         ADMA ADMA Biologics Inc 58 New $9.56 $128,000 19,404 0.04% 128,000 19,404 0.01    Biotechnology

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