Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Safeguard Financial LLC
  City: GREEN BAY
  State: WI
  Zip: 54313
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $306,885,000
  Total Value Change : $42,787,000
  Securities Held Change : 2
   
All Securities Held : 81
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 36
  Unchanged Positions : 8
  Decreased Positions : 31

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

    
Holdings Found : 4     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
   (HON)1 Year Chart         HON Honeywell International Inc 44 New $205.97 $595,000 2,900 0.19% 595,000 2,900 0    Conglomerates
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 72 New $166.42 $235,000 1,292 0.08% 235,000 1,292 0    Drug Manufacturers - ...
   (MA)1 Year Chart         MA MasterCard Inc A 73 New $460.27 $221,000 458 0.07% 221,000 458 0    Business Services
   (IBDV)1 Year Chart         IBDV Ishares Ibonds Dec 2030 Ter... 75 New $0.00 $208,000 9,719 0.07% 208,000 9,719 0.011    N/A
      4 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