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Company Main View
Name:
Syverson Strege & Co
City:
WEST DES MOINES
State:
IA
Zip:
50266
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 :
$277,413,000
Total Value Change :
$19,624,000
Securities Held Change :
2
All Securities Held :
71
New Positions
:
6
Closed Positions
:
4
Increased Positions
:
39
Unchanged Positions
:
7
Decreased Positions
:
19
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
IWV
iShares Tr Russell 3000 Indx
75
Closed
$302.51
$0
0
0%
-443,000
-1,620
0
Closed - End Fund - E...
SHY
Ishares Barclays 1-3 Treasu...
74
Closed
$81.42
$0
0
0%
-584,000
-7,122
0
Closed - End Fund - E...
VEA
Vanguard Europe Pacific ETF
73
Closed
$49.56
$0
0
0%
-258,000
-5,381
0
Closed - End Fund - F...
VCSH
Vanguard Scottsdale Funds
72
Closed
$77.07
$0
0
0%
-1,066,000
-13,778
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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