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  Name: Comprehensive Wealth Management LLC
  City: LYNNWOOD
  State: WA
  Zip: 98037
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $128,417,000
  Total Value Change : $17,674,000
  Securities Held Change : -3
   
All Securities Held : 28
  New Positions : 2
  Closed Positions : 5
  Increased Positions : 18
  Unchanged Positions : 0
  Decreased Positions : 8

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 33 Closed $47.88 $0 0 0% -9,922,000 -204,780 0    N/A
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 32 Closed $98.87 $0 0 0% -9,937,000 -100,794 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 31 Closed $196.89 $0 0 0% -208,000 -1,079 0    Personal Computers
   (SLQD)1 Year Chart         SLQD iShares 0-5 Year Investment... 30 Closed $49.06 $0 0 0% -1,271,000 -25,830 0    N/A
   (MBG)1 Year Chart         MBG Spdr Brcly Captl Mrtg Bkd 29 Closed $21.41 $0 0 0% -6,435,000 -291,567 0    Gambling/Resorts
      5 Records Found
  1    
Page 1 of 1
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