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Company Main View
Name:
Austin Wealth Management LLC
City:
Austin
State:
TX
Zip:
78746
Achive data
View Filing Period:
Current Quarter
2023-09-30
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$372,942,000
Total Value Change :
$49,733,000
Securities Held Change :
16
All Securities Held :
116
New Positions
:
20
Closed Positions
:
4
Increased Positions
:
43
Unchanged Positions
:
8
Decreased Positions
:
45
Download
Free Registration Required For Full Results
Holdings Found :
4
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
QQQ
Invesco QQQ Trust Series I
120
Closed
$442.06
$0
0
0%
-204,000
-523
0
Closed - End Fund - Debt
ACN
Accenture Plc
119
Closed
$306.33
$0
0
0%
-314,000
-941
0
Management Services
CYA
Simplify Tail Risk Strategy...
118
Closed
$0.00
$0
0
0%
-28,000
-45,326
0
N/A
TIP
iShares Lehman TIPS Bond
117
Closed
$106.05
$0
0
0%
-463,000
-4,443
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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