Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: BMS Financial Advisors LLC
  City: RAPID CITY
  State: SD
  Zip: 57702
   
Achive data
  View Filing Period:
  
 
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

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

   
Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged 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
   (PJUN)1 Year Chart         PJUN Innovator S&p 500 Power Buf... 75 - $0.00 $380,000 12,000 0.25% 11,000 0 0    N/A
   (MCD)1 Year Chart         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
Free Registration Required For Full Results