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Company Main View
Name:
Leonard Rickey Investment Advisors P.L.L.C.
City:
YAKIMA
State:
WA
Zip:
98902
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$386,984,000
Total Value Change :
$49,615,000
Securities Held Change :
9
All Securities Held :
93
New Positions
:
10
Closed Positions
:
3
Increased Positions
:
47
Unchanged Positions
:
2
Decreased Positions
:
34
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
IVW
ishares tr S&P 500 BARRA GR
72
-
$86.29
$282,000
3,343
0.07%
31,000
0
0.001
Closed - End Fund - E...
UNP
Union Pacific Corp
87
-
$244.97
$209,000
852
0.05%
0
0
0
Railroads
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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