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  Name: INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $289,327,000
  Total Value Change : $30,660,000
  Securities Held Change : 0
   
All Securities Held : 34
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 11
  Unchanged Positions : 10
  Decreased Positions : 10

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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 26 New $110.34 $1,292,000 11,692 0.45% 1,292,000 11,692 0.007    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 32 New $468.84 $250,000 515 0.09% 250,000 515 0    Internet Service Prov...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 33 New $132.91 $239,000 1,860 0.08% 239,000 1,860 0    Drug Manufacturers - ...

      3 Records Found
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