Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Stonebridge Financial Planning Group LLC
  City: ORLANDO
  State: FL
  Zip: 32801
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $173,759,000
  Total Value Change : $17,836,000
  Securities Held Change : 11
   
All Securities Held : 148
  New Positions : 20
  Closed Positions : 9
  Increased Positions : 42
  Unchanged Positions : 14
  Decreased Positions : 72

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FAN)1 Year Chart         FAN First Trust Global Wind Energy 149 Closed $16.61 $0 0 0% -250,000 -17,255 0    Closed - End Fund - E...
   (TAN)1 Year Chart         TAN Invesco Solar ETF 155 Closed $42.06 $0 0 0% -330,000 -6,372 0    Closed - End Fund - E...
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 148 Closed $11.49 $0 0 0% -116,000 -10,560 0    Closed - End Fund - Debt
   (BBH)1 Year Chart         BBH Vaneck Vectors Biotech 154 Closed $157.33 $0 0 0% -209,000 -1,345 0    N/A
   (PFXF)1 Year Chart         PFXF Market Vectors Preferred Se... 147 Closed $17.37 $0 0 0% -212,000 -12,600 0    N/A
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 153 Closed $17.23 $0 0 0% -693,000 -43,422 0    N/A
   (XHE)1 Year Chart         XHE Spdr S&P Health Care Equipm... 152 Closed $85.28 $0 0 0% -273,000 -3,501 0    N/A
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 151 Closed $106.05 $0 0 0% -330,000 -3,185 0    Closed - End Fund - E...
   (CVX)1 Year Chart         CVX Chevron Corp 150 Closed $165.82 $0 0 0% -223,000 -1,323 0    Integrated Oil & Gas

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results