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  Name: HOWE & RUSLING INC
  City: ROCHESTER
  State: NY
  Zip: 14604
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $943,161,000
  Total Value Change : $95,871,000
  Securities Held Change : 61
   
All Securities Held : 374
  New Positions : 59
  Closed Positions : 20
  Increased Positions : 160
  Unchanged Positions : 38
  Decreased Positions : 117

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Holdings Found : 20     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
   (SCL)1 Year Chart         SCL Stepan Co 380 Closed $83.98 $0 0 0% -229,000 -3,054 0    Cleaning Products
   (IVLU)1 Year Chart         IVLU Ishares Edge Msci Intl Valu... 386 Closed $28.00 $0 0 0% -46,000 -1,829 0    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 393 Closed $0.00 $0 0 0% -9,000 -191 0    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 379 Closed $176.73 $0 0 0% -229,000 -1,472 0    Closed - End Fund - Debt
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 385 Closed $0.00 $0 0 0% -42,000 -448 0    N/A
   (INDA)1 Year Chart         INDA iShares Msci India ETF 392 Closed $0.00 $0 0 0% -3,000 -65 0    N/A
   (NGVT)1 Year Chart         NGVT Ingevity Corp 378 Closed $48.51 $0 0 0% -279,000 -5,852 0    N/A
   (SGEN)1 Year Chart         SGEN Seagen Inc 384 Closed $228.74 $0 0 0% -376,000 -1,772 0    Biotechnology
   (PII)1 Year Chart         PII Polaris Industries Inc 390 Closed $87.39 $0 0 0% -360,000 -3,460 0    Recreational Vehicles
   (IMTM)1 Year Chart         IMTM Ishares Edge Msci Intl Mome... 377 Closed $25.80 $0 0 0% -35,000 -1,110 0    N/A
   (VIGI)1 Year Chart         VIGI Vanguard International Divi... 383 Closed $78.85 $0 0 0% -3,000 -49 0    N/A
   (URA)1 Year Chart         URA Global X Uranium ETF 389 Closed $29.50 $0 0 0% -3,000 -100 0    Closed - End Fund - E...
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 376 Closed $133.49 $0 0 0% -45,000 -357 0    Closed - End Fund - E...
   (DORM)1 Year Chart         DORM Dorman Products Inc 382 Closed $89.23 $0 0 0% -258,000 -3,402 0    Auto Parts
   (CLOU)1 Year Chart         CLOU Global X Cloud Computing Etf 388 Closed $0.00 $0 0 0% -6,000 -325 0    N/A
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 375 Closed $61.35 $0 0 0% -11,000 -199 0    Closed - End Fund - E...
   (MBUU)1 Year Chart         MBUU Malibu Boats, Inc. 381 Closed $34.15 $0 0 0% -217,000 -4,427 0    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 387 Closed $78.04 $0 0 0% -13,000 -184 0    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 374 Closed $0.00 $0 0 0% -19,000 -865 0    N/A
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 394 Closed $119.99 $0 0 0% -38,000 -363 0    Closed - End Fund - E...
      20 Records Found
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