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| Name: |
Elmwood Wealth Management Inc. |
| City: |
BERKELEY |
| State: |
CA |
| Zip: |
94710 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
4 |
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Unchanged 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 |
|
BSV |
Vanguard Short-Term Bond |
44 |
- |
$76.51 |
$1,078,000 |
14,000 |
0.76% |
26,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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SPY |
Standard & Poors Depository... |
70 |
- |
$529.78 |
$492,000 |
1,035 |
0.35% |
50,000 |
0 |
0.001 |
Closed - End Fund - E... |
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XENE |
Xenon Pharmaceuticals Inc. |
75 |
- |
$0.00 |
$464,000 |
10,069 |
0.33% |
120,000 |
0 |
0.016 |
N/A |
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PAUG |
Innovator S&p 500 Power Buf... |
78 |
- |
$0.00 |
$410,000 |
12,300 |
0.29% |
28,000 |
0 |
0.014 |
N/A |
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