Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Reliant Wealth Planning
City:
LOUISVILLE
State:
KY
Zip:
40243
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
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 :
2023-12-31
Total Value :
$205,961,000
Total Value Change :
$17,455,000
Securities Held Change :
-1
All Securities Held :
18
New Positions
:
3
Closed Positions
:
4
Increased Positions
:
12
Unchanged Positions
:
2
Decreased Positions
:
1
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
IBDT
Ishares Ibonds Dec 2028 Ter...
12
New
$24.44
$399,000
15,917
0.19%
399,000
15,917
0.022
N/A
ESGV
Vanguard Esg Us Stock Etf
13
New
$0.00
$203,000
2,382
0.1%
203,000
2,382
0.006
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us