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Company Main View
Name:
Cosner Financial Group LLC
City:
FORT COLLINS
State:
CO
Zip:
80521
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$139,608,000
Total Value Change :
$21,246,000
Securities Held Change :
2
All Securities Held :
34
New Positions
:
1
Closed Positions
:
0
Increased Positions
:
26
Unchanged Positions
:
2
Decreased Positions
:
5
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
CVX
Chevron Corp
12
-
$157.75
$3,934,000
24,939
2.82%
214,000
0
0.001
Integrated Oil & Gas
SLQD
iShares 0-5 Year Investment...
14
-
$49.07
$2,094,000
42,541
1.5%
1,000
0
0.108
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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