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| Name: |
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
| City: |
DENVER |
| State: |
CO |
| Zip: |
80203 |
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data |
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Filing Period: |
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| Holdings
Found :
25 |
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Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
APTV |
Aptiv PLC |
|
Closed |
$74.95 |
$0 |
0 |
0% |
-224,000 |
-2,497 |
0 |
Auto Parts |
|
|
MGA |
Magna International Inc (USA) |
|
Closed |
$48.34 |
$0 |
0 |
0% |
-218,000 |
-3,683 |
0 |
Auto Parts |
|
|
EXPE |
Expedia Inc |
|
Closed |
$111.54 |
$0 |
0 |
0% |
-221,000 |
-1,455 |
0 |
Internet Service Prov... |
|
|
FTLS |
First Trust Long Short Equity |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-230,000 |
-4,089 |
0 |
N/A |
|
|
ARKQ |
Ark Etf Trust |
|
Closed |
$37.06 |
$0 |
0 |
0% |
-246,000 |
-4,269 |
0 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-348,000 |
-3,812 |
0 |
Closed - End Fund - E... |
|
|
VTIP |
Vanguard Short Term Inflati... |
|
Closed |
$48.00 |
$0 |
0 |
0% |
-325,000 |
-6,834 |
0 |
N/A |
|
|
DMB |
Dreyfus Municipal Bond Infr... |
|
Closed |
$13.38 |
$0 |
0 |
0% |
-208,000 |
-20,168 |
0 |
N/A |
|
|
AAL |
American Airlines Group Inc |
|
Closed |
$14.42 |
$0 |
0 |
0% |
-295,000 |
-21,467 |
0 |
Major Airlines |
|
|
NCV |
Virtus AllianzGI Convertibl... |
|
Closed |
$3.24 |
$0 |
0 |
0% |
-66,000 |
-19,718 |
0 |
Closed - End Fund - Debt |
|
|
UHAL |
AMERCO |
|
Closed |
$67.82 |
$0 |
0 |
0% |
-201,000 |
-2,802 |
0 |
Rental & Leasing Serv... |
|
|
BCX |
Blackrock Resources & Commo... |
|
Closed |
$9.35 |
$0 |
0 |
0% |
-163,000 |
-18,338 |
0 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
|
Closed |
$96.26 |
$0 |
0 |
0% |
-229,000 |
-2,303 |
0 |
Closed - End Fund - E... |
|
|
TWLO |
Twilio Inc |
|
Closed |
$58.62 |
$0 |
0 |
0% |
-201,000 |
-2,645 |
0 |
N/A |
|
|
BIIB |
Biogen Idec Inc |
|
Closed |
$219.72 |
$0 |
0 |
0% |
-220,000 |
-849 |
0 |
Biotechnology |
|
|
MUI |
Blackrock Muni Intermediate... |
|
Closed |
$11.50 |
$0 |
0 |
0% |
-154,000 |
-13,225 |
0 |
Closed - End Fund - Debt |
|
|
FEZ |
StreetTracks DJ Euro Stoxx50 |
|
Closed |
$52.36 |
$0 |
0 |
0% |
-244,000 |
-5,100 |
0 |
Closed - End Fund - E... |
|
|
MVT |
Blackrock Munivest Fund II Inc |
|
Closed |
$10.82 |
$0 |
0 |
0% |
-209,000 |
-19,360 |
0 |
Closed - End Fund - Debt |
|
|
LYB |
LyondellBasell Industries N.V. |
|
Closed |
$102.18 |
$0 |
0 |
0% |
-223,000 |
-2,348 |
0 |
Specialty Chemicals |
|
|
AEG |
AEGON N.V. (ADR) |
|
Closed |
$4.80 |
$0 |
0 |
0% |
-98,000 |
-16,981 |
0 |
Life & Health Insurance |
|
|
SMAR |
Smartsheet Inc |
|
Closed |
$38.88 |
$0 |
0 |
0% |
-210,000 |
-4,396 |
0 |
N/A |
|
|
MOO |
Market Vectors Agribusiness... |
|
Closed |
$73.45 |
$0 |
0 |
0% |
-242,000 |
-3,175 |
0 |
Closed - End Fund - E... |
|
|
EXT |
WisdomTree Trust |
|
Closed |
$50.79 |
$0 |
0 |
0% |
-247,000 |
-5,019 |
0 |
N/A |
|
|
PINS |
Pinterest, Inc. |
|
Closed |
$42.64 |
$0 |
0 |
0% |
-219,000 |
-5,920 |
0 |
N/A |
|
|
HTD |
John Hancock Tax-Advantaged... |
|
Closed |
$20.29 |
$0 |
0 |
0% |
-193,000 |
-10,192 |
0 |
Closed - End Fund - Debt |
|
