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Company Main View
Name:
BEACON INVESTMENT ADVISORS LLC
City:
Gaithersburg
State:
MD
Zip:
20877
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$156,374,000
Total Value Change :
$15,243,000
Securities Held Change :
4
All Securities Held :
125
New Positions
:
3
Closed Positions
:
1
Increased Positions
:
81
Unchanged Positions
:
12
Decreased Positions
:
29
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Free Registration Required For Full Results
Holdings Found :
1
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
LLY
Eli Lilly & Co
126
Closed
$760.00
$0
0
0%
-554,000
-1,031
0
Drug Manufacturers - ...
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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