Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Insight Financial Services
  City: Overland Park
  State: KS
  Zip: 66210
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $114,564,000
  Total Value Change : $30,406,000
  Securities Held Change : 5
   
All Securities Held : 153
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 11
  Unchanged Positions : 126
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 2 New $0.00 $15,785,000 156,734 13.78% 15,785,000 156,734 0.174    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 34 New $160.75 $36,000 200 0.03% 36,000 200 0    Drug Manufacturers - ...
   (KHC)1 Year Chart         KHC Kraft Heinz Co 61 New $36.24 $11,000 285 0.01% 11,000 285 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 70 New $151.92 $10,000 58 0.01% 10,000 58 0    Semiconductor- Broad...
   (COST)1 Year Chart         COST Costco Wholesale Corp 67 New $787.19 $10,000 13 0.01% 10,000 13 0    Discount, Variety Stores
   (NLOP)1 Year Chart         NLOP Net Lease Office Properties 150 New $23.97 $0 3 0% 0 3 0    N/A

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results