Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: TrueWealth Financial Partners
  City: BELLEVUE
  State: WA
  Zip: 98005
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $131,640,000
  Total Value Change : $10,042,000
  Securities Held Change : 1
   
All Securities Held : 16
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 1
  Decreased Positions : 3

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

    
Holdings Found : 1     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
   (AAPL)1 Year Chart         AAPL Apple Inc 14 - $189.84 $1,003,000 5,210 0.76% 111,000 0 0    Personal Computers
      1 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