Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WEALTH ADVISORS INC.
  City: RANCHO SANTA FE
  State: CA
  Zip: 92067
   
Achive data
  View Filing Period:
  
 
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

                  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
   (XLF)1 Year Chart         XLF SPDR Financial Sector 70 Closed $41.87 $0 0 0% -274,000 -7,972 0    Closed - End Fund - E...
   (AUR)1 Year Chart         AUR Aurora Innovation Ord Shs C... 69 Closed $9.91 $0 0 0% -42,000 -12,300 0    N/A
   (BSV)1 Year Chart         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
Free Registration Required For Full Results