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Company Main View
Name:
LWS Wealth Advisors Inc.
City:
BASKING RIDGE
State:
NJ
Zip:
07920
Achive data
View Filing Period:
Current Quarter
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 :
2023-12-31
Total Value :
$266,343,000
Total Value Change :
$37,804,000
Securities Held Change :
9
All Securities Held :
65
New Positions
:
9
Closed Positions
:
1
Increased Positions
:
37
Unchanged Positions
:
1
Decreased Positions
:
18
Download
Free Registration Required For Full Results
Holdings Found :
1
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
BLK
BlackRock Inc A
66
Closed
$778.33
$0
0
0%
-3,995,000
-6,179
0
Investment Brokerage ...
1
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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