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  Name: Syverson Strege & Co
  City: WEST DES MOINES
  State: IA
  Zip: 50266
   
Achive data
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         IWV iShares Tr Russell 3000 Indx 75 Closed $302.51 $0 0 0% -443,000 -1,620 0    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 74 Closed $81.42 $0 0 0% -584,000 -7,122 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 73 Closed $49.56 $0 0 0% -258,000 -5,381 0    Closed - End Fund - F...
   (VCSH)1 Year Chart         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
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