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Company Main View
Name:
SC&H Financial Advisors Inc.
City:
SPARKS
State:
MD
Zip:
21152
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 :
$384,090,000
Total Value Change :
$37,327,000
Securities Held Change :
5
All Securities Held :
143
New Positions
:
Closed Positions
:
Increased Positions
:
Unchanged Positions
:
Decreased Positions
:
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
LIN
Linde Plc
Closed
$427.71
$0
0
0%
-315,000
-766
0
N/A
BMY
Bristol-Myers Squibb Co
Closed
$43.67
$0
0
0%
-219,000
-4,274
0
Drug Manufacturers - ...
DTE
DTE Energy Co
Closed
$114.73
$0
0
0%
-222,000
-2,015
0
Electric Utilities
TT
Trane Technologies (Ingerso...
Closed
$327.60
$0
0
0%
-215,000
-881
0
Diversified Machinery
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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