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Company Main View
Name:
Founders Financial Alliance LLC
City:
RALEIGH
State:
NC
Zip:
27615
Achive data
View Filing Period:
Current Quarter
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
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$257,868,000
Total Value Change :
$28,916,000
Securities Held Change :
16
All Securities Held :
491
New Positions
:
16
Closed Positions
:
7
Increased Positions
:
184
Unchanged Positions
:
136
Decreased Positions
:
155
Download
Free Registration Required For Full Results
Holdings Found :
7
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
LRCX
Lam Research Corp
490
Closed
$947.75
$0
0
0%
-374,000
-596
0
Semiconductor Equipme...
ISTB
Ishares Core Short Term Us ...
488
Closed
$47.31
$0
0
0%
-3,000
-75
0
N/A
QUAL
Ishares Msci Usa Quality Fa...
498
Closed
$0.00
$0
0
0%
-25,000
-189
0
N/A
BIIB
Biogen Idec Inc
497
Closed
$235.32
$0
0
0%
-224,000
-872
0
Biotechnology
PSK
SPDR Series Trust
493
Closed
$33.93
$0
0
0%
-6,000
-170
0
Closed - End Fund - Debt
KMB
Kimberly Clark Corp
492
Closed
$134.11
$0
0
0%
-249,000
-2,057
0
Paper & Paper Products
OEF
iShares S&P 100 Index
491
Closed
$252.61
$0
0
0%
-5,000
-26
0
Closed - End Fund - E...
7
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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