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Name: |
Insight Financial Services |
City: |
Overland Park |
State: |
KS |
Zip: |
66210 |
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Holdings
Found :
10 |
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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 |
|
DGRO |
iShares Core Dividend Growth |
3 |
- |
$58.19 |
$12,063,000 |
207,774 |
10.53% |
868,000 |
-231 |
0.068 |
N/A |
|
VGT |
Vanguard I T VIPERS |
4 |
- |
$539.94 |
$11,270,000 |
21,493 |
9.84% |
591,000 |
-571 |
0.002 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
7 |
- |
$48.41 |
$6,112,000 |
124,121 |
5.34% |
204,000 |
-940 |
0.009 |
Closed - End Fund - Debt |
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VO |
Vanguard Mid Cap VIPERS |
8 |
- |
$247.98 |
$2,310,000 |
9,245 |
2.02% |
156,000 |
-14 |
0.005 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
10 |
- |
$344.20 |
$457,000 |
1,355 |
0.4% |
12,000 |
-113 |
0.001 |
Closed - End Fund - E... |
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SHY |
Ishares Barclays 1-3 Treasu... |
30 |
- |
$81.38 |
$49,000 |
600 |
0.04% |
-2,000 |
-17 |
0 |
Closed - End Fund - E... |
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SCHD |
Schwab US Dividend Equity ETF |
37 |
- |
$79.20 |
$28,000 |
347 |
0.02% |
1,000 |
-10 |
0 |
N/A |
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MET |
MetLife Inc |
110 |
- |
$72.87 |
$3,000 |
35 |
0% |
-9,000 |
-142 |
0 |
Life & Health Insurance |
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RIVN |
Rivian Automotive, Inc. / De |
135 |
- |
$0.00 |
$1,000 |
100 |
0% |
-3,000 |
-50 |
0 |
N/A |
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BHF |
Brighthouse Financial, Inc. |
134 |
- |
$44.20 |
$1,000 |
13 |
0% |
0 |
-12 |
0 |
N/A |
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