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| Name: |
Orgel Wealth Management LLC |
| City: |
ALTOONA |
| State: |
WI |
| Zip: |
54720 |
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data |
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| Holdings
Found :
5 |
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Closed Positions |
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Page 1 of 1 |
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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 |
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
85 |
Closed |
$0.00 |
$0 |
0 |
0% |
-262,000 |
-10,718 |
0 |
N/A |
|
|
XEL |
Xcel Energy Inc |
84 |
Closed |
$55.46 |
$0 |
0 |
0% |
-204,000 |
-3,303 |
0 |
Electric Utilities |
|
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GVI |
iShares Barclays Interm Gov... |
83 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,780,000 |
-16,993 |
0 |
Closed - End Fund - E... |
|
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SGOV |
Ishares 03 Month Treasury B... |
82 |
Closed |
$0.00 |
$0 |
0 |
0% |
-37,050,000 |
-369,499 |
0 |
N/A |
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NVDA |
NVIDIA Corporation |
86 |
Closed |
$898.78 |
$0 |
0 |
0% |
-254,000 |
-512 |
0 |
Semiconductor - Speci... |
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