Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: KPP Advisory Services LLC
  City: LOUISVILLE
  State: KY
  Zip: 40222
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $364,289,000
  Total Value Change : $250,481,000
  Securities Held Change : 115
   
All Securities Held : 241
  New Positions : 35
  Closed Positions : 5
  Increased Positions : 149
  Unchanged Positions : 5
  Decreased Positions : 52

                  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
   (AXP)1 Year Chart         AXP American Express Co 146 - $242.30 $411,000 1,806 0.11% 73,000 0 0    Credit Services
   (AMGP)1 Year Chart         AMGP Antero Midstream GP LP 169 - $15.02 $340,000 24,193 0.09% 37,000 0 0.005    N/A
   (WAT)1 Year Chart         WAT Waters Corp 182 - $354.02 $310,000 900 0.09% 14,000 0 0.001    Scientific & Technica...
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 237 - $1.20 $29,000 20,000 0.01% -10,000 0 0.001    Wireless Communications
   (RBT)1 Year Chart         RBT Rubicon Technologies Ord Sh... 239 - $0.00 $17,000 41,266 0% -59,000 0 0.13    N/A

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