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  Name: Eley Financial Management Inc
  City: SOUTH BURLINGTON
  State: VT
  Zip: 05403
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $213,381,000
  Total Value Change : $17,094,000
  Securities Held Change : 0
   
All Securities Held : 68
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 29
  Unchanged Positions : 5
  Decreased Positions : 32

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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
   (CLY)1 Year Chart         CLY iShares Trust 6 New $50.58 $6,351,000 120,542 2.98% 6,351,000 120,542 0.131    Closed - End Fund - Debt
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 12 New $92.10 $4,863,000 49,181 2.28% 4,863,000 49,181 0.004    Closed - End Fund - E...

      2 Records Found
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