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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 :
1
View All Holdings
Currently Viewing:
Decreased 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
JCI
Johnson Controls Internatio...
63
-
$65.59
$308,000
5,342
0.26%
-228,000
-1,448
0.001
Conglomerates
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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