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Company Main View
Name:
TPG Financial Advisors LLC
City:
PORTLAND
State:
OR
Zip:
97223
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 :
$196,304,000
Total Value Change :
$2,859,000
Securities Held Change :
4
All Securities Held :
58
New Positions
:
8
Closed Positions
:
5
Increased Positions
:
29
Unchanged Positions
:
3
Decreased Positions
:
18
Download
Free Registration Required For Full Results
Holdings Found :
3
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
IVV
iShares Core S&P 500 Etf
33
-
$531.23
$747,000
1,568
0.38%
74,000
0
0
Closed - End Fund - E...
SPY
Standard & Poors Depository...
46
-
$528.69
$467,000
983
0.24%
47,000
0
0
Closed - End Fund - E...
ELR
streetTRACKS Series Trust -...
52
-
$62.19
$311,000
5,575
0.16%
31,000
0
0.001
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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