IW
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IBEX WEALTH ADVISORS13F | |
IBEX WEALTH ADVISORS | |
Last update 2024-08-06 | 284 Stocks (205 new) |
Value $641.00 Mil | Turnover 41 % |
Portfolio Report |
IBEX WEALTH ADVISORS's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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IBEX WEALTH ADVISORS Total Holding History ($B)
IBEX WEALTH ADVISORS's Asset Allocation
IBEX WEALTH ADVISORS Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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IBEX WEALTH ADVISORS's Hypothetical Growth since 2024-06-30
IBEX WEALTH ADVISORS's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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IBEX WEALTH ADVISORS's Holdings Heat Map
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IBEX WEALTH ADVISORS's Holdings Bubble Chart
IBEX WEALTH ADVISORS News
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