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Company Main View
Name:
Wealth Advisory Solutions LLC
City:
INDIIANAPOLIS
State:
IN
Zip:
46268
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
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$386,137,000
Total Value Change :
$99,700,000
Securities Held Change :
45
All Securities Held :
124
New Positions
:
28
Closed Positions
:
11
Increased Positions
:
64
Unchanged Positions
:
2
Decreased Positions
:
30
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
MDY
Standrd Poor Mdcp 400 SPDR
74
-
$551.69
$620,000
1,114
0.16%
55,000
0
0.003
Closed - End Fund - E...
PPG
PPG Industries Inc
100
-
$134.44
$348,000
2,400
0.09%
-11,000
0
0.001
Conglomerates
2
Records Found
1
Page 1 of 1
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Summary:
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