Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: RMR Wealth Builders
  City: TEANECK
  State: NJ
  Zip: 07666
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $826,975,000
  Total Value Change : $115,197,000
  Securities Held Change : 27
   
All Securities Held : 259
  New Positions : 30
  Closed Positions : 7
  Increased Positions : 149
  Unchanged Positions : 32
  Decreased Positions : 48

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

   
Holdings Found : 7     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
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 261 Closed $0.00 $0 0 0% -215,000 -1,276 0    N/A
   (SNE)1 Year Chart         SNE Sony Corporation (ADR) 260 Closed $84.84 $0 0 0% -202,000 -2,136 0    Electronic Equipment
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 266 Closed $11.88 $0 0 0% -131,000 -11,060 0    Closed - End Fund - Debt
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 265 Closed $307.66 $0 0 0% -404,000 -1,492 0    N/A
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) 264 Closed $69.69 $0 0 0% -214,000 -2,869 0    Gold
   (UPS)1 Year Chart         UPS United Parcel Service Inc 263 Closed $147.94 $0 0 0% -814,000 -5,180 0    AirDelivery & Freight...
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) 262 Closed $73.97 $0 0 0% -209,000 -3,105 0    Integrated Oil & Gas

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