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  Name: Seed Wealth Management Inc.
  City: EVANSTON
  State: IL
  Zip: 60202
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         VWOB Vanguard Emerging Markets G... 156 Closed $63.15 $0 0 0% -256,000 -4,050 0    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 155 Closed $90.96 $0 0 0% -622,000 -6,645 0    Closed - End Fund - E...
   (SNN)1 Year Chart         SNN Smith & Nephew Plc (ADR) 154 Closed $25.11 $0 0 0% -213,000 -7,930 0    Medical Appliances & ...
   (YUMC)1 Year Chart         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
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