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Name: |
ML & R WEALTH MANAGEMENT LLC |
City: |
AUSTIN |
State: |
TX |
Zip: |
78701 |
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data |
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Holdings
Found :
6 |
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Closed Positions |
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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 |
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STIP |
Ishares Barclays 0-5 Year T... |
75 |
Closed |
$98.87 |
$0 |
0 |
0% |
-261,000 |
-2,646 |
0 |
N/A |
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AVDE |
Avantis International Equit... |
74 |
Closed |
$64.50 |
$0 |
0 |
0% |
-734,000 |
-12,154 |
0 |
N/A |
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INDI |
Indie Semiconductor, Inc. |
73 |
Closed |
$7.43 |
$0 |
0 |
0% |
-471,000 |
-58,057 |
0 |
N/A |
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VTV |
Vanguard Value VIPERS |
72 |
Closed |
$160.39 |
$0 |
0 |
0% |
-264,000 |
-1,767 |
0 |
Closed - End Fund - E... |
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DFIC |
Dfa Dimensional Internation... |
71 |
Closed |
$0.00 |
$0 |
0 |
0% |
-800,000 |
-31,331 |
0 |
N/A |
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BIV |
Vanguard Intermediate-Term ... |
76 |
Closed |
$74.43 |
$0 |
0 |
0% |
-538,000 |
-7,043 |
0 |
Closed - End Fund - Debt |
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