Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Arcadia Wealth Management LLC
  City: Manchester
  State: NH
  Zip: 03101
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $162,636,000
  Total Value Change : $18,640,000
  Securities Held Change : 2
   
All Securities Held : 57
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 37
  Unchanged Positions : 6
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 5 - $27.86 $13,076,000 463,026 8.04% -3,338,000 -111,699 0.047    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 6 - $62.27 $8,582,000 139,297 5.28% 593,000 -3,612 0.015    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 12 - $342.87 $3,538,000 10,488 2.18% 195,000 -539 0.004    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 16 - $486.69 $2,703,000 5,705 1.66% 98,000 -258 0.001    Closed - End Fund - E...
   (IWY)1 Year Chart         IWY iShares Trust 19 - $199.65 $2,226,000 11,410 1.37% 195,000 -184 0.013    N/A
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 24 - $0.00 $1,128,000 10,867 0.69% 72,000 -39 0.001    Closed - End Fund - E...
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 27 - $0.00 $1,074,000 19,743 0.66% 37,000 -159 0.001    Closed - End Fund - E...
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 33 - $124.51 $705,000 5,627 0.43% 19,000 -269 0.005    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 42 - $0.00 $379,000 4,530 0.23% 21,000 -53 0    N/A
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 44 - $84.11 $360,000 4,235 0.22% 7,000 -117 0.006    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 47 - $252.41 $318,000 1,283 0.2% 26,000 -22 0.003    Closed - End Fund - E...
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 48 - $0.00 $300,000 1,603 0.18% 48,000 -5 0    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 51 - $0.00 $272,000 4,729 0.17% 7,000 -45 0.001    N/A

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results