Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Cardinal Strategic Wealth Guidance
  City: Louisville
  State: KY
  Zip: 40223
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $266,050,000
  Total Value Change : $14,349,000
  Securities Held Change : -18
   
All Securities Held : 57
  New Positions : 2
  Closed Positions : 20
  Increased Positions : 10
  Unchanged Positions : 9
  Decreased Positions : 36

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

   
Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 12 New $48.80 $4,579,000 91,407 1.72% 4,579,000 91,407 0.003    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 52 New $181.96 $78,000 420 0.03% 78,000 420 0    Closed - End Fund - E...

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