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Company Main View
Name:
Schwallier Wealth Management LLC
City:
GRAND RAPIDS
State:
MI
Zip:
49546
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$124,127,000
Total Value Change :
$3,486,000
Securities Held Change :
-6
All Securities Held :
29
New Positions
:
3
Closed Positions
:
9
Increased Positions
:
9
Unchanged Positions
:
2
Decreased Positions
:
15
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged 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
DJUN
Ft Cboe Vest Us Equity Deep...
27
-
$0.00
$229,000
5,725
0.18%
11,000
0
0.006
N/A
FMC
FMC Corp
28
-
$63.87
$204,000
3,207
0.16%
2,000
0
0.002
Diversified Chemicals
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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