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Name: |
Evolution Wealth Advisors LLC |
City: |
AVENTURA |
State: |
FL |
Zip: |
33180 |
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Holdings
Found :
14 |
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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 |
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PBDC |
Putnam Bdc Income Etf |
26 |
New |
$0.00 |
$4,400,000 |
129,755 |
0.84% |
4,400,000 |
129,755 |
1.442 |
N/A |
|
PWB |
Invesco Dynamic Large Cap G... |
86 |
New |
$88.90 |
$446,000 |
5,000 |
0.09% |
446,000 |
5,000 |
0.042 |
Closed - End Fund - Debt |
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LIT |
Global X Lithium ETF |
88 |
New |
$43.64 |
$402,000 |
8,870 |
0.08% |
402,000 |
8,870 |
0.039 |
Closed - End Fund - E... |
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WMT |
Wal-Mart Stores Inc |
96 |
New |
$60.24 |
$325,000 |
5,400 |
0.06% |
325,000 |
5,400 |
0 |
Discount, Variety Stores |
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GS |
Goldman Sachs Group Inc |
97 |
New |
$454.98 |
$320,000 |
765 |
0.06% |
320,000 |
765 |
0 |
Investment Brokerage ... |
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NKE |
Nike Inc B |
101 |
New |
$94.40 |
$304,000 |
3,240 |
0.06% |
304,000 |
3,240 |
0 |
Textile - Apparel Foo... |
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JKG |
iShares Tr Morngstr Mid Core |
104 |
New |
$70.26 |
$291,000 |
4,000 |
0.06% |
291,000 |
4,000 |
0.012 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
118 |
New |
$831.26 |
$236,000 |
303 |
0.05% |
236,000 |
303 |
0 |
Drug Manufacturers - ... |
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SBUX |
Starbucks Corp |
119 |
New |
$82.08 |
$236,000 |
2,585 |
0.05% |
236,000 |
2,585 |
0 |
Specialty Eateries |
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MA |
MasterCard Inc A |
123 |
New |
$443.19 |
$208,000 |
431 |
0.04% |
208,000 |
431 |
0 |
Business Services |
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AVGO |
Broadcom Limited |
124 |
New |
$1,321.90 |
$207,000 |
156 |
0.04% |
207,000 |
156 |
0 |
Semiconductor- Broad... |
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FLDM |
Fluidigm Corp |
130 |
New |
$2.48 |
$33,000 |
12,210 |
0.01% |
33,000 |
12,210 |
0.016 |
Scientific & Technica... |
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ORGN |
Origin Materials, Inc |
131 |
New |
$1.10 |
$5,000 |
10,000 |
0% |
5,000 |
10,000 |
0.007 |
N/A |
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WLDSW |
Wearable Devices Equity War... |
133 |
New |
$0.00 |
$1,000 |
10,000 |
0% |
1,000 |
10,000 |
0.111 |
N/A |
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