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Company Main View
Name:
WALLER FINANCIAL PLANNING GROUP INC
City:
COLUMBUS
State:
OH
Zip:
43221
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$375,315,000
Total Value Change :
$-5,080,000
Securities Held Change :
2
All Securities Held :
63
New Positions
:
4
Closed Positions
:
2
Increased Positions
:
14
Unchanged Positions
:
8
Decreased Positions
:
37
Download
Free Registration Required For Full Results
Holdings Found :
2
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
HBAN
Huntington Bancshares Inc
65
Closed
$14.21
$0
0
0%
-137,000
-10,789
0
Domestic Regional Banks
WOR
Worthington Industries Inc
64
Closed
$58.37
$0
0
0%
-268,000
-4,650
0
Steel & Iron
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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