Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Integrity Financial Corp /WA
  City: BELLEVUE
  State: WA
  Zip: 98004
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $145,691,000
  Total Value Change : $7,710,000
  Securities Held Change : 11
   
All Securities Held : 207
  New Positions : 17
  Closed Positions : 6
  Increased Positions : 52
  Unchanged Positions : 77
  Decreased Positions : 61

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

    
Holdings Found : 17     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
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 9 New $55.10 $3,794,000 67,553 2.6% 3,794,000 67,553 0.006    N/A
   (DNL)1 Year Chart         DNL WisdomTree World ex-US Growth 15 New $39.00 $2,044,000 52,559 1.4% 2,044,000 52,559 0.058    Closed - End Fund - Debt
   (YMAR)1 Year Chart         YMAR Ft Cboe Vest International ... 16 New $0.00 $1,840,000 79,399 1.26% 1,840,000 79,399 0.088    N/A
   (DE)1 Year Chart         DE Deere & Co 87 New $407.99 $308,000 750 0.21% 308,000 750 0    Farm & Construction M...
   (GJAN)1 Year Chart         GJAN Ft Cboe Vest Us Equity Mode... 99 New $0.00 $233,000 6,491 0.16% 233,000 6,491 0.146    N/A
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 101 New $0.00 $226,000 4,994 0.16% 226,000 4,994 0.002    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 106 New $184.21 $214,000 1,264 0.15% 214,000 1,264 0    Communication Equipment
   (ECL)1 Year Chart         ECL Ecolab Inc 107 New $231.75 $208,000 900 0.14% 208,000 900 0    Cleaning Products
   (XJAN)1 Year Chart         XJAN FT Vest U.S. Equity Enhance... 135 New $0.00 $92,000 2,893 0.06% 92,000 2,893 0    N/A
   (XFEB)1 Year Chart         XFEB Ft Vest US Equity Enh & Mod... New $0.00 $88,000 2,874 0.06% 88,000 2,874 0.287    N/A
   (QMAR)1 Year Chart         QMAR Ft Cboe Vest Growth100 Buff... 137 New $0.00 $85,000 3,225 0.06% 85,000 3,225 0.036    N/A
   (GFEB)1 Year Chart         GFEB Ft Cboe Vest Us Equity Mode... 153 New $0.00 $42,000 1,210 0.03% 42,000 1,210 0.018    N/A
   (GMAR)1 Year Chart         GMAR Ft Cboe Vest Us Equity Mode... 163 New $0.00 $26,000 764 0.02% 26,000 764 0.019    N/A
   (GAPR)1 Year Chart         GAPR Ft Cboe Vest Us Equity Mode... 168 New $0.00 $20,000 596 0.01% 20,000 596 0.011    N/A
   (ICF)1 Year Chart         ICF iShares Tr Cohen & Steers 180 New $0.00 $6,000 112 0% 6,000 112 0    Closed - End Fund - E...
   (MJ)1 Year Chart         MJ Amplify Alternative Harvest... 198 New $4.18 $2,000 569 0% 2,000 569 0    N/A
   (DEM)1 Year Chart         DEM WisdomTree Emerging Markets... 199 New $43.93 $2,000 55 0% 2,000 55 0    Closed - End Fund - E...
      17 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