| |
|
|
| Name: |
WEALTHSPAN PARTNERS LLC |
| City: |
DAVENPORT |
| State: |
IA |
| Zip: |
52807 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HNI |
HNI Corp |
42 |
- |
$42.99 |
$709,000 |
15,717 |
0.42% |
52,000 |
0 |
0.037 |
Business Equipment |
|
|
DFUS |
Dimensional U S Equity Etf |
45 |
- |
$57.59 |
$687,000 |
12,060 |
0.4% |
62,000 |
0 |
0.001 |
N/A |
|
|
SLB |
Schlumberger Ltd |
60 |
- |
$46.24 |
$488,000 |
8,902 |
0.29% |
25,000 |
0 |
0.001 |
Oil & Gas Equipment &... |
|
|
ROL |
Rollins Inc |
64 |
- |
$46.19 |
$431,000 |
9,315 |
0.25% |
24,000 |
0 |
0.002 |
Business Services |
|
|
JPM |
JP Morgan Chase & Co |
66 |
- |
$200.71 |
$391,000 |
1,952 |
0.23% |
59,000 |
0 |
0 |
Domestic Money Center... |
|
|
ABT |
Abbott Laboratories |
70 |
- |
$103.95 |
$356,000 |
3,131 |
0.21% |
11,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
GRID |
First Trust NASDAQ Clean Ed... |
71 |
- |
$121.69 |
$355,000 |
3,098 |
0.21% |
31,000 |
0 |
0.003 |
Closed - End Fund - Debt |
|
|
TRGP |
Targa Resources Corp. |
72 |
- |
$114.28 |
$347,000 |
3,100 |
0.2% |
78,000 |
0 |
0.001 |
Gas Utilities |
|
|
PAVE |
Global X Us Infrastructure ... |
73 |
- |
$0.00 |
$337,000 |
8,461 |
0.2% |
45,000 |
0 |
0.006 |
N/A |
|
|
AAXN |
Axon Enterprise Inc |
79 |
- |
$285.63 |
$288,000 |
920 |
0.17% |
50,000 |
0 |
0.001 |
Aerospace/Defense Pro... |
|
|
CNP |
CenterPoint Energy Inc |
83 |
- |
$29.51 |
$264,000 |
9,258 |
0.16% |
-1,000 |
0 |
0.001 |
Multi Utilities |
|
|
BSX |
Boston Scientific Corp |
87 |
- |
$75.63 |
$252,000 |
3,683 |
0.15% |
39,000 |
0 |
0 |
Medical Instruments &... |
|
