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  Name: Wheelhouse Advisory Group LLC
  City: ST. LOUIS
  State: MO
  Zip: 63127
   
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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

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Holdings Found : 2     View All Holdings Currently Viewing:  Closed 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
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 39 Closed $48.05 $0 0 0% -204,000 -4,303 0    N/A
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 40 Closed $106.09 $0 0 0% -283,000 -2,629 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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