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Company Main View
Name:
Journey Advisory Group LLC
City:
COVINGTON
State:
KY
Zip:
41011
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 :
$809,295,000
Total Value Change :
$75,764,000
Securities Held Change :
20
All Securities Held :
234
New Positions
:
25
Closed Positions
:
4
Increased Positions
:
94
Unchanged Positions
:
32
Decreased Positions
:
83
Download
Free Registration Required For Full Results
Holdings Found :
4
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
SLB
Schlumberger Ltd
235
Closed
$48.50
$0
0
0%
-247,000
-4,744
0
Oil & Gas Equipment &...
IBTF
Ishares Ibonds Dec 2025 Ter...
234
Closed
$0.00
$0
0
0%
-13,846,000
-594,745
0
N/A
SCHD
Schwab US Dividend Equity ETF
233
Closed
$79.30
$0
0
0%
-208,000
-2,737
0
N/A
AMT
American Tower Corp
232
Closed
$184.49
$0
0
0%
-230,000
-1,064
0
Integrated Telecommun...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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