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Company Main View
Name:
CM WEALTH ADVISORS LLC
City:
BEACHWOOD
State:
OH
Zip:
44122
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$232,617,000
Total Value Change :
$-26,832,000
Securities Held Change :
-3
All Securities Held :
75
New Positions
:
2
Closed Positions
:
4
Increased Positions
:
10
Unchanged Positions
:
51
Decreased Positions
:
12
Download
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
AWK
American Water Works Compan...
52
New
$131.82
$381,000
2,889
0.16%
381,000
2,889
0.002
Multi Utilities
ICE
Intercontinental Exchange Inc
72
New
$133.72
$214,000
1,665
0.09%
214,000
1,665
0
Business Services
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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