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Company Main View
Name:
Buttonwood Financial Group LLC
City:
Kansas City
State:
MO
Zip:
64108
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
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 :
$169,073,000
Total Value Change :
$31,657,000
Securities Held Change :
2
All Securities Held :
29
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
17
Unchanged Positions
:
0
Decreased Positions
:
7
Download
Free Registration Required For Full Results
Holdings Found :
3
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
IYE
iShares Tr Enrgy Sector Indx
32
Closed
$49.17
$0
0
0%
-766,000
-17,361
0
Closed - End Fund - E...
LQD
iShares Trust Goldman Sachs
31
Closed
$107.61
$0
0
0%
-532,000
-4,804
0
Closed - End Fund - E...
TFLO
Ishares Treasury Floating R...
30
Closed
$0.00
$0
0
0%
-3,930,000
-77,877
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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