Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: DDFG Inc
  City: THOUSAND OAKS
  State: CA
  Zip: 91360
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $314,739,000
  Total Value Change : $19,138,000
  Securities Held Change : 1
   
All Securities Held : 74
  New Positions : 6
  Closed Positions : 6
  Increased Positions : 24
  Unchanged Positions : 13
  Decreased Positions : 31

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

   
Holdings Found : 6     View All Holdings Currently Viewing:  New 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
   (LRGF)1 Year Chart         LRGF Ishares Factorselect Msci U... 14 New $53.58 $7,623,000 141,668 2.42% 7,623,000 141,668 0.059    N/A
   (INTF)1 Year Chart         INTF Ishares Factorselect Msci I... 15 New $30.06 $5,621,000 188,384 1.79% 5,621,000 188,384 0.493    N/A
   (KMPR)1 Year Chart         KMPR Kemper Corporation 65 New $60.75 $217,000 3,499 0.07% 217,000 3,499 0.005    Property & Casualty I...
   (V)1 Year Chart         V Visa Inc 68 New $280.74 $206,000 737 0.07% 206,000 737 0    Business Services
   (LLY)1 Year Chart         LLY Eli Lilly & Co 69 New $760.00 $205,000 264 0.07% 205,000 264 0.002    Drug Manufacturers - ...
   (DIS)1 Year Chart         DIS Walt Disney Co 72 New $105.79 $201,000 1,641 0.06% 201,000 1,641 0    Entertainment - Diver...

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