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Company Main View
Name:
M3 Advisory Group LLC
City:
NEEDHAM HEIGHTS
State:
MA
Zip:
02494
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$110,347,000
Total Value Change :
$24,946,000
Securities Held Change :
29
All Securities Held :
132
New Positions
:
31
Closed Positions
:
2
Increased Positions
:
77
Unchanged Positions
:
3
Decreased Positions
:
21
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
ELR
streetTRACKS Series Trust -...
49
-
$64.08
$479,000
7,777
0.43%
44,000
0
0.001
Closed - End Fund - E...
W
Wayfair Inc.
67
-
$49.80
$373,000
5,495
0.34%
34,000
0
0.005
N/A
GWL
St Spdr S&P Wld Xus
81
-
$35.21
$317,000
8,852
0.29%
16,000
0
0.001
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
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Summary:
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