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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 :
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
Vanguard Short Term Inflati...
39
Closed
$48.05
$0
0
0%
-204,000
-4,303
0
N/A
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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