Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ADAMSBROWN WEALTH CONSULTANTS LLC
  City: GREAT BEND
  State: KS
  Zip: 67530
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $247,102,000
  Total Value Change : $17,338,000
  Securities Held Change : -1
   
All Securities Held : 82
  New Positions : 5
  Closed Positions : 6
  Increased Positions : 35
  Unchanged Positions : 10
  Decreased Positions : 32

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

   
Holdings Found : 5     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
   (DIS)1 Year Chart         DIS Walt Disney Co 68 New $103.25 $264,000 2,158 0.11% 264,000 2,158 0    Entertainment - Diver...
   (URI)1 Year Chart         URI United Rentals Inc 72 New $685.79 $222,000 308 0.09% 222,000 308 0    Rental & Leasing Serv...
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 74 New $0.00 $217,000 7,519 0.09% 217,000 7,519 0.008    N/A
   (FTXN)1 Year Chart         FTXN First Trust Nasdaq Oil And Gas 79 New $0.00 $200,000 6,202 0.08% 200,000 6,202 0.016    N/A
   (EXK)1 Year Chart         EXK Endeavour Silver Corp 82 New $3.87 $36,000 15,000 0.01% 36,000 15,000 0.01    Silver

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results