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  Name: GPWM LLC
  City: PITTSBURGH
  State: PA
  Zip: 15222
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $124,870,000
  Total Value Change : $182,000
  Securities Held Change : -1
   
All Securities Held : 20
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 7
  Unchanged Positions : 6
  Decreased Positions : 7

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Holdings Found : 6     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
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 15 - $64.10 $8,000 122 0.01% 1,000 0 0    Closed - End Fund - Debt
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 16 - $45.97 $7,000 158 0.01% 0 0 0    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 17 - $46.71 $4,000 88 0% 0 0 0    Closed - End Fund - Debt
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 18 - $38.50 $4,000 113 0% 0 0 0    Closed - End Fund - Debt
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 19 - $26.47 $3,000 105 0% 0 0 0    N/A
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 20 - $19.96 $1,000 67 0% 0 0 0    N/A

      6 Records Found
  1    
Page 1 of 1
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