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Institutional Investment Manager
Polaris Wealth Advisory Group, LLC
Polaris Wealth Advisory Group, LLC (CIK: 0001582968) incorporated in Delaware, located at 824 E Street, San Rafael, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Portfolio Summary: 103 holdings with a total value of $644,064,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 CHESAPEAKE ENERGY CORP 15,170 65,000 0.01%
102 ARCELORMITTAL SA LUXEMBOURG 11,101 52,000 0.01%
103 RAIT FINANCIAL TRUST COM NEW 12,500 39,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-115895, filed 2016.08.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.