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Company Main View
Name:
Goepper Burkhardt LLC
City:
GREENVILLE
State:
SC
Zip:
29601
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 :
$200,940,000
Total Value Change :
$37,039,000
Securities Held Change :
12
All Securities Held :
79
New Positions
:
14
Closed Positions
:
4
Increased Positions
:
30
Unchanged Positions
:
11
Decreased Positions
:
24
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
PFE
Pfizer Inc
83
Closed
$28.01
$0
0
0%
-207,000
-6,238
0
Drug Manufacturers - ...
NVS
Novartis AG (ADR)
82
Closed
$102.10
$0
0
0%
-201,000
-1,970
0
Drug Manufacturers - ...
BSCN
Invesco Bulletshares 2023 C...
81
Closed
$21.19
$0
0
0%
-3,933,000
-185,252
0
N/A
DFNM
Dfa Dimensional National Mu...
80
Closed
$0.00
$0
0
0%
-256,000
-5,500
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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