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Company Main View
Name:
Arbor Wealth Advisors LLC
City:
TROY
State:
MI
Zip:
48084
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$105,925,000
Total Value Change :
$8,683,000
Securities Held Change :
3
All Securities Held :
46
New Positions
:
3
Closed Positions
:
0
Increased Positions
:
14
Unchanged Positions
:
27
Decreased Positions
:
2
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Decreased 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
VTI
Vanguard Total Stock Market...
5
-
$262.30
$4,018,000
15,458
3.79%
312,000
-165
0.002
Closed - End Fund - E...
IJR
iShares Core S&P Small-Cap
35
-
$110.39
$423,000
3,824
0.4%
-42,000
-470
0.001
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
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