|
|
Name: |
LLBH Private Wealth Management LLC |
City: |
WESTPORT |
State: |
CT |
Zip: |
06880 |
|
|
|
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 |
|
IWF |
iShares Russell 1000 Growth |
83 |
New |
$335.67 |
$599,000 |
1,975 |
0.15% |
599,000 |
1,975 |
0.001 |
Closed - End Fund - E... |
|
VONV |
Vanguard Russell 1000 Value... |
92 |
New |
$76.76 |
$551,000 |
7,596 |
0.14% |
551,000 |
7,596 |
0.008 |
N/A |
|
IVV |
iShares Core S&P 500 Etf |
118 |
New |
$519.86 |
$296,000 |
619 |
0.08% |
296,000 |
619 |
0 |
Closed - End Fund - E... |
|
VOO |
Vanguard S&P 500 Etf |
119 |
New |
$475.40 |
$293,000 |
670 |
0.08% |
293,000 |
670 |
0 |
Closed - End Fund - E... |
|
QDF |
Flexshares Quality Dividend... |
139 |
New |
$64.27 |
$236,000 |
3,830 |
0.06% |
236,000 |
3,830 |
0.013 |
N/A |
|
CAT |
Caterpillar Inc |
146 |
New |
$345.00 |
$220,000 |
743 |
0.06% |
220,000 |
743 |
0.004 |
Farm & Construction M... |
|
ACN |
Accenture Plc |
149 |
New |
$310.66 |
$208,000 |
593 |
0.05% |
208,000 |
593 |
0 |
Management Services |
|
IEMG |
Ishares Core Msci Emerging ... |
152 |
New |
$53.12 |
$203,000 |
4,008 |
0.05% |
203,000 |
4,008 |
0 |
N/A |
|
CLRB |
Cellectar Bioscienc |
165 |
New |
$0.62 |
$64,000 |
23,000 |
0.02% |
64,000 |
23,000 |
0.051 |
N/A |
|