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| Name: |
Holistic Financial Partners |
| City: |
Indianapolis |
| State: |
IN |
| Zip: |
46250 |
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data |
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| Holdings
Found :
6 |
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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 |
|
SNOW |
Snowflake Inc. |
122 |
Closed |
$157.15 |
$0 |
0 |
0% |
-249,000 |
-1,628 |
0 |
N/A |
|
|
AOS |
AO Smith Corp |
121 |
Closed |
$86.07 |
$0 |
0 |
0% |
-298,000 |
-4,500 |
0 |
Electronic Equipment |
|
|
ADP |
Automatic Data Processing Inc |
120 |
Closed |
$246.86 |
$0 |
0 |
0% |
-262,000 |
-1,090 |
0 |
Business Software & S... |
|
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OTIS |
Otis Worldwide Corp |
125 |
Closed |
$97.10 |
$0 |
0 |
0% |
-209,000 |
-2,597 |
0 |
N/A |
|
|
ENIC |
Enersis Chile SA - ADR |
124 |
Closed |
$3.09 |
$0 |
0 |
0% |
-57,000 |
-19,168 |
0 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
123 |
Closed |
$62.93 |
$0 |
0 |
0% |
-204,000 |
-3,492 |
0 |
N/A |
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