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Company Main View
Name:
Wealthquest Corp
City:
CINCINNATI
State:
OH
Zip:
45241
Achive data
View Filing Period:
Current Quarter
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-06-30
Total Value :
$938,373,000
Total Value Change :
$5,197,000
Securities Held Change :
-9
All Securities Held :
122
New Positions
:
2
Closed Positions
:
11
Increased Positions
:
33
Unchanged Positions
:
39
Decreased Positions
:
48
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Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
TXN
Texas Instruments Inc
116
New
$209.26
$224,000
1,153
0.02%
224,000
1,153
0
Semiconductor- Broad...
AMD
Advanced Micro Devices Inc
120
New
$167.49
$202,000
1,245
0.02%
202,000
1,245
0
Semiconductor- Broad...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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