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Company Main View
Name:
SS&H Financial Advisors Inc.
City:
TROY
State:
MI
Zip:
48084
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
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 :
$240,090,000
Total Value Change :
$4,285,000
Securities Held Change :
-1
All Securities Held :
115
New Positions
:
2
Closed Positions
:
4
Increased Positions
:
13
Unchanged Positions
:
68
Decreased Positions
:
32
Download
Free Registration Required For Full Results
Holdings Found :
4
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
SHW
Sherwin Williams Co
118
Closed
$314.02
$0
0
0%
-5,434,000
-17,421
0
General Building Mate...
ARCC
Ares Capital Corp
117
Closed
$21.15
$0
0
0%
-269,000
-13,450
0
Closed - End Fund - Debt
BP
BP Plc (ADR)
116
Closed
$37.11
$0
0
0%
-389,000
-10,980
0
Integrated Oil & Gas
SBUX
Starbucks Corp
119
Closed
$75.28
$0
0
0%
-206,000
-2,144
0
Specialty Eateries
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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