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Company Main View
Name:
BMS Financial Advisors LLC
City:
RAPID CITY
State:
SD
Zip:
57702
Achive data
View Filing Period:
Current Quarter
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-06-30
Total Value :
$153,362,000
Total Value Change :
$8,702,000
Securities Held Change :
6
All Securities Held :
113
New Positions
:
19
Closed Positions
:
14
Increased Positions
:
9
Unchanged Positions
:
2
Decreased Positions
:
83
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
PJUN
Innovator S&p 500 Power Buf...
75
-
$0.00
$380,000
12,000
0.25%
11,000
0
0
N/A
MCD
McDonalds Corp
94
-
$273.87
$302,000
1,012
0.2%
19,000
0
0
Restaurants
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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