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Name: |
Wealth CMT |
City: |
CHERRY HILL |
State: |
NJ |
Zip: |
08002 |
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data |
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Holdings
Found :
20 |
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Closed Positions |
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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 |
|
IJT |
iShares S&P SC600 BR Gr Indx |
19 |
Closed |
$128.11 |
$0 |
0 |
0% |
-122,000 |
-1,112 |
0 |
Closed - End Fund - E... |
|
MUB |
iShares S&P National Munici... |
25 |
Closed |
$106.16 |
$0 |
0 |
0% |
-8,114,000 |
-75,307 |
0 |
Closed - End Fund - E... |
|
VOT |
Van Kampen Municipal Opport... |
12 |
Closed |
$227.79 |
$0 |
0 |
0% |
-5,000 |
-26 |
0 |
Closed - End Fund - Debt |
|
ACWX |
iShares MSCI ACWI ex US Index |
18 |
Closed |
$54.25 |
$0 |
0 |
0% |
-4,472,000 |
-91,693 |
0 |
Closed - End Fund - E... |
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VOE |
Vanguard Mid-Cap Value ETF |
24 |
Closed |
$151.30 |
$0 |
0 |
0% |
-3,000 |
-23 |
0 |
Closed - End Fund - E... |
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IWV |
iShares Tr Russell 3000 Indx |
11 |
Closed |
$303.23 |
$0 |
0 |
0% |
-21,719,000 |
-92,259 |
0 |
Closed - End Fund - E... |
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HYG |
iShares iBoxx $ High Yield ... |
30 |
Closed |
$76.89 |
$0 |
0 |
0% |
-2,108,000 |
-27,896 |
0 |
Closed - End Fund - E... |
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EMB |
iShares JPMorgan USD Emerg ... |
17 |
Closed |
$88.48 |
$0 |
0 |
0% |
-909,000 |
-10,536 |
0 |
Closed - End Fund - E... |
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SCHO |
Schwab Short-Term U.S. Tre... |
23 |
Closed |
$47.88 |
$0 |
0 |
0% |
-1,350,000 |
-27,676 |
0 |
N/A |
|
IJR |
iShares Core S&P Small-Cap |
29 |
Closed |
$106.93 |
$0 |
0 |
0% |
-183,000 |
-1,888 |
0 |
Closed - End Fund - E... |
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SCHM |
Schwab U.S. Mid-Cap Etf |
16 |
Closed |
$77.70 |
$0 |
0 |
0% |
-3,000 |
-48 |
0 |
N/A |
|
DIA |
Diamonds Trust |
22 |
Closed |
$388.49 |
$0 |
0 |
0% |
-49,000 |
-147 |
0 |
Closed - End Fund - E... |
|
IWR |
iShares Tr Rssll MidCap Indx |
28 |
Closed |
$80.89 |
$0 |
0 |
0% |
-789,000 |
-11,282 |
0 |
Closed - End Fund - E... |
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VTEB |
Vanguard Tax Exempt Bond Etf |
15 |
Closed |
$49.93 |
$0 |
0 |
0% |
-4,797,000 |
-94,699 |
0 |
N/A |
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TMW |
SPDR Dow Jones Wilshire TOT... |
21 |
Closed |
$65.19 |
$0 |
0 |
0% |
-47,000 |
-925 |
0 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
27 |
Closed |
$61.18 |
$0 |
0 |
0% |
-593,000 |
-10,734 |
0 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
14 |
Closed |
$57.31 |
$0 |
0 |
0% |
-13,974,000 |
-261,342 |
0 |
Closed - End Fund - F... |
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SCHX |
Schwab Strategic Trust |
20 |
Closed |
$63.10 |
$0 |
0 |
0% |
-1,438,000 |
-29,732 |
0 |
Closed - End Fund - Debt |
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VOO |
Vanguard S&P 500 Etf |
26 |
Closed |
$490.80 |
$0 |
0 |
0% |
-333,000 |
-886 |
0 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
13 |
Closed |
$361.13 |
$0 |
0 |
0% |
-23,000 |
-94 |
0 |
Closed - End Fund - E... |
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