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| Name: |
Dynamic Wealth Strategies LLC |
| City: |
GRANITE BAY |
| State: |
CA |
| Zip: |
95746 |
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data |
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Filing Period: |
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Free Registration Required For Full Results
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| Holdings
Found :
6 |
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Viewing:
New Positions |
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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 |
|
EMXC |
Ishares Msci Emerging Marke... |
10 |
New |
$0.00 |
$3,351,000 |
58,214 |
2.86% |
3,351,000 |
58,214 |
0.006 |
N/A |
|
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VMBS |
Vanguard Mortgage-Backed S |
13 |
New |
$45.03 |
$2,480,000 |
54,375 |
2.12% |
2,480,000 |
54,375 |
0.006 |
Closed - End Fund - Debt |
|
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SUB |
iShares S&P S/T Natnl AMT-F... |
25 |
New |
$104.25 |
$791,000 |
7,556 |
0.68% |
791,000 |
7,556 |
0.008 |
Closed - End Fund - Debt |
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ADSK |
Autodesk Inc |
95 |
New |
$216.05 |
$106,000 |
407 |
0.09% |
106,000 |
407 |
0 |
Technical & System So... |
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PEP |
Pepsico Inc |
136 |
New |
$171.04 |
$36,000 |
203 |
0.03% |
36,000 |
203 |
0 |
Beverage Soft Drinks... |
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AIV |
Apartment Investment & Mana... |
249 |
New |
$30.35 |
$0 |
0 |
0% |
0 |
0 |
0 |
REIT - Housing/Apartm... |
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