Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Divergent Wealth Advisors LLC
  City: MIDVALE
  State: UT
  Zip: 84047
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $500,002,000
  Total Value Change : $22,118,000
  Securities Held Change : -3
   
All Securities Held : 31
  New Positions : 1
  Closed Positions : 4
  Increased Positions : 11
  Unchanged Positions : 8
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged 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
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 13 - $46.44 $983,000 20,891 0.2% -14,000 0 0.009    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 15 - $262.57 $904,000 3,479 0.18% 79,000 0 0    Closed - End Fund - E...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 19 - $139.80 $448,000 3,315 0.09% 41,000 0 0.002    Closed - End Fund - E...
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 20 - $19.15 $435,000 22,668 0.09% -2,000 0 0.008    N/A
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 21 - $20.42 $434,000 21,240 0.09% 0 0 0.007    N/A
   (BSCS)1 Year Chart         BSCS Invesco Bulletshares 2028 C... 22 - $0.00 $399,000 19,881 0.08% -4,000 0 0.022    N/A
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 23 - $0.00 $387,000 20,073 0.08% -4,000 0 0.018    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 26 - $243.63 $298,000 1,212 0.06% 0 0 0    Railroads

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results