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  Name: MY Wealth Management Inc.
  City: GERMANTOWN
  State: MD
  Zip: 20876
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $90,654,000
  Total Value Change : $-15,637,000
  Securities Held Change : -1
   
All Securities Held : 25
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 3
  Unchanged Positions : 3
  Decreased Positions : 16

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 30 Closed $81.27 $0 0 0% -5,109,000 -67,801 0    Closed - End Fund - E...
   (BLOK)1 Year Chart         BLOK Amplify Transformational Da... 29 Closed $34.87 $0 0 0% -1,961,000 -65,695 0    N/A
   (ARKW)1 Year Chart         ARKW Ark Etf Trust 28 Closed $76.90 $0 0 0% -256,000 -3,371 0    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 27 Closed $244.76 $0 0 0% -432,000 -1,978 0    Closed - End Fund - E...
   (ITM)1 Year Chart         ITM Vaneck Vectors Amt Free Int... 26 Closed $0.00 $0 0 0% -637,000 -13,538 0    N/A
      5 Records Found
  1    
Page 1 of 1
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