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Name: |
SMITH & HOWARD WEALTH MANAGEMENT, LLC |
City: |
ATLANTA |
State: |
GA |
Zip: |
30363 |
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Holdings
Found :
4 |
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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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AHLT |
American Beacon Ahl Trend Etf |
29 |
New |
$0.00 |
$1,837,000 |
75,598 |
0.57% |
1,837,000 |
75,598 |
0.84 |
N/A |
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VGLT |
Vanguard Long-Term Governm |
32 |
New |
$57.77 |
$1,394,000 |
23,534 |
0.43% |
1,394,000 |
23,534 |
0.009 |
N/A |
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TT |
Trane Technologies (Ingerso... |
74 |
New |
$324.72 |
$225,000 |
750 |
0.07% |
225,000 |
750 |
0 |
Diversified Machinery |
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DSI |
iShares KLD 400 Social Index |
76 |
New |
$100.96 |
$218,000 |
2,160 |
0.07% |
218,000 |
2,160 |
0.001 |
Closed - End Fund - E... |
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