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| Name: |
Aquire Wealth Advisors LLC |
| City: |
SOUTH JORDAN |
| State: |
UT |
| Zip: |
84095 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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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 |
|
UTG |
Reaves Utility Income Fund |
23 |
New |
$27.79 |
$1,265,000 |
46,915 |
0.44% |
1,265,000 |
46,915 |
0.096 |
Closed - End Fund - E... |
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CHY |
Calamos Convertible & High ... |
27 |
New |
$11.14 |
$889,000 |
75,306 |
0.31% |
889,000 |
75,306 |
0.104 |
Closed - End Fund - Debt |
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NAC |
Nuveen California Dividend ... |
35 |
New |
$11.12 |
$406,000 |
36,882 |
0.14% |
406,000 |
36,882 |
0.025 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
40 |
New |
$430.16 |
$257,000 |
610 |
0.09% |
257,000 |
610 |
0 |
Application Software |
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ERC |
Wells Fargo Adv Multisector |
41 |
New |
$9.02 |
$255,000 |
27,323 |
0.09% |
255,000 |
27,323 |
0.078 |
Closed - End Fund - Debt |
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