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Company Main View
Name:
SAR WEALTH MANAGEMENT GROUP LLC
City:
ATLANTA
State:
GA
Zip:
30342
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$110,677,000
Total Value Change :
$11,604,000
Securities Held Change :
-1
All Securities Held :
41
New Positions
:
2
Closed Positions
:
3
Increased Positions
:
19
Unchanged Positions
:
3
Decreased Positions
:
17
Download
Free Registration Required For Full Results
Holdings Found :
3
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
FMN
Federated Premier Municipal...
34
-
$11.23
$280,000
25,276
0.25%
2,000
0
0.412
Closed - End Fund - Debt
PXLG
Invesco Russell Top 200 Pur...
37
-
$103.02
$250,000
2,346
0.23%
20,000
0
0.005
N/A
EFA
iShares TR MSCI EAFE Indx FD
41
-
$80.34
$214,000
2,685
0.19%
12,000
0
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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