Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Greystone Financial Group LLC
  City: Bloomfield Hills
  State: MI
  Zip: 48302
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $501,080,000
  Total Value Change : $69,108,000
  Securities Held Change : 0
   
All Securities Held : 104
  New Positions : 13
  Closed Positions : 16
  Increased Positions : 63
  Unchanged Positions : 2
  Decreased Positions : 26

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

    
Holdings Found : 16     View All Holdings Currently Viewing:  Closed 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
   (INVH)1 Year Chart         INVH Invitation Homes Inc. 105 Closed $34.70 $0 0 0% -322,000 -9,431 0    N/A
   (CI)1 Year Chart         CI Cigna Corporation 111 Closed $347.35 $0 0 0% -5,483,000 -18,310 0    Health Care Plans
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 117 Closed $246.27 $0 0 0% -5,383,000 -19,659 0    Diversified Chemicals
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 110 Closed $0.00 $0 0 0% -7,860,000 -86,001 0    Closed - End Fund - E...
   (AFL)1 Year Chart         AFL AFLAC Inc 116 Closed $84.83 $0 0 0% -6,873,000 -83,307 0    Life & Health Insurance
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 109 Closed $519.81 $0 0 0% -353,000 -739 0    Closed - End Fund - E...
   (KO)1 Year Chart         KO Coca-Cola Co 115 Closed $62.85 $0 0 0% -6,453,000 -109,502 0    Beverage Soft Drinks...
   (DUK)1 Year Chart         DUK Duke Energy Corp 108 Closed $102.38 $0 0 0% -6,355,000 -65,487 0    Electric Utilities
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 114 Closed $108.26 $0 0 0% -673,000 -6,216 0    Closed - End Fund - E...
   (BJ)1 Year Chart         BJ Bjs Wholesale Club Holdings... 120 Closed $76.16 $0 0 0% -203,000 -3,045 0    N/A
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 107 Closed $54.91 $0 0 0% -1,194,000 -15,127 0    Drug Stores
   (TQQQ)1 Year Chart         TQQQ Proshares Ultrapro Qqq Etf 113 Closed $58.45 $0 0 0% -1,547,000 -30,508 0    Closed - End Fund - Debt
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 119 Closed $0.00 $0 0 0% -462,000 -611 0    Semiconductor Equipme...
   (CTRA)1 Year Chart         CTRA Coterra Energy Inc 106 Closed $28.07 $0 0 0% -297,000 -11,628 0    Independent Oil & Gas
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 112 Closed $48.00 $0 0 0% -5,583,000 -117,552 0    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 118 Closed $78.46 $0 0 0% -228,000 -2,941 0    N/A
      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us