Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: EisnerAmper Wealth Management Corporate Benefits L
  City: ISELIN
  State: NJ
  Zip: 08830
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $273,719,000
  Total Value Change : $49,681,000
  Securities Held Change : 10
   
All Securities Held : 67
  New Positions : 14
  Closed Positions : 5
  Increased Positions : 8
  Unchanged Positions : 1
  Decreased Positions : 44

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VIGI)1 Year Chart         VIGI Vanguard International Divi... 5 New $78.85 $12,928,000 162,939 4.72% 12,928,000 162,939 0.355    N/A
   (EJAN)1 Year Chart         EJAN Innovator Msci Emerging Mar... 15 New $0.00 $4,684,000 163,361 1.71% 4,684,000 163,361 1.556    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 24 New $90.24 $2,822,000 31,430 1.03% 2,822,000 31,430 0.035    N/A
   (DFJ)1 Year Chart         DFJ WisdomTree Trust Japan Smal... 34 New $76.34 $1,835,000 24,496 0.67% 1,835,000 24,496 0.69    Closed - End Fund - E...
   (MCHI)1 Year Chart         MCHI Ishares Msci China Index Fund 38 New $42.35 $1,546,000 37,960 0.56% 1,546,000 37,960 0.047    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 39 New $0.00 $1,517,000 65,850 0.55% 1,517,000 65,850 0.001    N/A
   (INDA)1 Year Chart         INDA iShares Msci India ETF 43 New $0.00 $1,302,000 26,669 0.48% 1,302,000 26,669 0.003    N/A
   (GNMA)1 Year Chart         GNMA Ishares Barclays Gnma Bond ... 44 New $42.37 $1,270,000 28,693 0.46% 1,270,000 28,693 0.301    N/A
   (GXC)1 Year Chart         GXC Strk Spdr S&P Ch Etf 45 New $69.44 $1,061,000 15,577 0.39% 1,061,000 15,577 0.011    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 60 New $78.41 $280,000 3,443 0.1% 280,000 3,443 0.001    Closed - End Fund - Debt
   (BITO)1 Year Chart         BITO Proshares Bitcoin Strategy Etf 61 New $0.00 $275,000 13,404 0.1% 275,000 13,404 0.034    N/A
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 64 New $0.00 $237,000 4,672 0.09% 237,000 4,672 0.001    N/A
   (SQQQ)1 Year Chart         SQQQ Proshares Ultrapro Short Qq... 65 New $11.43 $202,000 15,000 0.07% 202,000 15,000 0.023    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us