Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Consilium Wealth Advisory LLC
City:
Richardson
State:
TX
Zip:
75080
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$177,739,000
Total Value Change :
$11,471,000
Securities Held Change :
-2
All Securities Held :
83
New Positions
:
3
Closed Positions
:
5
Increased Positions
:
37
Unchanged Positions
:
13
Decreased Positions
:
30
Download
Free Registration Required For Full Results
Holdings Found :
5
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
ULTA
Ulta Salon Cosmetics & Frag...
84
Closed
$381.13
$0
0
0%
-205,000
-418
0
Personal Services
CMCSA
Comcast Corp
88
Closed
$38.54
$0
0
0%
-270,000
-6,151
0
CATV Systems
NEE
NextEra Energy
87
Closed
$77.53
$0
0
0%
-652,000
-10,732
0
Electric Utilities
TLH
iShares Barclays 10-20 Year...
86
Closed
$100.88
$0
0
0%
-310,000
-2,868
0
Closed - End Fund - E...
TFI
Spdr Brcly Cap Muni Bond
85
Closed
$45.31
$0
0
0%
-619,000
-13,177
0
Closed - End Fund - E...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us