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Company Main View
Name:
Cardinal Strategic Wealth Guidance
City:
Louisville
State:
KY
Zip:
40223
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 :
$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
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
SPYV
SPDR Dow Jones Wilshire Lar...
12
New
$48.63
$4,579,000
91,407
1.72%
4,579,000
91,407
0.003
Closed - End Fund - E...
IVE
iShares S&P 500/BARRA Value
52
New
$181.40
$78,000
420
0.03%
78,000
420
0
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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