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  Name: Valley Financial Group Inc.
  City: AMBLER
  State: PA
  Zip: 19002
   
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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

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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)1 Year Chart         LMBS First Trust Low Duration Mo... 31 - $0.00 $567,000 11,743 0.43% 0 0 0.009    N/A
   (BA)1 Year Chart         BA Boeing Co 51 - $184.95 $224,000 1,162 0.17% -79,000 0 0    Aerospace/Defense - M...

      2 Records Found
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