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  Name: Whelan Financial
  City: FRESNO
  State: CA
  Zip: 93711
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $219,038,000
  Total Value Change : $4,702,000
  Securities Held Change : 5
   
All Securities Held : 42
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 1
  Decreased Positions : 18

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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
   (SENS)1 Year Chart         SENS Senseonics Holdings Inc 42 - $0.49 $26,000 48,156 0.01% -1,000 0 0.02    N/A

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