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Company Main View
Name:
Wheelhouse Advisory Group LLC
City:
ST. LOUIS
State:
MO
Zip:
63127
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$130,226,000
Total Value Change :
$15,718,000
Securities Held Change :
1
All Securities Held :
38
New Positions
:
3
Closed Positions
:
2
Increased Positions
:
19
Unchanged Positions
:
1
Decreased Positions
:
15
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
New 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
NVDA
NVIDIA Corporation
24
New
$903.99
$480,000
531
0.37%
480,000
531
0
Semiconductor - Speci...
NKE
Nike Inc B
31
New
$92.72
$302,000
3,218
0.23%
302,000
3,218
0
Textile - Apparel Foo...
V
Visa Inc
36
New
$279.39
$203,000
728
0.16%
203,000
728
0
Business Services
3
Records Found
1
Page 1 of 1
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Summary:
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