| |
|
|
| Name: |
Ashford Advisors LLC |
| City: |
PITTSFORD |
| State: |
NY |
| Zip: |
14534 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
2 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FNDX |
Schwab Fundamental US Large... |
3 |
- |
$67.10 |
$44,803,000 |
664,835 |
11.31% |
9,423,000 |
93,634 |
0.057 |
N/A |
|
|
ACWI |
iShares MSCI ACWI Index |
6 |
- |
$112.83 |
$13,247,000 |
120,285 |
3.34% |
9,259,000 |
81,094 |
0.073 |
Closed - End Fund - E... |
|
