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| Name: |
Spartan Planning & Wealth Management |
| City: |
GREENSBORO |
| State: |
NC |
| Zip: |
27410 |
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data |
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| Holdings
Found :
10 |
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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 |
|
EFA |
iShares TR MSCI EAFE Indx FD |
11 |
New |
$81.05 |
$2,756,000 |
36,577 |
2.94% |
2,756,000 |
36,577 |
0.005 |
Closed - End Fund - E... |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
34 |
New |
$46.41 |
$372,000 |
7,785 |
0.4% |
372,000 |
7,785 |
0.003 |
N/A |
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WFC |
Wells Fargo & Co |
52 |
New |
$60.21 |
$219,000 |
4,457 |
0.23% |
219,000 |
4,457 |
0 |
Domestic Money Center... |
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SPXL |
Direxion Daily Large Cap Bu... |
145 |
New |
$135.23 |
$46,000 |
441 |
0.05% |
46,000 |
441 |
0 |
Closed - End Fund - Debt |
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DE |
Deere & Co |
152 |
New |
$374.96 |
$33,000 |
82 |
0.04% |
33,000 |
82 |
0 |
Farm & Construction M... |
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XLP |
SPDR Consmr Stpls Sector |
157 |
New |
$77.10 |
$27,000 |
381 |
0.03% |
27,000 |
381 |
0 |
Closed - End Fund - E... |
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EW |
Edwards Lifesciences Corp |
163 |
New |
$29.81 |
$20,000 |
268 |
0.02% |
20,000 |
268 |
0 |
Medical Appliances & ... |
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SSO |
Ultra S&P500 ProShares |
168 |
New |
$78.43 |
$12,000 |
179 |
0.01% |
12,000 |
179 |
0.001 |
Closed - End Fund - E... |
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XLU |
SPDR Utilities Select |
169 |
New |
$71.50 |
$11,000 |
176 |
0.01% |
11,000 |
176 |
0 |
Closed - End Fund - E... |
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VNT |
Vontier Corp |
196 |
New |
$40.39 |
$0 |
1 |
0% |
0 |
1 |
0 |
N/A |
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