| |
|
|
| Name: |
GRAND WEALTH MANAGEMENT LLC |
| City: |
GRAND RAPIDS |
| State: |
MI |
| Zip: |
49504 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
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 |
|
FDIS |
Fidelity Msci Consumer Disc... |
76 |
Closed |
$80.34 |
$0 |
0 |
0% |
-28,000 |
-357 |
0 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
75 |
Closed |
$45.97 |
$0 |
0 |
0% |
-258,000 |
-5,103 |
0 |
Networking & Communic... |
|
|
INTC |
Intel Corp |
74 |
Closed |
$30.63 |
$0 |
0 |
0% |
-229,000 |
-4,565 |
0 |
Semiconductor- Broad... |
|
|
HGTY |
Hagerty, Inc |
73 |
Closed |
$10.30 |
$0 |
0 |
0% |
-189,000 |
-24,234 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
72 |
Closed |
$214.29 |
$0 |
0 |
0% |
-270,000 |
-1,401 |
0 |
Personal Computers |
|
|
DFAW |
Dimensional World Equity Etf |
78 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-18 |
0 |
N/A |
|
|
GNTX |
Gentex Corp |
77 |
Closed |
$34.55 |
$0 |
0 |
0% |
-242,000 |
-7,396 |
0 |
Auto Parts |
|
