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Name: |
Authentikos Wealth Advisory LLC |
City: |
MORGAN HILL |
State: |
CA |
Zip: |
95037 |
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data |
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Filing Period: |
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Holdings
Found :
5 |
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Unchanged Positions |
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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 |
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LMT |
Lockheed Martin Corp |
28 |
- |
$460.94 |
$883,000 |
1,942 |
0.89% |
3,000 |
0 |
0.001 |
Aerospace/Defense - M... |
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INTU |
Intuit Inc |
32 |
- |
$562.97 |
$774,000 |
1,191 |
0.78% |
30,000 |
0 |
0 |
Application Software |
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AXP |
American Express Co |
34 |
- |
$237.22 |
$683,000 |
3,000 |
0.69% |
121,000 |
0 |
0 |
Credit Services |
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MDIV |
First Trust Vi Multi Asset ... |
35 |
- |
$15.58 |
$631,000 |
39,960 |
0.63% |
6,000 |
0 |
0.127 |
N/A |
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AMP |
Ameriprise Financial Inc |
50 |
- |
$430.51 |
$263,000 |
600 |
0.26% |
35,000 |
0 |
0.001 |
Asset Management |
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