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  Name: N.E.W. Advisory Services LLC
  City: De Pere
  State: WI
  Zip: 54115
   
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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

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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)1 Year Chart         RDVI Ft Cboe Vest Rising Dividen... 177 Closed $0.00 $0 0 0% -872,000 -37,793 0    N/A
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 176 Closed $71.92 $0 0 0% -203,000 -2,796 0    Food - Major Diversified
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 175 Closed $17.38 $0 0 0% -176,000 -10,425 0    N/A
   (AMLP)1 Year Chart         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
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