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  Name: VIAWEALTH LLC
  City: Overland PArk
  State: KS
  Zip: 66211
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,927,000
  Total Value Change : $14,460,000
  Securities Held Change : 2
   
All Securities Held : 153
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 44
  Unchanged Positions : 34
  Decreased Positions : 68

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (IFF)1 Year Chart         IFF International Flavors & Fra... 155 Closed $98.82 $0 0 0% -368,000 -4,540 0    Specialty Chemicals
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 154 Closed $532.75 $0 0 0% -504,000 -1,055 0    Closed - End Fund - E...
   (FDX)1 Year Chart         FDX Fedex Corp 158 Closed $254.71 $0 0 0% -312,000 -1,234 0    AirDelivery & Freight...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 157 Closed $151.27 $0 0 0% -206,000 -1,316 0    Drug Manufacturers - ...
   (NKE)1 Year Chart         NKE Nike Inc B 156 Closed $91.77 $0 0 0% -306,000 -2,817 0    Textile - Apparel Foo...

      5 Records Found
  1    
Page 1 of 1
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