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Company Main View
Name:
Waterford Advisors LLC
City:
ORCHARD PARK
State:
NY
Zip:
14127
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$213,431,000
Total Value Change :
$34,665,000
Securities Held Change :
4
All Securities Held :
51
New Positions
:
3
Closed Positions
:
3
Increased Positions
:
14
Unchanged Positions
:
18
Decreased Positions
:
16
Download
Free Registration Required For Full Results
Holdings Found :
3
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
APH
Amphenol Corp
54
Closed
$127.16
$0
0
0%
-1,139,000
-13,561
0
Diversified Electronics
CBU
Community Bank System Inc
53
Closed
$47.12
$0
0
0%
-1,894,000
-44,863
0
Domestic Regional Banks
IBDO
Ishares Ibonds Dec 2023 Ter...
52
Closed
$25.33
$0
0
0%
-2,450,000
-96,603
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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