| |
|
|
| Name: |
CM WEALTH ADVISORS LLC |
| City: |
BEACHWOOD |
| State: |
OH |
| Zip: |
44122 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
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 |
|
IBM |
International Business Mach... |
191 |
Closed |
$170.55 |
$0 |
0 |
0% |
-275,000 |
-1,683 |
0 |
Diversified Computer ... |
|
|
INTC |
Intel Corp |
184 |
Closed |
$30.63 |
$0 |
0 |
0% |
-488,000 |
-9,708 |
0 |
Semiconductor- Broad... |
|
|
LLY |
Eli Lilly & Co |
190 |
Closed |
$891.46 |
$0 |
0 |
0% |
-700,000 |
-1,200 |
0 |
Drug Manufacturers - ... |
|
|
GD |
General Dynamics Corp |
183 |
Closed |
$298.00 |
$0 |
0 |
0% |
-2,031,000 |
-7,822 |
0 |
Aerospace/Defense - M... |
|
|
PAVE |
Global X Us Infrastructure ... |
189 |
Closed |
$0.00 |
$0 |
0 |
0% |
-224,000 |
-6,466 |
0 |
N/A |
|
|
BK |
Bank of New York Mellon Corp |
188 |
Closed |
$58.68 |
$0 |
0 |
0% |
-260,000 |
-5,000 |
0 |
Domestic Money Center... |
|
|
VOT |
Van Kampen Municipal Opport... |
187 |
Closed |
$231.70 |
$0 |
0 |
0% |
-258,000 |
-1,177 |
0 |
Closed - End Fund - Debt |
|
|
NWL |
Newell Rubbermaid Inc |
186 |
Closed |
$6.62 |
$0 |
0 |
0% |
-238,000 |
-27,400 |
0 |
Housewares & Accessories |
|
|
AWK |
American Water Works Compan... |
185 |
Closed |
$130.47 |
$0 |
0 |
0% |
-381,000 |
-2,889 |
0 |
Multi Utilities |
|
