Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: VIAWEALTH LLC
  City: Overland PArk
  State: KS
  Zip: 66211
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  New 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
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 93 New $323.77 $559,000 1,966 0.35% 559,000 1,966 0.001    Networking & Communic...
   (MXI)1 Year Chart         MXI iShares S&P Global Material... 123 New $86.97 $344,000 3,846 0.22% 344,000 3,846 0.041    Closed - End Fund - E...
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc 129 New $84.53 $295,000 3,881 0.18% 295,000 3,881 0.003    AirDelivery & Freight...
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... 133 New $0.00 $283,000 12,163 0.18% 283,000 12,163 0.014    N/A
   (FTRE)1 Year Chart         FTRE Fortrea Holdings Inc. 145 New $26.91 $227,000 5,651 0.14% 227,000 5,651 0.006    N/A
   (V)1 Year Chart         V Visa Inc 150 New $278.54 $202,000 725 0.13% 202,000 725 0    Business Services
   (SOUN)1 Year Chart         SOUN Soundhound Ai Ord Shs Class A 153 New $5.48 $65,000 11,000 0.04% 65,000 11,000 0.007    N/A

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