Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MIDLAND WEALTH ADVISORS LLC
  City: ROCKFORD
  State: IL
  Zip: 61108
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,624,039,000
  Total Value Change : $163,661,000
  Securities Held Change : 5
   
All Securities Held : 195
  New Positions : 12
  Closed Positions : 7
  Increased Positions : 68
  Unchanged Positions : 22
  Decreased Positions : 93

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ED)1 Year Chart         ED Consolidated Edison Inc 196 Closed $96.34 $0 0 0% -275,000 -3,026 0    Multi Utilities
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 202 Closed $49.56 $0 0 0% -212,000 -4,435 0    Closed - End Fund - F...
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 201 Closed $84.58 $0 0 0% -241,000 -2,862 0    Multi Utilities
   (SBUX)1 Year Chart         SBUX Starbucks Corp 200 Closed $77.72 $0 0 0% -245,000 -2,554 0    Specialty Eateries
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 199 Closed $106.47 $0 0 0% -216,000 -1,988 0    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 198 Closed $125.49 $0 0 0% -241,000 -2,058 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 197 Closed $184.78 $0 0 0% -231,000 -888 0    Aerospace/Defense - M...

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results