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Company Main View
Name:
MITCHELL & PAHL PRIVATE WEALTH LLC
City:
OKLAHOMA CITY
State:
OK
Zip:
73116
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 :
$190,427,000
Total Value Change :
$14,285,000
Securities Held Change :
0
All Securities Held :
142
New Positions
:
1
Closed Positions
:
1
Increased Positions
:
89
Unchanged Positions
:
2
Decreased Positions
:
50
Download
Free Registration Required For Full Results
Holdings Found :
2
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
VYM
Vanguard High Dividend Yiel...
128
-
$121.20
$394,000
3,256
0.21%
31,000
0
0.001
Closed - End Fund - Debt
AMZN
Amazon.com Inc
137
-
$183.63
$244,000
1,355
0.13%
38,000
0
0
Internet Software & S...
2
Records Found
1
Page 1 of 1
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Summary:
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