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Company Main View
Name:
Financial Symmetry Inc
City:
RALEIGH
State:
NC
Zip:
27607
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$114,256,000
Total Value Change :
$12,652,000
Securities Held Change :
4
All Securities Held :
36
New Positions
:
5
Closed Positions
:
1
Increased Positions
:
16
Unchanged Positions
:
6
Decreased Positions
:
9
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Free Registration Required For Full Results
Holdings Found :
1
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
JNJ
Johnson & Johnson
37
Closed
$154.28
$0
0
0%
-207,000
-1,319
0
Drug Manufacturers - ...
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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