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Name: |
RPg Family Wealth Advisory LLC |
City: |
BURLINGTON |
State: |
MA |
Zip: |
01803 |
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data |
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Holdings
Found :
9 |
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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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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 |
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IRM |
Iron Mountain Inc |
|
New |
$80.53 |
$3,270,000 |
46,298 |
% |
3,270,000 |
46,298 |
0 |
N/A |
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MRNA |
Moderna, Inc. |
|
New |
$0.00 |
$1,780,000 |
17,899 |
% |
1,780,000 |
17,899 |
0 |
N/A |
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XLY |
SPDR cnsmr discr sel sect |
|
New |
$178.68 |
$1,409,000 |
7,881 |
% |
1,409,000 |
7,881 |
0 |
N/A |
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TLT |
iShares Tr Lehman 20+yr Tres |
|
New |
$90.86 |
$1,149,000 |
11,625 |
% |
1,149,000 |
11,625 |
0 |
N/A |
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FJP |
First Trust Japan Alphadex ... |
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New |
$52.61 |
$748,000 |
14,841 |
% |
748,000 |
14,841 |
0 |
N/A |
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MDIV |
First Trust Vi Multi Asset ... |
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New |
$15.86 |
$320,000 |
20,450 |
% |
320,000 |
20,450 |
0 |
N/A |
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PYPL |
Paypal Holdings, Inc. |
|
New |
$64.58 |
$281,000 |
4,582 |
% |
281,000 |
4,582 |
0 |
N/A |
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