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Company Main View
Name:
Semus Wealth Partners LLC
City:
Boca Raton
State:
FL
Zip:
33432
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 :
$118,724,000
Total Value Change :
$-3,315,000
Securities Held Change :
-2
All Securities Held :
127
New Positions
:
10
Closed Positions
:
13
Increased Positions
:
39
Unchanged Positions
:
2
Decreased Positions
:
76
Download
Free Registration Required For Full Results
Holdings Found :
2
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
PEG
Public Service Enterprise G...
39
-
$73.49
$618,000
9,258
0.52%
52,000
0
0.002
Multi Utilities
FDEC
Ft Cboe Vest Us Equity Buff...
78
-
$0.00
$340,000
8,249
0.29%
18,000
0
0.092
N/A
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
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