Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Invst LLC
  City: INDIANAPOLIS
  State: IN
  Zip: 46240
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $782,420,000
  Total Value Change : $90,620,000
  Securities Held Change : 26
   
All Securities Held : 216
  New Positions : 29
  Closed Positions : 9
  Increased Positions : 67
  Unchanged Positions : 8
  Decreased Positions : 112

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

   
Holdings Found : 8     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
   (ATEC)1 Year Chart         ATEC Alphatec Holdings, Inc. 50 - $10.60 $2,538,000 152,919 0.32% 555,000 0 0.154    Medical Instruments &...
   (COMP)1 Year Chart         COMP Compass, Inc. 157 - $0.00 $420,000 113,753 0.05% 90,000 0 0    N/A
   (FILL)1 Year Chart         FILL iShares MSCI Global Energy ... 190 - $27.06 $240,000 9,981 0.03% -17,000 0 0.266    N/A
   (HIMS)1 Year Chart         HIMS Hims & Hers Health, Inc. 204 - $12.15 $209,000 22,168 0.03% 70,000 0 0.012    N/A
   (OCFC)1 Year Chart         OCFC Oceanfirst Financial Corp 212 - $15.58 $168,000 10,690 0.02% 13,000 0 0.018    Savings & Loans
   (AMRN)1 Year Chart         AMRN Amarin Corp Plc 214 - $0.86 $14,000 11,500 0% 3,000 0 0.003    Drug Manufacturers - ...
   (ZOM)1 Year Chart         ZOM Zomedica Corp 215 - $0.10 $9,000 67,981 0% -2,000 0 0.012    N/A
   (CRGE)1 Year Chart         CRGE Charge Enterprises, Inc. 216 - $0.01 $5,000 40,000 0% -15,000 0 0.021    N/A

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