Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: FREEDOM WEALTH ALLIANCE LLC
  City: BROOKFIELD
  State: WI
  Zip: 53045
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $60,789,000
  Total Value Change : $-10,835,000
  Securities Held Change : -17
   
All Securities Held : 47
  New Positions : 7
  Closed Positions : 24
  Increased Positions : 15
  Unchanged Positions : 2
  Decreased Positions : 23

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

   
Holdings Found : 24     View All Holdings Currently Viewing:  Closed 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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 58 Closed $177.81 $0 0 0% -205,000 -739 0    Auto Manufacturers
   (GGN)1 Year Chart         GGN Gabelli Global Gold Natural... 64 Closed $4.09 $0 0 0% -171,000 -44,435 0    Closed - End Fund - E...
   (BWZ)1 Year Chart         BWZ SPDR Series Trust 51 Closed $26.18 $0 0 0% -297,000 -10,786 0    Closed - End Fund - Debt
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 70 Closed $79.69 $0 0 0% -302,000 -3,800 0    Closed - End Fund - Debt
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 57 Closed $47.99 $0 0 0% -243,000 -5,042 0    N/A
   (HPQ)1 Year Chart         HPQ HP Inc 63 Closed $31.82 $0 0 0% -243,000 -7,238 0    Diversified Computer ...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 50 Closed $530.06 $0 0 0% -254,000 -565 0    Closed - End Fund - E...
   (MWA)1 Year Chart         MWA Mueller Water Products, Inc. 69 Closed $19.09 $0 0 0% -273,000 -16,688 0    Industrial Equipment ...
   (VIAV)1 Year Chart         VIAV VIAVI Solutions Inc 56 Closed $7.76 $0 0 0% -299,000 -26,048 0    Diversified Electronics
   (HON)1 Year Chart         HON Honeywell International Inc 62 Closed $204.62 $0 0 0% -309,000 -1,479 0    Conglomerates
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 49 Closed $176.92 $0 0 0% -280,000 -2,247 0    Search Engines & Info...
   (ACN)1 Year Chart         ACN Accenture Plc 68 Closed $305.70 $0 0 0% -206,000 -653 0    Management Services
   (OSUR)1 Year Chart         OSUR Orasure Technologies Inc 55 Closed $4.93 $0 0 0% -119,000 -25,232 0    Medical Instruments &...
   (ADTN)1 Year Chart         ADTN ADTRAN Inc 61 Closed $20.56 $0 0 0% -145,000 -13,266 0    Communication Equipment
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 48 Closed $23.19 $0 0 0% -747,000 -39,859 0    Closed - End Fund - Debt
   (TGNA)1 Year Chart         TGNA Tegna Inc 67 Closed $14.62 $0 0 0% -312,000 -19,042 0    Publishing
   (MINT)1 Year Chart         MINT Pimco ETF Trust 54 Closed $100.47 $0 0 0% -629,000 -6,314 0    Closed - End Fund - Debt
   (HDGE)1 Year Chart         HDGE AdvisorShares Ranger Equity... 60 Closed $20.19 $0 0 0% -206,000 -9,866 0    Closed - End Fund - Debt
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 66 Closed $81.72 $0 0 0% -211,000 -2,659 0    Closed - End Fund - E...
   (EMLC)1 Year Chart         EMLC Vaneck Vectors Jp Morgan Em... 53 Closed $24.62 $0 0 0% -357,000 -13,698 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 59 Closed $169.92 $0 0 0% -401,000 -2,992 0    Diversified Computer ...
   (SGDM)1 Year Chart         SGDM Sprott Gold Miners 65 Closed $24.17 $0 0 0% -216,000 -7,879 0    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 52 Closed $42.32 $0 0 0% -205,000 -5,095 0    Closed - End Fund - Debt
   (CRESY)1 Year Chart         CRESY Cresud Inc (ADR) 71 Closed $10.17 $0 0 0% -462,000 -56,421 0    Farm Products

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