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| Name: |
Axim Planning & Wealth |
| City: |
DAYTON |
| State: |
OH |
| Zip: |
45458 |
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data |
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| Holdings
Found :
7 |
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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 |
|
KWEB |
Kraneshares Csi China Internet |
2 |
- |
$28.81 |
$21,098,000 |
803,745 |
17.12% |
-4,870,000 |
-158,050 |
0.444 |
N/A |
|
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CCL |
Carnival Corp |
3 |
- |
$16.70 |
$5,480,000 |
335,350 |
4.45% |
-1,881,000 |
-61,700 |
0.047 |
Sporting and Park Ent... |
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PG |
Procter & Gamble Co |
5 |
- |
$167.06 |
$1,211,000 |
7,463 |
0.98% |
113,000 |
-32 |
0 |
Cleaning Products |
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MSFT |
Microsoft Corp |
6 |
- |
$423.85 |
$1,130,000 |
2,686 |
0.92% |
89,000 |
-83 |
0 |
Application Software |
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USB |
US Bancorp Delaware |
7 |
- |
$39.02 |
$689,000 |
15,423 |
0.56% |
17,000 |
-100 |
0.001 |
Domestic Regional Banks |
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JPM |
JP Morgan Chase & Co |
12 |
- |
$199.95 |
$367,000 |
1,833 |
0.3% |
-255,000 |
-1,824 |
0 |
Domestic Money Center... |
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SPY |
Standard & Poors Depository... |
20 |
- |
$534.01 |
$210,000 |
402 |
0.17% |
-151,000 |
-357 |
0 |
Closed - End Fund - E... |
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