Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Reliant Wealth Planning
  City: LOUISVILLE
  State: KY
  Zip: 40243
   
Achive data
  View Filing Period:
  
 
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

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

   
Holdings Found : 4     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
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 17 Closed $0.00 $0 0 0% -6,197,000 -249,667 0    N/A
   (IBDO)1 Year Chart         IBDO Ishares Ibonds Dec 2023 Ter... 16 Closed $25.33 $0 0 0% -6,356,000 -250,626 0    N/A
   (YUM)1 Year Chart         YUM YUM! Brands Inc 15 Closed $134.34 $0 0 0% -233,000 -1,868 0    Restaurants
   (EQAL)1 Year Chart         EQAL Invesco Russell 1000 Equal ... 14 Closed $46.11 $0 0 0% -13,068,000 -327,684 0    N/A

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results