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| Name: |
Roth Financial Partners LLC |
| City: |
KINGWOOD |
| State: |
TX |
| Zip: |
77339 |
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data |
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| Holdings
Found :
4 |
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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 |
|
SPY |
Standard & Poors Depository... |
3 |
- |
$527.80 |
$30,175,000 |
57,687 |
13.36% |
2,259,000 |
-1,033 |
0.001 |
Closed - End Fund - E... |
|
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VWO |
Vanguard Emerging Markets S... |
12 |
- |
$43.51 |
$2,699,000 |
64,621 |
1.2% |
-1,010,000 |
-25,620 |
0 |
Closed - End Fund - E... |
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IBM |
International Business Mach... |
17 |
- |
$165.28 |
$611,000 |
3,200 |
0.27% |
-278,000 |
-2,234 |
0 |
Diversified Computer ... |
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XOM |
Exxon Mobil Corp |
18 |
- |
$114.45 |
$565,000 |
4,860 |
0.25% |
57,000 |
-224 |
0 |
Integrated Oil & Gas |
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