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Company Main View
Name:
American Institute for Advanced Investment Managem
City:
SCOTTSDALE
State:
AZ
Zip:
85258
Achive data
View Filing Period:
Current Quarter
2023-12-31
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 :
2024-03-31
Total Value :
$126,502,000
Total Value Change :
$13,273,000
Securities Held Change :
8
All Securities Held :
128
New Positions
:
11
Closed Positions
:
3
Increased Positions
:
50
Unchanged Positions
:
26
Decreased Positions
:
41
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
FCG
First Trust ISE-Revere Natu...
131
Closed
$27.40
$0
0
0%
-247,000
-10,164
0
Closed - End Fund - E...
FTC
First Trust Large Cap Growt...
130
Closed
$119.68
$0
0
0%
-268,000
-2,445
0
Closed - End Fund - Debt
AMGN
Amgen Inc
129
Closed
$307.31
$0
0
0%
-200,000
-695
0
Biotechnology
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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