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Company Main View
Name:
Priebe Wealth Holdings LLC
City:
MAPLE GROVE
State:
MN
Zip:
55311
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$128,293,000
Total Value Change :
$6,502,000
Securities Held Change :
-2
All Securities Held :
62
New Positions
:
9
Closed Positions
:
11
Increased Positions
:
23
Unchanged Positions
:
3
Decreased Positions
:
27
Download
Free Registration Required For Full Results
Holdings Found :
3
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
VIG
Vanguard Dividend Appreciat...
30
-
$181.66
$490,000
2,686
0.38%
32,000
0
0.001
Closed - End Fund - Debt
ISTB
Ishares Core Short Term Us ...
39
-
$47.17
$290,000
6,115
0.23%
-1,000
0
0.001
N/A
OTTR
Otter Tail Corp
48
-
$91.96
$227,000
2,624
0.18%
4,000
0
0.006
Electric Utilities
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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