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Company Main View
Name:
Strait & Sound Wealth Management LLC
City:
SAN FRANCISCO
State:
CA
Zip:
94122
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$178,960,000
Total Value Change :
$18,751,000
Securities Held Change :
3
All Securities Held :
129
New Positions
:
4
Closed Positions
:
2
Increased Positions
:
48
Unchanged Positions
:
29
Decreased Positions
:
48
Download
Free Registration Required For Full Results
Holdings Found :
2
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
ADM
Archer Daniels Midland Co
128
Closed
$60.49
$0
0
0%
-396,000
-5,741
0
Food - Major Diversified
CWB
SPDR Barclays Capital Conve...
127
Closed
$72.22
$0
0
0%
-247,000
-3,500
0
N/A
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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