Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WealthTrust Asset Management LLC
  City: DESTIN
  State: FL
  Zip: 32541
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $131,319,000
  Total Value Change : $12,443,000
  Securities Held Change : 2
   
All Securities Held : 85
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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

   
Holdings Found : 4     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
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc - $81.26 $4,269,000 56,071 % -575,000 0 0    N/A
   (FOCT)1 Year Chart         FOCT Ft Cboe Vest Us Equity Buff... - $0.00 $280,000 6,907 % 11,000 0 0    N/A
   (DOCT)1 Year Chart         DOCT Ft Cboe Vest Us Equity Deep... - $0.00 $274,000 7,296 % 9,000 0 0    N/A
   (PDI)1 Year Chart         PDI Pimco Dynamic Income Fund - $0.00 $193,000 10,014 % 13,000 0 0    N/A

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