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| Name: |
WEATHERLY ASSET MANAGEMENT LP |
| City: |
DEL MAR |
| State: |
CA |
| Zip: |
92014 |
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data |
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Filing Period: |
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| Holdings
Found :
3 |
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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 |
|
JEPI |
Jpmorgan Equity Premium Inc... |
142 |
New |
$0.00 |
$359,000 |
6,205 |
0.03% |
359,000 |
6,205 |
0.001 |
N/A |
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CRWD |
Crowdstrike Holdings, Inc. |
143 |
New |
$295.44 |
$354,000 |
1,105 |
0.03% |
354,000 |
1,105 |
0.001 |
N/A |
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ETN |
Eaton Corp |
165 |
New |
$312.03 |
$221,000 |
707 |
0.02% |
221,000 |
707 |
0 |
Diversified Machinery |
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