Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Avondale Wealth Management
City:
AUSTIN
State:
TX
Zip:
78746
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
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 :
$142,662,000
Total Value Change :
$18,526,000
Securities Held Change :
3
All Securities Held :
124
New Positions
:
9
Closed Positions
:
7
Increased Positions
:
29
Unchanged Positions
:
67
Decreased Positions
:
19
Download
Free Registration Required For Full Results
Holdings Found :
7
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
TMO
Thermo Fisher Scientific
130
Closed
$597.15
$0
0
0%
-23,000
-44
0
Medical Laboratories ...
CVX
Chevron Corp
129
Closed
$161.09
$0
0
0%
0
0
0
Integrated Oil & Gas
WBD
Warner Bros Discovery Ord S...
126
Closed
$8.23
$0
0
0%
0
0
0
Broadcasting - TV
ARKG
Ark Genomic Revolution Mult...
125
Closed
$0.00
$0
0
0%
-56,000
-1,692
0
N/A
IEMG
Ishares Core Msci Emerging ...
122
Closed
$54.68
$0
0
0%
-177,000
-3,500
0
N/A
HON
Honeywell International Inc
121
Closed
$206.62
$0
0
0%
-39,000
-185
0
Conglomerates
T
AT&T Corp
131
Closed
$17.30
$0
0
0%
0
0
0
Long Distance Carriers
7
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us