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Company Main View
Name:
N.E.W. Advisory Services LLC
City:
De Pere
State:
WI
Zip:
54115
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
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$901,384,000
Total Value Change :
$74,023,000
Securities Held Change :
11
All Securities Held :
173
New Positions
:
14
Closed Positions
:
4
Increased Positions
:
92
Unchanged Positions
:
21
Decreased Positions
:
46
Download
Free Registration Required For Full Results
Holdings Found :
4
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
RDVI
Ft Cboe Vest Rising Dividen...
177
Closed
$0.00
$0
0
0%
-872,000
-37,793
0
N/A
MDLZ
Mondelez International Inc
176
Closed
$71.92
$0
0
0%
-203,000
-2,796
0
Food - Major Diversified
FPE
First Trust Preferred Secur...
175
Closed
$17.38
$0
0
0%
-176,000
-10,425
0
N/A
AMLP
Alerian MLP ETF
174
Closed
$4.60
$0
0
0%
-262,000
-6,164
0
Closed - End Fund - Debt
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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