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Burt Wealth Advisors
Portfolio value
Burt Wealth Advisors portfolio value
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$325,590,994
is the total value of the holdings Burt Wealth Advisors reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$325,590,994
Q3 2023
$331,840,010
Q2 2023
$321,766,335
Q1 2023
$298,570,345
Q4 2022
$249,184,000
Q3 2022
$287,749,000
Q2 2022
$333,380,000
Q1 2022
$306,130,000
Q4 2021
$313,722,000
Q3 2021
$276,897,000
Q2 2021
$271,324,000
Q1 2021
$290,250,000
Q4 2020
$267,392,000
Q3 2020
$246,603,000
Q2 2020
$222,552,000
Q1 2020
$256,272,000
Q4 2019
$242,914,000
Q3 2019
$228,168,000
Q2 2019
$221,620,000
Q1 2019
$211,451,000
Q4 2018
$220,371,000
Q3 2018
$208,665,000
Q2 2018
$196,460,000
Q1 2018
$160,760,000
Q4 2017
$152,729,000
Q3 2017
$144,622,000
Q2 2017
$138,713,000
Q1 2017
$111,978,000
Q4 2016
$93,655,000
Q3 2016
$90,123,000
Q2 2016
$109,712,000
Q1 2016
$125,154,000
Q4 2015
$80,387,000
Q3 2015
$91,913,000
Q2 2015
$98,229,000
Q1 2015
$94,112,000
Q4 2014