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Company Main View
Name:
HTG Investment Advisors Inc.
City:
NEW CANAAN
State:
CT
Zip:
06840
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 :
$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
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
IVE
iShares S&P 500/BARRA Value
64
Closed
$184.70
$0
0
0%
-201,000
-1,155
0
Closed - End Fund - E...
PM
Philip Morris International...
63
Closed
$99.84
$0
0
0%
-206,000
-2,185
0
Cigarettes & Other To...
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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