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  Name: BKD WEALTH ADVISORS LLC
  City: SPRINGFIELD
  State: MO
  Zip: 65806
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,930,586,000
  Total Value Change : $342,992,000
  Securities Held Change : 9
   
All Securities Held : 389
  New Positions : 14
  Closed Positions : 7
  Increased Positions : 158
  Unchanged Positions : 29
  Decreased Positions : 188

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 392 Closed $0.00 $0 0 0% -282,000 -2,788 0    N/A
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 391 Closed $0.00 $0 0 0% -564,000 -13,331 0    N/A
   (GNOM)1 Year Chart         GNOM Global X Genomics & Biotech... 390 Closed $10.81 $0 0 0% -138,000 -11,954 0    N/A
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 389 Closed $0.00 $0 0 0% -203,000 -4,111 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 395 Closed $81.38 $0 0 0% -434,000 -5,291 0    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 394 Closed $76.30 $0 0 0% -229,000 -2,969 0    Closed - End Fund - E...
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 393 Closed $6.14 $0 0 0% -68,000 -12,048 0    N/A

      7 Records Found
  1    
Page 1 of 1
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