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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
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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
SHW
Sherwin Williams Co
36
-
$320.45
$447,000
1,434
0.19%
81,000
0
0.001
General Building Mate...
RMD
ResMed Inc
44
-
$216.84
$258,000
1,500
0.11%
36,000
0
0.001
Medical Appliances & ...
EMR
Emerson Electric Co
46
-
$115.59
$234,000
2,400
0.1%
2,000
0
0
Industrial Electrical...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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