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| Name: |
KWB Wealth |
| City: |
REDLANDS |
| State: |
CA |
| Zip: |
92374 |
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data |
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| Holdings
Found :
9 |
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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 |
|
VXF |
Vanguard Extended Market VI... |
45 |
- |
$167.13 |
$1,599,000 |
9,126 |
0.22% |
99,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
VOOG |
Vanguard S&P 500 Growth Etf |
55 |
- |
$320.53 |
$1,178,000 |
3,867 |
0.16% |
131,000 |
0 |
0.019 |
N/A |
|
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CMF |
iShares S&P CA AMT-Free Mun... |
71 |
- |
$56.61 |
$744,000 |
12,935 |
0.1% |
-5,000 |
0 |
0.014 |
N/A |
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QEMM |
Spdr Msci Emerging Markets ... |
119 |
- |
$57.82 |
$252,000 |
4,370 |
0.03% |
2,000 |
0 |
0.186 |
N/A |
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ABBV |
Abbvie Inc. |
120 |
- |
$169.42 |
$248,000 |
1,363 |
0.03% |
37,000 |
0 |
0 |
Drug Manufacturers - ... |
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TSLA |
Tesla Motors Inc |
121 |
- |
$177.81 |
$237,000 |
1,348 |
0.03% |
-98,000 |
0 |
0 |
Auto Manufacturers |
|
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PAA |
Plains All American Pipelin... |
124 |
- |
$16.90 |
$224,000 |
12,780 |
0.03% |
30,000 |
0 |
0.002 |
Oil & Gas Pipelines &... |
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GNLX |
Genelux Corp |
128 |
- |
$2.28 |
$150,000 |
23,327 |
0.02% |
-177,000 |
0 |
0.09 |
N/A |
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LXRX |
Lexicon Pharmaceuticals Inc |
129 |
- |
$1.75 |
$98,000 |
40,640 |
0.01% |
36,000 |
0 |
0.022 |
Diagnostic Substances |
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