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Company Main View
Name:
BROWN WEALTH MANAGEMENT LLC
City:
Naperville
State:
IL
Zip:
60563
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$225,999,000
Total Value Change :
$15,876,000
Securities Held Change :
6
All Securities Held :
89
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
28
Unchanged Positions
:
18
Decreased Positions
:
38
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed 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
LGLV
Spdr Russell 1000 Low Volat...
92
Closed
$155.22
$0
0
0%
-6,759,000
-50,620
0
N/A
MLN
Vaneck Vectors Amt Free Lon...
91
Closed
$0.00
$0
0
0%
-5,232,000
-313,125
0
N/A
VOO
Vanguard S&P 500 Etf
90
Closed
$485.97
$0
0
0%
-218,000
-556
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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