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Company Main View
Name:
Kerntke Otto McGlone Wealth Management Group
City:
Appleton
State:
WI
Zip:
54913
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 :
$100,175,000
Total Value Change :
$3,193,000
Securities Held Change :
3
All Securities Held :
64
New Positions
:
6
Closed Positions
:
4
Increased Positions
:
34
Unchanged Positions
:
4
Decreased Positions
:
20
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
IBTD
Ishares Ibonds Dec 2023 Ter...
67
Closed
$0.00
$0
0
0%
-11,668,000
-470,100
0
N/A
IYE
iShares Tr Enrgy Sector Indx
66
Closed
$49.08
$0
0
0%
-209,000
-4,415
0
Closed - End Fund - E...
IBML
Ishares Ibonds Dec 2023 Ter...
65
Closed
$0.00
$0
0
0%
-233,000
-9,125
0
N/A
IBDO
Ishares Ibonds Dec 2023 Ter...
64
Closed
$25.33
$0
0
0%
-213,000
-8,398
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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