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Company Main View
Name:
Westwood Wealth Management
City:
Los Angeles
State:
CA
Zip:
90025
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 :
$203,813,000
Total Value Change :
$74,216,000
Securities Held Change :
3
All Securities Held :
36
New Positions
:
Closed Positions
:
Increased Positions
:
Unchanged Positions
:
Decreased Positions
:
Download
Free Registration Required For Full Results
Holdings Found :
3
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
BIIB
Biogen Idec Inc
Closed
$221.50
$0
0
0%
-291,000
-1,125
0
Biotechnology
GM
General Motors Co
Closed
$42.66
$0
0
0%
-333,000
-9,265
0
Auto Manufacturers
BX
Blackstone Group LP
Closed
$120.62
$0
0
0%
-939,000
-7,175
0
Asset Management
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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