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Company Main View
Name:
MARSHALL FINANCIAL GROUP INC /ADV
City:
DOYLESTOWN
State:
PA
Zip:
18901
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 :
$303,339,000
Total Value Change :
$23,285,000
Securities Held Change :
2
All Securities Held :
55
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
28
Unchanged Positions
:
5
Decreased Positions
:
17
Download
Free Registration Required For Full Results
Holdings Found :
3
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
EMB
iShares JPMorgan USD Emerg ...
58
Closed
$89.49
$0
0
0%
-223,000
-2,499
0
Closed - End Fund - E...
AOR
iShares Core Growth Allocat...
57
Closed
$56.03
$0
0
0%
-219,000
-4,118
0
Closed - End Fund - Debt
OTLK
Outlook Therapeutics Inc
56
Closed
$7.87
$0
0
0%
-5,000
-11,875
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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