Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: AIFG Consultants Ltd.
  City: HALFMOON
  State: NY
  Zip: 12065
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $138,749,000
  Total Value Change : $7,301,000
  Securities Held Change : 6
   
All Securities Held : 45
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 17     View All Holdings Currently Viewing:  Decreased 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
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 3 - $122.69 $13,521,000 109,125 9.74% -220,000 -7,867 0.71    Closed - End Fund - Debt
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 4 - $0.00 $11,524,000 199,176 8.31% 448,000 -2,284 0.022    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 7 - $47.92 $7,867,000 178,594 5.67% -219,000 -19,063 0.089    N/A
   (FJUL)1 Year Chart         FJUL Ft Cboe Vest U.S. Equity Bu... 9 - $0.00 $6,774,000 152,400 4.88% -104,000 -12,861 1.693    N/A
   (BSJQ)1 Year Chart         BSJQ Invesco Bulletshares 2026 H... 10 - $0.00 $6,657,000 287,191 4.8% 11,000 -153 0.319    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 12 - $39.01 $5,779,000 150,187 4.17% 308,000 -2,300 0.167    Closed - End Fund - Debt
   (XMAR)1 Year Chart         XMAR Ft Cboe Vest Us Equity Enh ... 13 - $0.00 $5,225,000 155,401 3.77% -127,000 -7,386 1.76    N/A
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi 15 - $0.00 $2,949,000 105,473 2.13% -475,000 -23,379 0.117    N/A
   (GMAY)1 Year Chart         GMAY Ft Cboe Vest Us Equity Mode... 16 - $0.00 $2,612,000 76,824 1.88% -12,721,000 -389,160 1.869    N/A
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 17 - $0.00 $1,757,000 36,422 1.27% -1,028,000 -21,220 0.029    N/A
   (SYY)1 Year Chart         SYY SYSCO Corp 20 - $75.91 $961,000 11,839 0.69% 36,000 -809 0.002    Food Wholesale
   (MSFT)1 Year Chart         MSFT Microsoft Corp 26 - $420.21 $397,000 944 0.29% 14,000 -75 0    Application Software
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 32 - $42.95 $320,000 7,428 0.23% -139,000 -3,446 0.001    N/A
   (TPHD)1 Year Chart         TPHD Timothy Plan High Dividend ... 34 - $0.00 $311,000 8,604 0.22% 15,000 -336 0.183    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 36 - $40.06 $283,000 6,735 0.2% 17,000 -322 0    Telecom Services - Do...
   (AAPL)1 Year Chart         AAPL Apple Inc 38 - $189.87 $266,000 1,553 0.19% -153,000 -625 0    Personal Computers
   (DTE)1 Year Chart         DTE DTE Energy Co 42 - $116.60 $235,000 2,099 0.17% 4,000 -1 0.001    Electric Utilities
      17 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