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Company Main View
Name:
ERTS Wealth Advisors LLC
City:
MARQUETTE
State:
MI
Zip:
49855
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
2019-06-30
2019-03-31
2018-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$489,863,000
Total Value Change :
$26,325,000
Securities Held Change :
1
All Securities Held :
88
New Positions
:
5
Closed Positions
:
4
Increased Positions
:
24
Unchanged Positions
:
9
Decreased Positions
:
50
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
CAT
Caterpillar Inc
89
Closed
$356.27
$0
0
0%
-222,000
-750
0
Farm & Construction M...
ADBE
Adobe Systems Inc
92
Closed
$483.43
$0
0
0%
-236,000
-395
0
Application Software
VIOV
Vanguard S&p Small Cap ...
91
Closed
$87.61
$0
0
0%
-282,000
-3,187
0
N/A
VTV
Vanguard Value VIPERS
90
Closed
$163.65
$0
0
0%
-271,000
-1,814
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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