Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: HTG Investment Advisors Inc.
  City: NEW CANAAN
  State: CT
  Zip: 06840
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $172,466,000
  Total Value Change : $19,342,000
  Securities Held Change : 0
   
All Securities Held : 61
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 17
  Unchanged Positions : 23
  Decreased Positions : 18

                  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:  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
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 64 Closed $184.70 $0 0 0% -201,000 -1,155 0    Closed - End Fund - E...
   (PM)1 Year Chart         PM Philip Morris International... 63 Closed $99.84 $0 0 0% -206,000 -2,185 0    Cigarettes & Other To...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 62 Closed $218.09 $0 0 0% -250,000 -1,309 0    Closed - End Fund - E...

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