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Company Main View
Name:
Second Half Financial Partners LLC
City:
SEBRING
State:
FL
Zip:
33870
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$224,869,000
Total Value Change :
$22,179,000
Securities Held Change :
12
All Securities Held :
65
New Positions
:
17
Closed Positions
:
5
Increased Positions
:
28
Unchanged Positions
:
3
Decreased Positions
:
17
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Free Registration Required For Full Results
Holdings Found :
3
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
NUV
Nuveen Municipal Value Fund...
56
-
$8.64
$257,000
29,464
0.11%
4,000
0
0.015
Closed - End Fund - Debt
UNP
Union Pacific Corp
64
-
$244.97
$201,000
817
0.09%
0
0
0
Railroads
RUM
Rumble Inc
65
-
$7.38
$164,000
20,273
0.07%
73,000
0
0.066
N/A
3
Records Found
1
Page 1 of 1
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Summary:
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