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Company Main View
Name:
Great Waters Wealth Management
City:
MINNEAPOLIS
State:
MN
Zip:
55403
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 :
$612,265,000
Total Value Change :
$48,490,000
Securities Held Change :
3
All Securities Held :
99
New Positions
:
7
Closed Positions
:
4
Increased Positions
:
31
Unchanged Positions
:
20
Decreased Positions
:
41
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
SCHX
Schwab Strategic Trust
103
Closed
$62.05
$0
0
0%
-214,000
-3,859
0
Closed - End Fund - Debt
BAC
Bank of America Corp
102
Closed
$38.49
$0
0
0%
-224,000
-6,667
0
Domestic Money Center...
IEMG
Ishares Core Msci Emerging ...
100
Closed
$53.97
$0
0
0%
-224,000
-4,501
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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