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Company Main View
Name:
Avid Wealth Partners LLC
City:
SAN ANTONIO
State:
TX
Zip:
78257
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$124,490,000
Total Value Change :
$23,607,000
Securities Held Change :
8
All Securities Held :
38
New Positions
:
13
Closed Positions
:
5
Increased Positions
:
8
Unchanged Positions
:
2
Decreased Positions
:
15
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
SPY
Standard & Poors Depository...
27
-
$528.69
$490,000
937
0.39%
45,000
0
0
Closed - End Fund - E...
COIN
Coinbase Global, Inc.
31
-
$199.17
$324,000
1,221
0.26%
112,000
0
0.001
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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