Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: KWMG LLC
  City: OVERLAND PARK
  State: KS
  Zip: 66211
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $913,962,000
  Total Value Change : $60,132,000
  Securities Held Change : -10
   
All Securities Held : 127
  New Positions : 1
  Closed Positions : 11
  Increased Positions : 73
  Unchanged Positions : 5
  Decreased Positions : 48

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

   
Holdings Found : 11     View All Holdings Currently Viewing:  Closed 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
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 137 Closed $0.00 $0 0 0% -256,000 -4,962 0    Closed - End Fund - Debt
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 130 Closed $38.76 $0 0 0% -258,000 -6,445 0    N/A
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 136 Closed $65.98 $0 0 0% -250,000 -3,990 0    N/A
   (IPAY)1 Year Chart         IPAY Amplify Mobile Payments ETF 129 Closed $49.33 $0 0 0% -801,000 -17,254 0    N/A
   (PZA)1 Year Chart         PZA Invesco National AMT-Free M... 135 Closed $23.80 $0 0 0% -251,000 -10,369 0    Meat Products
   (IPE)1 Year Chart         IPE Spdr Barclays Capital Tips Etf 128 Closed $25.43 $0 0 0% -319,000 -12,494 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 134 Closed $54.68 $0 0 0% -248,000 -4,897 0    N/A
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 133 Closed $88.33 $0 0 0% -214,000 -2,337 0    Closed - End Fund - E...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 132 Closed $177.79 $0 0 0% -362,000 -2,024 0    Closed - End Fund - E...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 138 Closed $255.17 $0 0 0% -273,000 -1,129 0    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 131 Closed $97.08 $0 0 0% -267,000 -2,687 0    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results