Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: INVICTUS PRIVATE WEALTH LLC
  City: Denver
  State: CO
  Zip: 80206
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,021,790,000
  Total Value Change : $107,656,000
  Securities Held Change : 1
   
All Securities Held : 90
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 22
  Unchanged Positions : 5
  Decreased Positions : 60

                  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:  Unchanged 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
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 41 - $76.11 $689,000 10,015 0.07% 139,000 0 0.001    Investment Brokerage ...
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 44 - $57.19 $663,000 9,710 0.06% 111,000 0 0.004    Industrial Metals & M...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 74 - $251.38 $320,000 1,323 0.03% 37,000 0 0.003    Closed - End Fund - E...
   (CME)1 Year Chart         CME CME Group Inc 81 - $208.46 $290,000 1,375 0.03% 15,000 0 0    Business Services
   (LLY)1 Year Chart         LLY Eli Lilly & Co 85 - $760.00 $248,000 426 0.02% 19,000 0 0    Drug Manufacturers - ...

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