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  Name: COLUMBIA ADVISORY PARTNERS LLC
  City: SPOKANE
  State: WA
  Zip: 99205
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $98,679,000
  Total Value Change : $1,379,000
  Securities Held Change : -12
   
All Securities Held : 51
  New Positions : 3
  Closed Positions : 16
  Increased Positions : 22
  Unchanged Positions : 2
  Decreased Positions : 24

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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 19 New $0.00 $900,000 18,654 0.91% 900,000 18,654 0.015    N/A
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 20 New $0.00 $885,000 8,788 0.9% 885,000 8,788 0.01    N/A
   (ADAP)1 Year Chart         ADAP Adaptimmune Therapeutics PLC 50 New $1.20 $25,000 15,585 0.03% 25,000 15,585 0.01    N/A

      3 Records Found
  1    
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