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| Name: |
Graves-Light Private Wealth Management Inc. |
| City: |
HARRISONBURG |
| State: |
VA |
| Zip: |
22801 |
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data |
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| Holdings
Found :
6 |
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Page 1 of 1 |
Menu
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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 |
|
KMI |
Kinder Morgan Inc |
140 |
New |
$18.91 |
$337,000 |
18,359 |
0.04% |
337,000 |
18,359 |
0.001 |
Gas Utilities |
|
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SCHO |
Schwab Short-Term U.S. Tre... |
153 |
New |
$47.91 |
$291,000 |
6,037 |
0.03% |
291,000 |
6,037 |
0 |
N/A |
|
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DFAC |
Dimensional U S Core Equity... |
169 |
New |
$31.61 |
$216,000 |
6,750 |
0.03% |
216,000 |
6,750 |
0.001 |
N/A |
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PWR |
Quanta Services Inc |
173 |
New |
$277.97 |
$208,000 |
800 |
0.02% |
208,000 |
800 |
0.001 |
General Contractors |
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IMO |
Imperial Oil Limited (USA) |
175 |
New |
$69.13 |
$207,000 |
3,000 |
0.02% |
207,000 |
3,000 |
0 |
Oil & Gas Refining, P... |
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DFSI |
Dimensional Intl Sustainabi... |
176 |
New |
$0.00 |
$202,000 |
5,996 |
0.02% |
202,000 |
5,996 |
0.007 |
N/A |
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