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Company Main View
Name:
Wellington Wealth Strategies LLC.
City:
INDIANAPOLIS
State:
IN
Zip:
46240
Achive data
View Filing Period:
Current Quarter
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$118,288,000
Total Value Change :
$0
Securities Held Change :
1
All Securities Held :
94
New Positions
:
4
Closed Positions
:
3
Increased Positions
:
0
Unchanged Positions
:
89
Decreased Positions
:
1
Download
Free Registration Required For Full Results
Holdings Found :
3
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
AMDY
Yieldmax Amd Option Income ...
97
Closed
$0.00
$0
0
0%
-881,000
-5,979
0
N/A
CORN
Teucrium Commodity Trust
96
Closed
$20.83
$0
0
0%
-2,403,000
-11,700
0
Closed - End Fund - Debt
ADPV
Adaptiv Select Etf
95
Closed
$0.00
$0
0
0%
-1,889,000
-8,108
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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