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| Name: |
Executive Wealth Management LLC |
| City: |
BRIGHTON |
| State: |
MI |
| Zip: |
48116 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
10 |
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View All Holdings |
Currently
Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
NEP |
Nextera Energy Partners, Lp |
|
Closed |
$31.46 |
$0 |
0 |
0% |
-3,360,000 |
-113,119 |
0 |
N/A |
|
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BMY |
Bristol-Myers Squibb Co |
|
Closed |
$44.94 |
$0 |
0 |
0% |
-241,000 |
-4,153 |
0 |
Drug Manufacturers - ... |
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EWJ |
iShares MSCI-Japan |
|
Closed |
$67.95 |
$0 |
0 |
0% |
-6,138,000 |
-101,805 |
0 |
Closed - End Fund - E... |
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ENPH |
Enphase Energy, Inc. |
|
Closed |
$108.35 |
$0 |
0 |
0% |
-1,266,000 |
-10,538 |
0 |
Semiconductor Equipme... |
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SUB |
iShares S&P S/T Natnl AMT-F... |
|
Closed |
$104.65 |
$0 |
0 |
0% |
-1,638,000 |
-15,922 |
0 |
Closed - End Fund - Debt |
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IBMM |
Ishares Ibonds Dec 2024 Ter... |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-203,000 |
-7,882 |
0 |
N/A |
|
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CCI |
Crown Castle International ... |
|
Closed |
$99.51 |
$0 |
0 |
0% |
-3,897,000 |
-42,348 |
0 |
Integrated Telecommun... |
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MDYG |
streetTRACKS Series Trust -... |
|
Closed |
$85.93 |
$0 |
0 |
0% |
-6,086,000 |
-88,018 |
0 |
Closed - End Fund - E... |
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CWI |
streetTRACKS Spdr Ms |
|
Closed |
$28.75 |
$0 |
0 |
0% |
-211,000 |
-8,464 |
0 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
|
Closed |
$60.61 |
$0 |
0 |
0% |
-263,000 |
-5,282 |
0 |
Closed - End Fund - Debt |
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