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Company Main View
Name:
Aquire Wealth Advisors LLC
City:
SOUTH JORDAN
State:
UT
Zip:
84095
Achive data
View Filing Period:
Current Quarter
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 :
2023-12-31
Total Value :
$262,982,000
Total Value Change :
$23,184,000
Securities Held Change :
1
All Securities Held :
40
New Positions
:
2
Closed Positions
:
1
Increased Positions
:
14
Unchanged Positions
:
7
Decreased Positions
:
17
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Free Registration Required For Full Results
Holdings Found :
2
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
NVDA
NVIDIA Corporation
37
New
$898.78
$223,000
450
0.08%
223,000
450
0
Semiconductor - Speci...
AOR
iShares Core Growth Allocat...
38
New
$55.29
$207,000
3,889
0.08%
207,000
3,889
0.013
Closed - End Fund - Debt
2
Records Found
1
Page 1 of 1
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Summary:
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