Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Alpha Financial Advisors LLC
  City: CHARLOTTE
  State: NC
  Zip: 28277
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $212,053,000
  Total Value Change : $14,784,000
  Securities Held Change : 4
   
All Securities Held : 44
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 9
  Decreased Positions : 11

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

   
Holdings Found : 2     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
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf 38 New $0.00 $248,000 4,192 0.12% 248,000 4,192 0.047    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 40 New $184.70 $237,000 1,312 0.11% 237,000 1,312 0    Internet Software & S...

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