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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 : 3     View All Holdings Currently Viewing:  Unchanged 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
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 17 - $75.01 $976,000 13,340 1.08% 108,000 0 0.001    Closed - End Fund - E...
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 19 - $46.90 $386,000 8,135 0.43% -3,000 0 0.008    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 22 - $164.54 $272,000 1,678 0.3% 26,000 0 0    Cleaning Products

      3 Records Found
  1    
Page 1 of 1
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