Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Cove Private Wealth LLC
  City: Oyster Bay Cove
  State: NY
  Zip: 11771
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,081,000
  Total Value Change : $11,575,000
  Securities Held Change : 0
   
All Securities Held : 75
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 4
  Unchanged Positions : 64
  Decreased Positions : 6

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

   
Holdings Found : 6     View All Holdings Currently Viewing:  Decreased 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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 1 - $903.99 $11,863,000 13,129 10.13% 5,334,000 -56 0.001    Semiconductor - Speci...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 13 - $431.94 $2,246,000 5,123 1.92% 101,000 -523 0.004    Asset Management
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 59 - $245.22 $475,000 1,900 0.41% -61,000 -403 0.001    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 67 - $216.26 $289,000 1,405 0.25% -107,000 -665 0    Closed - End Fund - E...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 72 - $251.78 $242,000 930 0.21% -31,000 -200 0.002    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 75 - $188.49 $201,000 1,050 0.17% -37,000 -275 0.001    Closed - End Fund - E...

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