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Company Main View
Name:
Dynamic Wealth Strategies LLC
City:
GRANITE BAY
State:
CA
Zip:
95746
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$117,018,000
Total Value Change :
$8,422,000
Securities Held Change :
1
All Securities Held :
246
New Positions
:
6
Closed Positions
:
5
Increased Positions
:
67
Unchanged Positions
:
102
Decreased Positions
:
71
Download
Free Registration Required For Full Results
Holdings Found :
5
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
IRT
Independence Realty Trust, Inc
246
Closed
$16.95
$0
0
0%
-8,000
-524
0
N/A
COMT
iShares Commodities Select ...
245
Closed
$27.24
$0
0
0%
-2,000
-80
0
N/A
EWU
iShares United Kingdom Index
244
Closed
$36.47
$0
0
0%
-22,000
-670
0
Closed - End Fund - E...
PGF
Invesco Financial Preferred...
248
Closed
$14.71
$0
0
0%
-136,000
-9,320
0
Closed - End Fund - E...
AAP
Advance Auto Parts Inc
247
Closed
$70.24
$0
0
0%
-25,000
-414
0
Auto Parts Stores
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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