Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Revolve Wealth Partners LLC
  City: Hackensack
  State: NJ
  Zip: 047601
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $585,288,000
  Total Value Change : $68,846,000
  Securities Held Change : 22
   
All Securities Held : 181
  New Positions : 21
  Closed Positions : 1
  Increased Positions : 110
  Unchanged Positions : 14
  Decreased Positions : 36

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

   
Holdings Found : 13     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
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 59 - $27.68 $1,264,000 23,702 0.22% 109,000 0 0.003    Closed - End Fund - E...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 71 - $104.56 $825,000 7,877 0.14% -5,000 0 0.009    Closed - End Fund - Debt
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 87 - $21.01 $649,000 30,971 0.11% 2,000 0 0.006    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 97 - $43.63 $555,000 13,509 0.09% 12,000 0 0    Closed - End Fund - E...
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 110 - $20.42 $439,000 21,472 0.08% 0 0 0.007    N/A
   (IWY)1 Year Chart         IWY iShares Trust 111 - $200.74 $415,000 2,126 0.07% 42,000 0 0.002    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 116 - $131.99 $375,000 2,856 0.06% 18,000 0 0.002    Closed - End Fund - E...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 122 - $303.00 $332,000 1,106 0.06% 29,000 0 0.002    Closed - End Fund - E...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 129 - $3,176.39 $299,000 103 0.05% 63,000 0 0    Restaurants
   (UTWO)1 Year Chart         UTWO Us Treasury 2 Year Note Etf 140 - $0.00 $274,000 5,701 0.05% -2,000 0 0.063    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 143 - $139.80 $266,000 1,972 0.05% 24,000 0 0.001    Closed - End Fund - E...
   (UFIV)1 Year Chart         UFIV Us Treasury 5 Year Note Etf 169 - $0.00 $214,000 4,403 0.04% -3,000 0 0    N/A
   (NOVT)1 Year Chart         NOVT Novanta Inc 170 - $165.52 $213,000 1,221 0.04% 7,000 0 0.006    Scientific & Technica...

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