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  Name: Better Money Decisions LLC
  City: SANTA FE
  State: NM
  Zip: 87505
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $126,082,000
  Total Value Change : $5,624,000
  Securities Held Change : 5
   
All Securities Held : 66
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 34
  Unchanged Positions : 1
  Decreased Positions : 23

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Holdings Found : 1     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
   (KO)1 Year Chart         KO Coca-Cola Co 50 - $63.03 $319,000 5,208 0.25% 12,000 0 0    Beverage Soft Drinks...

      1 Records Found
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