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Company Main View
Name:
LMG Wealth Partners LLC
City:
SHREVEPORT
State:
LA
Zip:
71106
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 :
$397,045,000
Total Value Change :
$36,875,000
Securities Held Change :
14
All Securities Held :
121
New Positions
:
18
Closed Positions
:
4
Increased Positions
:
45
Unchanged Positions
:
23
Decreased Positions
:
35
Download
Free Registration Required For Full Results
Holdings Found :
4
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
CBSH
Commerce Bancshares Inc
125
Closed
$56.96
$0
0
0%
-349,000
-6,542
0
Domestic Regional Banks
SLVM
Sylvamo Corp
124
Closed
$70.30
$0
0
0%
-304,000
-6,181
0
N/A
PDCO
Patterson Companies Inc
123
Closed
$25.76
$0
0
0%
-204,000
-7,179
0
Medical Equipment Who...
QQQ
Invesco QQQ Trust Series I
122
Closed
$451.76
$0
0
0%
-202,000
-494
0
Closed - End Fund - Debt
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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