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:
ECLECTIC ASSOCIATES INC /ADV
City:
FULLERTON
State:
CA
Zip:
92833
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
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$219,112,000
Total Value Change :
$10,726,000
Securities Held Change :
3
All Securities Held :
89
New Positions
:
6
Closed Positions
:
3
Increased Positions
:
28
Unchanged Positions
:
10
Decreased Positions
:
45
Download
Free Registration Required For Full Results
Holdings Found :
3
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
PPT
Putnam Premier Income Trust
90
Closed
$3.52
$0
0
0%
-42,000
-11,896
0
Closed - End Fund - Debt
SCPB
Spdr Series Trust Term Corp...
92
Closed
$29.60
$0
0
0%
-248,000
-8,341
0
Closed - End Fund - Debt
VCSH
Vanguard Scottsdale Funds
91
Closed
$76.85
$0
0
0%
-222,000
-2,866
0
N/A
3
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