Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Aberdeen Wealth Management LLC
City:
CHICAGO
State:
IL
Zip:
60602
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 :
$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
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
Hershey Foods Corp
163
Closed
$204.78
$0
0
0%
-206,000
-1,032
0
Confectioners
SLV
iShares Silver Trust ETF
165
Closed
$25.77
$0
0
0%
-254,000
-12,475
0
Closed - End Fund - E...
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
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us