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Company Main View
Name:
Windward Private Wealth Management Inc.
City:
OVERLAND PARK
State:
KS
Zip:
66210
Achive data
View Filing Period:
Current Quarter
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 :
2023-12-31
Total Value :
$238,535,000
Total Value Change :
$17,491,000
Securities Held Change :
1
All Securities Held :
48
New Positions
:
4
Closed Positions
:
3
Increased Positions
:
19
Unchanged Positions
:
3
Decreased Positions
:
22
Download
Free Registration Required For Full Results
Holdings Found :
3
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
IWO
iShares Russell 2000 Growth
51
Closed
$259.92
$0
0
0%
-210,000
-936
0
Closed - End Fund - E...
VGIT
Vanguard Intermediate -Ter
50
Closed
$57.66
$0
0
0%
-2,293,000
-40,124
0
Closed - End Fund - Debt
IEMG
Ishares Core Msci Emerging ...
49
Closed
$53.31
$0
0
0%
-236,000
-4,950
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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