Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Weitzel Financial Services Inc.
  City: DUBUQUE
  State: IA
  Zip: 52002
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $197,955,000
  Total Value Change : $11,607,000
  Securities Held Change : 2
   
All Securities Held : 41
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 17
  Unchanged Positions : 6
  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 : 6     View All Holdings Currently Viewing:  Unchanged 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
   (USB)1 Year Chart         USB US Bancorp Delaware 18 - $41.65 $2,424,000 55,016 1.22% 6,000 0 0.004    Domestic Regional Banks
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 28 - $225.36 $379,000 1,672 0.19% 23,000 0 0.001    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 31 - $248.23 $278,000 1,119 0.14% 18,000 0 0.001    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 36 - $177.81 $211,000 1,230 0.11% -94,000 0 0    Auto Manufacturers
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... 40 - $9.97 $92,000 10,955 0.05% 4,000 0 0.001    Closed - End Fund - E...
   (POTX)1 Year Chart         POTX Global X Cannabis Etf 41 - $5.16 $0 400,000 0% 0 0 4.444    N/A

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results