| |
|
|
| Name: |
Circle Wealth Management LLC |
| City: |
SUMMIT |
| State: |
NJ |
| Zip: |
07901 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
6 |
|
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 |
|
RSP |
Guggenheim ETF Trust - Gugg... |
70 |
New |
$166.11 |
$1,744,000 |
11,054 |
0.04% |
1,744,000 |
11,054 |
0.008 |
Closed - End Fund - E... |
|
|
QQQM |
Invesco Nasdaq 100 Etf |
100 |
New |
$0.00 |
$825,000 |
4,896 |
0.02% |
825,000 |
4,896 |
0.005 |
N/A |
|
|
DXJ |
WisdomTree Trust Japan Tota... |
106 |
New |
$107.78 |
$758,000 |
8,613 |
0.02% |
758,000 |
8,613 |
0.029 |
Closed - End Fund - E... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
140 |
New |
$149.26 |
$469,000 |
4,509 |
0.01% |
469,000 |
4,509 |
0 |
Semiconductor - Integ... |
|
|
COIN |
Coinbase Global, Inc. |
175 |
New |
$200.92 |
$247,000 |
1,420 |
0.01% |
247,000 |
1,420 |
0.001 |
N/A |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
181 |
New |
$116.25 |
$211,000 |
1,851 |
0.01% |
211,000 |
1,851 |
0.003 |
Closed - End Fund - E... |
|
