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Company Main View
Name:
Roger Wittlin Investment Advisory LLC
City:
San Francisco
State:
CA
Zip:
94133
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 :
$142,604,000
Total Value Change :
$7,242,000
Securities Held Change :
5
All Securities Held :
46
New Positions
:
9
Closed Positions
:
4
Increased Positions
:
17
Unchanged Positions
:
2
Decreased Positions
:
18
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
GLD
streetTRACKS Gold Trust
29
-
$223.66
$676,000
3,287
0.47%
48,000
0
0.001
Closed - End Fund - E...
PLTR
Palantir Technologies Inc
35
-
$21.76
$321,000
13,956
0.23%
81,000
0
0.001
N/A
2
Records Found
1
Page 1 of 1
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Summary:
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