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Company Main View
Name:
Artemis Wealth Advisors LLC
City:
NEW YORK
State:
NY
Zip:
10022
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$529,511,000
Total Value Change :
$7,929,000
Securities Held Change :
9
All Securities Held :
33
New Positions
:
9
Closed Positions
:
3
Increased Positions
:
11
Unchanged Positions
:
6
Decreased Positions
:
7
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
IWS
iShares Tr Rssll Midcap Valu
35
Closed
$124.04
$0
0
0%
-409,000
-3,518
0
Closed - End Fund - E...
SPY
Standard & Poors Depository...
34
Closed
$523.30
$0
0
0%
-1,056,000
-2,221
0
Closed - End Fund - E...
IWM
iShares Tr Russell 2000 Indx
36
Closed
$206.86
$0
0
0%
-33,436,000
-166,587
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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