Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: ASSET PLANNING CORPORATION
  City: KNOXVILLE
  State: TN
  Zip: 37923
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $136,967,000
  Total Value Change : $7,498,000
  Securities Held Change : 0
   
All Securities Held : 41
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 16
  Unchanged Positions : 8
  Decreased Positions : 14

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

    
Holdings Found : 3     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
   (IVOO)1 Year Chart         IVOO Vanguard S&Amp;P Mid-Cap 40... 12 New $101.28 $4,982,000 48,360 3.64% 4,982,000 48,360 0.537    Closed - End Fund - E...
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 27 New $0.00 $506,000 15,040 0.37% 506,000 15,040 0.017    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 31 New $903.99 $304,000 336 0.22% 304,000 336 0    Semiconductor - Speci...
      3 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