Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Hassell Wealth Management LLC
  City: Houma
  State: LA
  Zip: 70360
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $157,732,000
  Total Value Change : $8,735,000
  Securities Held Change : 6
   
All Securities Held : 24
  New Positions : 6
  Closed Positions : 0
  Increased Positions : 8
  Unchanged Positions : 4
  Decreased Positions : 6

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged 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
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 10 - $105.74 $4,856,000 45,589 3.08% -75,000 0 0.003    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 15 - $165.78 $933,000 5,744 0.59% 23,000 0 0.002    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 23 - $117.26 $359,000 2,969 0.23% 48,000 0 0    Integrated Oil & Gas

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