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Company Main View
Name:
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
City:
INDIANAPOLIS
State:
IN
Zip:
46280
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 :
$569,506,000
Total Value Change :
$91,610,000
Securities Held Change :
-3
All Securities Held :
93
New Positions
:
1
Closed Positions
:
4
Increased Positions
:
32
Unchanged Positions
:
8
Decreased Positions
:
52
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
IXUS
Ishares Core Msci Total Int...
95
Closed
$70.07
$0
0
0%
-1,246,000
-19,190
0
N/A
DSI
iShares KLD 400 Social Index
94
Closed
$100.97
$0
0
0%
-215,000
-2,357
0
Closed - End Fund - E...
GOVT
Ishares Barclays Us Treasur...
97
Closed
$0.00
$0
0
0%
-418,000
-18,159
0
N/A
IEMG
Ishares Core Msci Emerging ...
96
Closed
$54.95
$0
0
0%
-254,000
-5,022
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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