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Company Main View
Name:
IMZ Advisory Inc
City:
BOCA RATON
State:
FL
Zip:
33432
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$193,940,000
Total Value Change :
$8,405,000
Securities Held Change :
-4
All Securities Held :
30
New Positions
:
0
Closed Positions
:
4
Increased Positions
:
13
Unchanged Positions
:
4
Decreased Positions
:
13
Download
Free Registration Required For Full Results
Holdings Found :
4
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
VGT
Vanguard I T VIPERS
34
Closed
$545.23
$0
0
0%
-209,000
-411
0
Closed - End Fund - E...
JNJ
Johnson & Johnson
33
Closed
$146.97
$0
0
0%
-260,000
-1,663
0
Drug Manufacturers - ...
TSLA
Tesla Motors Inc
32
Closed
$177.81
$0
0
0%
-212,000
-1,061
0
Auto Manufacturers
ZH
Zhihu 2 Adr Representing Ord
31
Closed
$0.67
$0
0
0%
-11,000
-14,852
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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