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Company Main View
Name:
WEALTH ADVISORS INC.
City:
RANCHO SANTA FE
State:
CA
Zip:
92067
Achive data
View Filing Period:
Current Quarter
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
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-09-30
Total Value :
$223,338,000
Total Value Change :
$-11,005,000
Securities Held Change :
3
All Securities Held :
67
New Positions
:
6
Closed Positions
:
3
Increased Positions
:
15
Unchanged Positions
:
27
Decreased Positions
:
19
Download
Free Registration Required For Full Results
Holdings Found :
3
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
XLF
SPDR Financial Sector
70
Closed
$41.87
$0
0
0%
-274,000
-7,972
0
Closed - End Fund - E...
AUR
Aurora Innovation Ord Shs C...
69
Closed
$9.91
$0
0
0%
-42,000
-12,300
0
N/A
BSV
Vanguard Short-Term Bond
68
Closed
$76.30
$0
0
0%
-408,000
-5,394
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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