|
|
Name: |
Sterling Group Wealth Management LLC |
City: |
PASADENA |
State: |
CA |
Zip: |
91101-3005 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
3 |
|
View All Holdings |
Currently
Viewing:
Decreased 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 |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$490.80 |
$1,112,000 |
2,314 |
68.26% |
-6,137,000 |
-14,282 |
0 |
Closed - End Fund - E... |
|
VEU |
Vanguard FTSE All-World ETF |
2 |
- |
$57.31 |
$289,000 |
4,920 |
17.74% |
-434,000 |
-7,963 |
0.001 |
Closed - End Fund - F... |
|
SPHQ |
Powershares S&P 500 High Q |
3 |
- |
$62.61 |
$228,000 |
3,767 |
14% |
-19,160,000 |
-354,739 |
0.004 |
Closed - End Fund - Debt |
|