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Company Main View
Name:
Graves-Light Private Wealth Management Inc.
City:
HARRISONBURG
State:
VA
Zip:
22801
Achive data
View Filing Period:
Current Quarter
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 :
2023-12-31
Total Value :
$805,037,000
Total Value Change :
$68,707,000
Securities Held Change :
4
All Securities Held :
181
New Positions
:
5
Closed Positions
:
4
Increased Positions
:
43
Unchanged Positions
:
65
Decreased Positions
:
68
Download
Free Registration Required For Full Results
Holdings Found :
4
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
BILL
Bill.com Holdings, Inc.
185
Closed
$58.51
$0
0
0%
-990,000
-8,833
0
N/A
OIA
Invesco Muni Income Opp Tr
184
Closed
$6.22
$0
0
0%
-68,000
-12,180
0
Closed - End Fund - Debt
BRBS
Blue Ridge Bankshares Inc (...
183
Closed
$2.67
$0
0
0%
-42,000
-10,149
0
N/A
CMU
Colonial Municipal Income T...
182
Closed
$3.31
$0
0
0%
-58,000
-19,098
0
Closed - End Fund - Debt
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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