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Company Main View
Name:
Benchmark Wealth Management LLC
City:
Old Lyme
State:
CT
Zip:
06371
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$183,473,000
Total Value Change :
$14,309,000
Securities Held Change :
2
All Securities Held :
49
New Positions
:
2
Closed Positions
:
0
Increased Positions
:
18
Unchanged Positions
:
18
Decreased Positions
:
11
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
NVDA
NVIDIA Corporation
45
New
$887.47
$271,000
300
0.15%
271,000
300
0
Semiconductor - Speci...
IJK
iShares S&P mC400/BARRA GR
46
New
$90.07
$219,000
2,398
0.12%
219,000
2,398
0.002
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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