Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Aberdeen Wealth Management LLC
  City: CHICAGO
  State: IL
  Zip: 60602
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $137,852,000
  Total Value Change : $5,125,000
  Securities Held Change : 2
   
All Securities Held : 162
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 87
  Decreased Positions : 51

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  Closed 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
   (HSY)1 Year Chart         HSY Hershey Foods Corp 163 Closed $204.78 $0 0 0% -206,000 -1,032 0    Confectioners
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 165 Closed $25.77 $0 0 0% -254,000 -12,475 0    Closed - End Fund - E...
   (MRNA)1 Year Chart         MRNA Moderna, Inc. 164 Closed $0.00 $0 0 0% -239,000 -2,315 0    N/A

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