Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Ratio Wealth Group
  City: DENVER
  State: CO
  Zip: 80218
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $462,160,000
  Total Value Change : $62,952,000
  Securities Held Change : 4
   
All Securities Held : 73
  New Positions : 8
  Closed Positions : 5
  Increased Positions : 30
  Unchanged Positions : 10
  Decreased Positions : 25

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

   
Holdings Found : 5     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
   (AVGO)1 Year Chart         AVGO Broadcom Limited 74 Closed $1,380.03 $0 0 0% -442,000 -532 0    Semiconductor- Broad...
   (EWU)1 Year Chart         EWU iShares United Kingdom Index 78 Closed $36.42 $0 0 0% -1,093,000 -34,549 0    Closed - End Fund - E...
   (RHS)1 Year Chart         RHS Invesco S&p 500 Equal Weigh... 77 Closed $32.48 $0 0 0% -582,000 -19,389 0    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 76 Closed $117.67 $0 0 0% -207,000 -1,758 0    Integrated Oil & Gas
   (FIVG)1 Year Chart         FIVG Defiance Next Gen Connectiv... 75 Closed $38.57 $0 0 0% -979,000 -31,327 0    N/A

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