Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: WEALTH EFFECTS LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $271,110,000
  Total Value Change : $5,115,000
  Securities Held Change : -10
   
All Securities Held : 217
  New Positions : 14
  Closed Positions : 23
  Increased Positions : 56
  Unchanged Positions : 32
  Decreased Positions : 115

                  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:  New 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
   (MU)1 Year Chart         MU Micron Technology Inc 112 New $119.32 $478,000 4,055 0.18% 478,000 4,055 0    Semiconductor - Memor...
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... 114 New $106.07 $462,000 3,700 0.17% 462,000 3,700 0    N/A
   (IOT)1 Year Chart         IOT Samsara Inc. 154 New $38.41 $289,000 7,650 0.11% 289,000 7,650 0.002    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 174 New $0.00 $244,000 1,849 0.09% 244,000 1,849 0.002    Closed - End Fund - E...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 187 New $92.55 $218,000 2,353 0.08% 218,000 2,353 0    Closed - End Fund - Debt
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 193 New $446.95 $209,000 500 0.08% 209,000 500 0    Investment Brokerage ...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 194 New $284.23 $208,000 723 0.08% 208,000 723 0.001    Closed - End Fund - E...
   (PH)1 Year Chart         PH Parker Hannifin Corp 196 New $554.91 $201,000 361 0.07% 201,000 361 0    Industrial Equipment ...
   (FV)1 Year Chart         FV First Trust Dorsey Wright F... 195 New $55.30 $201,000 3,514 0.07% 201,000 3,514 0.006    N/A
   (AXP)1 Year Chart         AXP American Express Co 197 New $236.24 $200,000 880 0.07% 200,000 880 0    Credit Services
   (RXRX)1 Year Chart         RXRX Recursion Pharmaceuticals, ... 204 New $8.59 $150,000 15,000 0.06% 150,000 15,000 0.037    N/A
   (ALT)1 Year Chart         ALT Altimmune, Inc 205 New $7.16 $150,000 14,700 0.06% 150,000 14,700 0    Diversified Investments
   (MTBC)1 Year Chart         MTBC CareCloud, Inc 214 New $1.08 $15,000 12,932 0.01% 15,000 12,932 0.098    N/A
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us