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Company Main View
Name:
Hubbell Strickland Wealth Management LLC
City:
NEW ORLEANS
State:
LA
Zip:
71063
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
2020-03-31
2019-12-31
2019-09-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$197,703,000
Total Value Change :
$14,934,000
Securities Held Change :
4
All Securities Held :
78
New Positions
:
7
Closed Positions
:
3
Increased Positions
:
48
Unchanged Positions
:
4
Decreased Positions
:
19
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
MGC
Vanguard Mega Cap 300 Index...
79
Closed
$185.36
$0
0
0%
-223,000
-1,317
0
Closed - End Fund - E...
IWS
iShares Tr Rssll Midcap Valu
81
Closed
$123.38
$0
0
0%
-314,000
-2,701
0
Closed - End Fund - E...
SUB
iShares S&P S/T Natnl AMT-F...
80
Closed
$104.65
$0
0
0%
-236,000
-2,236
0
Closed - End Fund - Debt
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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