Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: REUTER JAMES WEALTH MANAGEMENT LLC
  City: OKLAHOMA CITY
  State: OK
  Zip: 73142
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $144,187,000
  Total Value Change : $-2,970,000
  Securities Held Change : 4
   
All Securities Held : 140
  New Positions : 12
  Closed Positions : 8
  Increased Positions : 38
  Unchanged Positions : 12
  Decreased Positions : 78

                  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:  Closed 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
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 144 Closed $0.00 $0 0 0% -484,000 -4,827 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc 143 Closed $85.92 $0 0 0% -565,000 -6,852 0    Medical Appliances & ...
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 142 Closed $8.05 $0 0 0% -139,000 -12,222 0    Broadcasting - TV
   (LGLV)1 Year Chart         LGLV Spdr Russell 1000 Low Volat... 148 Closed $155.59 $0 0 0% -226,000 -1,561 0    N/A
   (LEN)1 Year Chart         LEN Lennar Corp 141 Closed $165.88 $0 0 0% -208,000 -1,395 0    Residential Construct...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 147 Closed $0.00 $0 0 0% -280,000 -3,059 0    Closed - End Fund - E...
   (FAPR)1 Year Chart         FAPR Ft Cboe Vest Us Equity Buff... 146 Closed $0.00 $0 0 0% -506,000 -14,477 0    N/A
   (TGAA)1 Year Chart         TGAA Target Global Acquisition I... 145 Closed $0.00 $0 0 0% -236,000 -1,656 0    N/A

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