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Company Main View
Name:
REGIMEN WEALTH LLC
City:
ATLANTA
State:
GA
Zip:
30339
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 :
$261,257,000
Total Value Change :
$17,757,000
Securities Held Change :
4
All Securities Held :
61
New Positions
:
12
Closed Positions
:
9
Increased Positions
:
35
Unchanged Positions
:
3
Decreased Positions
:
11
Download
Free Registration Required For Full Results
Holdings Found :
3
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
BRK.A
Berkshire Hathaway Inc
26
-
$629,375.00
$1,085,000
2
0.42%
22,000
0
0
Property & Casualty I...
SNPS
Synopsys Inc
55
-
$566.73
$245,000
476
0.09%
27,000
0
0
Technical & System So...
SHCR
Falcon Capital Acquisition ...
60
-
$0.86
$163,000
151,332
0.06%
21,000
0
0.045
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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