Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ENZI WEALTH
  City: AUSTIN
  State: TX
  Zip: 78759
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $212,990,000
  Total Value Change : $4,872,000
  Securities Held Change : 1
   
All Securities Held : 59
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 17
  Decreased Positions : 23

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 55 New $202.47 $216,000 1,183 0.1% 216,000 1,183 0    Domestic Money Center...
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 58 New $252.10 $205,000 853 0.1% 205,000 853 0.002    Closed - End Fund - E...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 59 New $64.10 $203,000 3,196 0.1% 203,000 3,196 0    N/A

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results