Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Premier Path Wealth Partners LLC
  City: MADISON
  State: NJ
  Zip: 07940
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $531,270,000
  Total Value Change : $79,106,000
  Securities Held Change : 11
   
All Securities Held : 344
  New Positions : 32
  Closed Positions : 21
  Increased Positions : 165
  Unchanged Positions : 6
  Decreased Positions : 141

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

   
Holdings Found : 6     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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 106 - $619,250.00 $1,269,000 2 0.24% 184,000 0 0.001    Property & Casualty I...
   (PGF)1 Year Chart         PGF Invesco Financial Preferred... 322 - $14.69 $215,000 14,125 0.04% 9,000 0 0    Closed - End Fund - E...
   (ORCC)1 Year Chart         ORCC Owl Rock Capital Corp 321 - $0.00 $215,000 14,000 0.04% 8,000 0 0.02    N/A
   (AVXL)1 Year Chart         AVXL Anavex Life Sciences Corp 341 - $4.31 $64,000 12,500 0.01% -52,000 0 0.021    N/A
   (AMLX)1 Year Chart         AMLX Amylyx Pharmaceuticals, Inc. 342 - $0.00 $58,000 20,265 0.01% -240,000 0 0.03    N/A
   (POWW)1 Year Chart         POWW AMMO Inc 343 - $2.44 $41,000 15,000 0.01% 9,000 0 0.022    N/A

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