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Company Main View
Name:
Integris Wealth Management LLC
City:
Monterey
State:
CA
Zip:
93940
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 :
$361,745,000
Total Value Change :
$23,857,000
Securities Held Change :
3
All Securities Held :
95
New Positions
:
3
Closed Positions
:
0
Increased Positions
:
16
Unchanged Positions
:
35
Decreased Positions
:
41
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
New 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
NVDA
NVIDIA Corporation
80
New
$943.59
$276,000
306
0.08%
276,000
306
0
Semiconductor - Speci...
HD
Home Depot Inc
88
New
$342.73
$238,000
621
0.07%
238,000
621
0
Home Improvement Stores
CTVA
Corteva, Inc.
94
New
$56.00
$211,000
3,666
0.06%
211,000
3,666
0
N/A
3
Records Found
1
Page 1 of 1
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Summary:
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