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| Name: |
MA Private Wealth |
| City: |
SAN CARLOS |
| State: |
CA |
| Zip: |
94070 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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New Positions |
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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 |
|
TLT |
iShares Tr Lehman 20+yr Tres |
26 |
New |
$90.86 |
$2,905,000 |
30,698 |
0.59% |
2,905,000 |
30,698 |
0.003 |
Closed - End Fund - E... |
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GBTC |
Grayscale Bitcoin |
66 |
New |
$0.00 |
$242,000 |
3,837 |
0.05% |
242,000 |
3,837 |
0.001 |
N/A |
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JPM |
JP Morgan Chase & Co |
67 |
New |
$201.51 |
$219,000 |
1,093 |
0.04% |
219,000 |
1,093 |
0 |
Domestic Money Center... |
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VYM |
Vanguard High Dividend Yiel... |
68 |
New |
$120.30 |
$204,000 |
1,687 |
0.04% |
204,000 |
1,687 |
0.001 |
Closed - End Fund - Debt |
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