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Company Main View
Name:
Newton One Investments LLC
City:
NEWARK
State:
DE
Zip:
19713
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 :
$227,417,000
Total Value Change :
$10,002,000
Securities Held Change :
-1
All Securities Held :
113
New Positions
:
3
Closed Positions
:
4
Increased Positions
:
53
Unchanged Positions
:
43
Decreased Positions
:
14
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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
New 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
HODL
VanEck Bitcoin Trust
New
$0.00
$27,000
331
0.01%
27,000
331
0.004
N/A
NVO
Novo Nordisk A/S (ADR)
84
New
$131.89
$15,000
115
0.01%
15,000
115
0
Drug Manufacturers - ...
ETHO
Amplify Etho Climate Leader...
New
$57.53
$5,000
85
0%
5,000
85
0.004
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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