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  Name: SAR WEALTH MANAGEMENT GROUP LLC
  City: ATLANTA
  State: GA
  Zip: 30342
   
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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

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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)1 Year Chart         FMN Federated Premier Municipal... 34 - $11.24 $280,000 25,276 0.25% 2,000 0 0.412    Closed - End Fund - Debt
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... 37 - $102.99 $250,000 2,346 0.23% 20,000 0 0.005    N/A
   (EFA)1 Year Chart         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    
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