|
|
Name: |
THEORY FINANCIAL LLC |
City: |
FORT COLLINS |
State: |
CO |
Zip: |
80528 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
4 |
|
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 |
|
XOM |
Exxon Mobil Corp |
57 |
- |
$117.96 |
$321,000 |
3,210 |
0.17% |
-56,000 |
0 |
0 |
Integrated Oil & Gas |
|
GOOGL |
Alphabet Inc |
60 |
- |
$168.65 |
$285,000 |
2,043 |
0.15% |
18,000 |
0 |
0 |
Search Engines & Info... |
|
CVX |
Chevron Corp |
61 |
- |
$165.82 |
$284,000 |
1,903 |
0.15% |
-37,000 |
0 |
0 |
Integrated Oil & Gas |
|
NEE |
NextEra Energy |
67 |
- |
$73.79 |
$218,000 |
3,588 |
0.12% |
12,000 |
0 |
0 |
Electric Utilities |
|