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| Name: |
Straight Path Wealth Management |
| City: |
Jenison |
| State: |
MI |
| Zip: |
49428 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
MTUM |
Ishares Msci Usa Momentum F... |
4 |
- |
$0.00 |
$11,224,000 |
59,907 |
6.3% |
1,749,000 |
-486 |
0.007 |
N/A |
|
|
BSCO |
Invesco BulletShares 2024 C... |
10 |
- |
$21.05 |
$5,186,000 |
247,294 |
2.91% |
-165,000 |
-8,918 |
0.048 |
N/A |
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ARKK |
Ark Innovation ETF |
31 |
- |
$44.15 |
$645,000 |
12,880 |
0.36% |
-31,000 |
-30 |
0.012 |
N/A |
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S |
Sentinelone, Inc. |
37 |
- |
$17.34 |
$478,000 |
20,500 |
0.27% |
-222,000 |
-5,000 |
0.008 |
N/A |
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BSJP |
Invesco Bulletshares 2025 H... |
50 |
- |
$23.01 |
$374,000 |
16,315 |
0.21% |
-75,000 |
-3,455 |
0.018 |
N/A |
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BSJO |
Invesco Bulletshares 2024 H... |
57 |
- |
$22.76 |
$322,000 |
14,168 |
0.18% |
-81,000 |
-3,555 |
0.016 |
N/A |
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SHY |
Ishares Barclays 1-3 Treasu... |
61 |
- |
$81.46 |
$254,000 |
3,100 |
0.14% |
-16,000 |
-195 |
0 |
Closed - End Fund - E... |
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F |
Ford Motor Co |
65 |
- |
$12.50 |
$233,000 |
17,513 |
0.13% |
18,000 |
-103 |
0 |
Auto Manufacturers |
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TLT |
iShares Tr Lehman 20+yr Tres |
66 |
- |
$93.35 |
$231,000 |
2,441 |
0.13% |
-57,000 |
-474 |
0 |
Closed - End Fund - E... |
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