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| Name: |
Kerntke Otto McGlone Wealth Management Group |
| City: |
Appleton |
| State: |
WI |
| Zip: |
54913 |
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data |
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| Holdings
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8 |
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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 |
|
LMBS |
First Trust Low Duration Mo... |
14 |
New |
$0.00 |
$1,835,000 |
38,039 |
1.81% |
1,835,000 |
38,039 |
0.031 |
N/A |
|
|
SDVY |
First Trust Smid Cap Rising... |
23 |
New |
$0.00 |
$973,000 |
27,937 |
0.96% |
973,000 |
27,937 |
0.031 |
N/A |
|
|
CGDV |
Capital Group Dividend Valu... |
34 |
New |
$0.00 |
$539,000 |
16,596 |
0.53% |
539,000 |
16,596 |
0.002 |
N/A |
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FIS |
Fidelity National Information |
60 |
New |
$78.11 |
$245,000 |
3,297 |
0.24% |
245,000 |
3,297 |
0.001 |
Business Services |
|
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CGUS |
Capital Group Core Equity Etf |
65 |
New |
$0.00 |
$222,000 |
7,139 |
0.22% |
222,000 |
7,139 |
0.008 |
N/A |
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MRK |
Merck & Co Inc |
66 |
New |
$131.20 |
$219,000 |
1,660 |
0.22% |
219,000 |
1,660 |
0 |
Drug Manufacturers - ... |
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VIOO |
Vanguard S&P Small-Cap 600 Etf |
69 |
New |
$101.06 |
$210,000 |
2,072 |
0.21% |
210,000 |
2,072 |
0.016 |
N/A |
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ALTM |
Arcadium Lithium Plc |
70 |
New |
$4.74 |
$105,000 |
24,359 |
0.1% |
105,000 |
24,359 |
0.002 |
N/A |
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