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| Name: |
BURNS WEALTH MANAGEMENT, INC. |
| City: |
OKLAHOMA CITY |
| State: |
OK |
| Zip: |
73131 |
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data |
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| Holdings
Found :
12 |
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Closed Positions |
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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 |
|
ICSH |
Ishares Ultra Short Term Bo... |
494 |
Closed |
$0.00 |
$0 |
0 |
0% |
-795,000 |
-15,782 |
0 |
N/A |
|
|
CUBE |
Cubesmart |
500 |
Closed |
$42.10 |
$0 |
0 |
0% |
-324,000 |
-6,983 |
0 |
REIT - Retail |
|
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RY |
Royal Bank of Canada (USA) |
492 |
Closed |
$105.30 |
$0 |
0 |
0% |
-421,000 |
-4,166 |
0 |
Foreign Money Center ... |
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ROP |
Roper Industries Inc |
499 |
Closed |
$544.66 |
$0 |
0 |
0% |
-217,000 |
-398 |
0 |
Diversified Machinery |
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SHOP |
Shopify Inc |
491 |
Closed |
$56.97 |
$0 |
0 |
0% |
-419,000 |
-5,376 |
0 |
N/A |
|
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BITO |
Proshares Bitcoin Strategy Etf |
498 |
Closed |
$0.00 |
$0 |
0 |
0% |
-298,000 |
-14,525 |
0 |
N/A |
|
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LYFT |
Lyft, Inc. |
490 |
Closed |
$15.64 |
$0 |
0 |
0% |
-420,000 |
-28,023 |
0 |
N/A |
|
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EFAV |
Ishares Msci Eafe Minimum V... |
497 |
Closed |
$0.00 |
$0 |
0 |
0% |
-206,000 |
-2,970 |
0 |
N/A |
|
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DHS |
WisdomTree Trust High-Yield... |
489 |
Closed |
$82.50 |
$0 |
0 |
0% |
-204,000 |
-2,483 |
0 |
Closed - End Fund - E... |
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PNR |
Pentair Inc |
496 |
Closed |
$82.75 |
$0 |
0 |
0% |
-820,000 |
-11,271 |
0 |
Diversified Machinery |
|
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IYR |
iShares Dow Jones US Real E... |
495 |
Closed |
$85.09 |
$0 |
0 |
0% |
-254,000 |
-2,777 |
0 |
Closed - End Fund - E... |
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MGK |
Vanguard Mega Cap 300 Gr In... |
501 |
Closed |
$277.92 |
$0 |
0 |
0% |
-239,000 |
-920 |
0 |
Closed - End Fund - E... |
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