| |
|
|
| Name: |
RPg Family Wealth Advisory LLC |
| City: |
BURLINGTON |
| State: |
MA |
| Zip: |
01803 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
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 |
|
BSJU |
Invesco Bulletshares 2030 H... |
|
New |
$0.00 |
$6,287,000 |
246,807 |
% |
6,287,000 |
246,807 |
0 |
N/A |
|
|
UBS |
UBS AG (USA) |
|
New |
$30.16 |
$4,092,000 |
132,428 |
% |
4,092,000 |
132,428 |
0 |
N/A |
|
|
IRM |
Iron Mountain Inc |
|
New |
$80.53 |
$3,270,000 |
46,298 |
% |
3,270,000 |
46,298 |
0 |
N/A |
|
|
MRNA |
Moderna, Inc. |
|
New |
$0.00 |
$1,780,000 |
17,899 |
% |
1,780,000 |
17,899 |
0 |
N/A |
|
|
XLY |
SPDR cnsmr discr sel sect |
|
New |
$178.68 |
$1,409,000 |
7,881 |
% |
1,409,000 |
7,881 |
0 |
N/A |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
|
New |
$90.86 |
$1,149,000 |
11,625 |
% |
1,149,000 |
11,625 |
0 |
N/A |
|
|
FJP |
First Trust Japan Alphadex ... |
|
New |
$52.61 |
$748,000 |
14,841 |
% |
748,000 |
14,841 |
0 |
N/A |
|
|
MDIV |
First Trust Vi Multi Asset ... |
|
New |
$15.86 |
$320,000 |
20,450 |
% |
320,000 |
20,450 |
0 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
|
New |
$64.58 |
$281,000 |
4,582 |
% |
281,000 |
4,582 |
0 |
N/A |
|
