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Company Main View
Name:
Wade Financial Advisory Inc
City:
CAMPBELL
State:
CA
Zip:
95008
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 :
$264,501,000
Total Value Change :
$30,968,000
Securities Held Change :
5
All Securities Held :
75
New Positions
:
2
Closed Positions
:
2
Increased Positions
:
17
Unchanged Positions
:
16
Decreased Positions
:
40
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
SCHR
Schwab Intermediate-Term U....
65
New
$48.60
$313,000
6,294
0.12%
313,000
6,294
0.001
N/A
RPG
Invesco S&P 500 Pure Growth...
74
New
$35.86
$232,000
7,189
0.09%
232,000
7,189
0.008
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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