Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Symphony Financial Ltd. Co.
  City: HOUSTON
  State: TX
  Zip: 77032
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $429,149,000
  Total Value Change : $-35,779,000
  Securities Held Change : -3
   
All Securities Held : 192
  New Positions : 15
  Closed Positions : 20
  Increased Positions : 69
  Unchanged Positions : 15
  Decreased Positions : 93

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

    
Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged 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
   (LPLA)1 Year Chart         LPLA LPL Investment Holdings Inc 41 - $269.42 $2,841,000 10,752 0.66% 335,000 0 0.013    Investment Brokerage ...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 78 - $303.00 $1,060,000 3,533 0.25% 98,000 0 0.007    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 87 - $344.73 $938,000 2,782 0.22% 89,000 0 0.001    Closed - End Fund - E...
   (TX)1 Year Chart         TX TERNIUM S.A. ADS 122 - $43.62 $428,000 10,287 0.1% 13,000 0 0.005    Steel & Iron
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 140 - $81.70 $358,000 4,484 0.08% 27,000 0 0.001    Closed - End Fund - E...
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 142 - $40.41 $339,000 7,902 0.08% 24,000 0 0    Drug Manufacturers - ...
   (WPC)1 Year Chart         WPC WP Carey & Co 149 - $60.11 $314,000 5,571 0.07% -59,000 0 0.003    Property Management
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 158 - $0.00 $257,000 2,551 0.06% 1,000 0 0.003    N/A
   (ABX)1 Year Chart         ABX Barrick Gold Corp (USA) 160 - $17.92 $255,000 15,312 0.06% 11,000 0 0.001    Gold
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 168 - $551.70 $237,000 426 0.06% 26,000 0 0.001    Closed - End Fund - E...
   (STEL)1 Year Chart         STEL Stellar Bancorp Ord Shs 172 - $29.25 $231,000 9,500 0.05% -14,000 0 0.018    N/A
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 180 - $74.47 $213,000 2,831 0.05% -2,000 0 0.002    Closed - End Fund - Debt
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 187 - $0.00 $201,000 3,954 0.05% 0 0 0.002    N/A
   (PCT)1 Year Chart         PCT Purecycle Technologies, Inc. 189 - $0.00 $67,000 10,700 0.02% 36,000 0 0.009    N/A
   (COMM)1 Year Chart         COMM Commscope Holding Company, ... 192 - $1.34 $13,000 10,100 0% -11,000 0 0.005    Communication Equipment
      15 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us