| |
|
|
| Name: |
West Wealth Group LLC |
| City: |
Irvine |
| State: |
CA |
| Zip: |
92614 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
22 |
|
View All Holdings |
Currently
Viewing:
Closed 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 |
|
EMHC |
Spdr Bloomberg Emerging Mar... |
97 |
Closed |
$0.00 |
$0 |
0 |
0% |
-432,000 |
-17,752 |
0 |
N/A |
|
|
RWR |
Dow Jones Wilshire REIT |
84 |
Closed |
$92.53 |
$0 |
0 |
0% |
-443,000 |
-4,652 |
0 |
Closed - End Fund - E... |
|
|
SRLN |
SPDR Blackstone/GSO Senior ... |
90 |
Closed |
$42.03 |
$0 |
0 |
0% |
-578,000 |
-13,793 |
0 |
N/A |
|
|
XOVR |
Spdr Bofa Merrill Lynch Cro... |
96 |
Closed |
$23.28 |
$0 |
0 |
0% |
-577,000 |
-24,671 |
0 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
83 |
Closed |
$79.46 |
$0 |
0 |
0% |
-348,000 |
-4,575 |
0 |
N/A |
|
|
SPTS |
Spdr Barclays Short Term Tr... |
89 |
Closed |
$29.48 |
$0 |
0 |
0% |
-360,000 |
-12,409 |
0 |
N/A |
|
|
EBND |
Spdr Barclays Capital Emerg... |
95 |
Closed |
$20.46 |
$0 |
0 |
0% |
-611,000 |
-28,762 |
0 |
N/A |
|
|
TIP |
iShares Lehman TIPS Bond |
82 |
Closed |
$106.74 |
$0 |
0 |
0% |
-1,066,000 |
-9,916 |
0 |
Closed - End Fund - E... |
|
|
ITE |
Spdr Brcly Cap Intrmd Trm |
101 |
Closed |
$27.88 |
$0 |
0 |
0% |
-360,000 |
-12,608 |
0 |
Closed - End Fund - E... |
|
|
TIPX |
Spdr Barclays 1 To 10 Year ... |
88 |
Closed |
$18.46 |
$0 |
0 |
0% |
-252,000 |
-13,554 |
0 |
N/A |
|
|
OEF |
iShares S&P 100 Index |
94 |
Closed |
$253.62 |
$0 |
0 |
0% |
-6,310,000 |
-28,248 |
0 |
Closed - End Fund - E... |
|
|
GII |
Spdr Ftse/Macquarie Global ... |
81 |
Closed |
$57.55 |
$0 |
0 |
0% |
-657,000 |
-12,291 |
0 |
Closed - End Fund - E... |
|
|
PSK |
SPDR Series Trust |
100 |
Closed |
$33.78 |
$0 |
0 |
0% |
-539,000 |
-16,075 |
0 |
Closed - End Fund - Debt |
|
|
REM |
iShares FTSE NAREIT Mort Pl... |
87 |
Closed |
$0.00 |
$0 |
0 |
0% |
-210,000 |
-8,914 |
0 |
Closed - End Fund - Debt |
|
|
TFLO |
Ishares Treasury Floating R... |
93 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,391,000 |
-86,998 |
0 |
N/A |
|
|
SCHI |
Schwab 5-10 Year Corporate ... |
80 |
Closed |
$44.06 |
$0 |
0 |
0% |
-1,800,000 |
-40,044 |
0 |
N/A |
|
|
SCHZ |
Schwab Us Aggregate Bond |
99 |
Closed |
$45.50 |
$0 |
0 |
0% |
-7,837,000 |
-168,099 |
0 |
N/A |
|
|
DWX |
Spdr S&P Intl Divd |
86 |
Closed |
$35.73 |
$0 |
0 |
0% |
-389,000 |
-10,929 |
0 |
Closed - End Fund - E... |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
92 |
Closed |
$91.59 |
$0 |
0 |
0% |
-3,270,000 |
-33,069 |
0 |
Closed - End Fund - E... |
|
|
SIEN |
Sientra, Inc. |
98 |
Closed |
$0.02 |
$0 |
0 |
0% |
-9,000 |
-15,000 |
0 |
N/A |
|
|
IBND |
Spdr Barclays Capital Inter... |
85 |
Closed |
$29.15 |
$0 |
0 |
0% |
-514,000 |
-17,159 |
0 |
Closed - End Fund - E... |
|
|
SCPB |
Spdr Series Trust Term Corp... |
91 |
Closed |
$29.67 |
$0 |
0 |
0% |
-240,000 |
-8,067 |
0 |
Closed - End Fund - Debt |
|
