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Company Main View
Name:
Inlet Private Wealth LLC
City:
JUPITER
State:
FL
Zip:
33477
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 :
$358,036,000
Total Value Change :
$31,778,000
Securities Held Change :
8
All Securities Held :
124
New Positions
:
9
Closed Positions
:
1
Increased Positions
:
19
Unchanged Positions
:
50
Decreased Positions
:
46
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Free Registration Required For Full Results
Holdings Found :
1
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
NVS
Novartis AG (ADR)
125
Closed
$103.31
$0
0
0%
-208,000
-2,059
0
Drug Manufacturers - ...
1
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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