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Company Main View
Name:
Alpha Financial Advisors LLC
City:
CHARLOTTE
State:
NC
Zip:
28277
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 :
$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
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
DFAW
Dimensional World Equity Etf
38
New
$0.00
$248,000
4,192
0.12%
248,000
4,192
0.047
N/A
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
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