Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Authentikos Wealth Advisory LLC
  City: MORGAN HILL
  State: CA
  Zip: 95037
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $94,335,000
  Total Value Change : $-9,231,000
  Securities Held Change : -595
   
All Securities Held : 59
  New Positions : 2
  Closed Positions : 590
  Increased Positions : 7
  Unchanged Positions : 5
  Decreased Positions : 45

                  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
   (BILZ)1 Year Chart         BILZ Pimco Ultra Short Governmen... 11 New $100.90 $2,271,000 22,570 2.41% 2,271,000 22,570 0.251    N/A
   (FIAX)1 Year Chart         FIAX Nicholas Fixed Income Alter... 35 New $0.00 $607,000 30,824 0.64% 607,000 30,824 0.342    N/A
      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us