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Company Main View
Name:
Valley Financial Group Inc.
City:
AMBLER
State:
PA
Zip:
19002
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$131,429,000
Total Value Change :
$3,585,000
Securities Held Change :
-1
All Securities Held :
55
New Positions
:
3
Closed Positions
:
4
Increased Positions
:
16
Unchanged Positions
:
2
Decreased Positions
:
34
Download
Free Registration Required For Full Results
Holdings Found :
2
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
LMBS
First Trust Low Duration Mo...
31
-
$0.00
$567,000
11,743
0.43%
0
0
0.009
N/A
BA
Boeing Co
51
-
$184.95
$224,000
1,162
0.17%
-79,000
0
0
Aerospace/Defense - M...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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