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| Name: |
49 WEALTH MANAGEMENT LLC |
| City: |
Austin |
| State: |
TX |
| Zip: |
78746 |
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data |
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| Holdings
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10 |
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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 |
|
TBK |
Triumph Bancorp, Inc. |
24 |
- |
$77.60 |
$3,175,000 |
41,000 |
0.68% |
-112,000 |
0 |
0.165 |
N/A |
|
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NCNO |
nCino, Inc. |
30 |
- |
$31.49 |
$1,552,000 |
43,904 |
0.33% |
76,000 |
0 |
0.04 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
50 |
- |
$244.07 |
$599,000 |
2,414 |
0.13% |
37,000 |
0 |
0.001 |
Closed - End Fund - E... |
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FFIN |
First Financial Bankshares Inc |
64 |
- |
$28.10 |
$429,000 |
13,288 |
0.09% |
26,000 |
0 |
0.009 |
Domestic Regional Banks |
|
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LNG |
Cheniere Energy Inc |
67 |
- |
$161.11 |
$414,000 |
2,600 |
0.09% |
-30,000 |
0 |
0.004 |
Oil & Gas Equipment &... |
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LOB |
Live Oak Bancshares, Inc. |
71 |
- |
$33.08 |
$406,000 |
10,000 |
0.09% |
-49,000 |
0 |
0.026 |
N/A |
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DFUV |
DFA Dimensional Us Marketwi... |
78 |
- |
$38.96 |
$366,000 |
8,977 |
0.08% |
32,000 |
0 |
0.001 |
N/A |
|
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JPC |
Nuveen Multi-Strategy Incom... |
83 |
- |
$7.32 |
$332,000 |
46,409 |
0.07% |
18,000 |
0 |
0.045 |
Closed - End Fund - Debt |
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IVOO |
Vanguard S&Amp;P Mid-Cap 40... |
108 |
- |
$99.35 |
$222,000 |
2,168 |
0.05% |
18,000 |
0 |
0.024 |
Closed - End Fund - E... |
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AMAO |
American Acquisition Opport... |
127 |
- |
$0.00 |
$14,000 |
11,875 |
0% |
-6,000 |
0 |
0.113 |
N/A |
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