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Company Main View
Name:
Seed Wealth Management Inc.
City:
EVANSTON
State:
IL
Zip:
60202
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$104,628,000
Total Value Change :
$5,531,000
Securities Held Change :
4
All Securities Held :
152
New Positions
:
8
Closed Positions
:
4
Increased Positions
:
13
Unchanged Positions
:
81
Decreased Positions
:
50
Download
Free Registration Required For Full Results
Holdings Found :
4
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
VWOB
Vanguard Emerging Markets G...
156
Closed
$63.15
$0
0
0%
-256,000
-4,050
0
N/A
MBB
iShares Barclays MBS Bond
155
Closed
$90.96
$0
0
0%
-622,000
-6,645
0
Closed - End Fund - E...
SNN
Smith & Nephew Plc (ADR)
154
Closed
$25.11
$0
0
0%
-213,000
-7,930
0
Medical Appliances & ...
YUMC
Yum China Holdings, Inc.
153
Closed
$38.89
$0
0
0%
-235,000
-5,545
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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