|
|
Name: |
TRIANGLE SECURITIES WEALTH MANAGEMENT |
City: |
RALEIGH |
State: |
NC |
Zip: |
27608 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
4 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
CMI |
Cummins Inc |
136 |
New |
$284.91 |
$594,000 |
2,017 |
0.17% |
594,000 |
2,017 |
0.001 |
Diversified Machinery |
|
WEC |
WEC Energy Group Inc |
146 |
New |
$80.70 |
$477,000 |
5,803 |
0.14% |
477,000 |
5,803 |
0.002 |
Multi Utilities |
|
IWS |
iShares Tr Rssll Midcap Valu |
192 |
New |
$123.20 |
$204,000 |
1,625 |
0.06% |
204,000 |
1,625 |
0.001 |
Closed - End Fund - E... |
|
CB |
Chubb Ltd (ACE Ltd) |
193 |
New |
$264.76 |
$201,000 |
777 |
0.06% |
201,000 |
777 |
0 |
Property & Casualty I... |
|