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  Name: LOWERY THOMAS LLC
  City: SAN FRANCISCO
  State: CA
  Zip: 94104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $130,633,000
  Total Value Change : $14,176,000
  Securities Held Change : 0
   
All Securities Held : 46
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 24
  Unchanged Positions : 0
  Decreased Positions : 20

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Holdings Found : 2     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
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 48 Closed $110.24 $0 0 0% -518,000 -4,702 0    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 47 Closed $166.73 $0 0 0% -574,000 -3,641 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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