| |
|
|
| Name: |
Archetype Wealth Partners LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77019 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
10 |
|
View All Holdings |
Currently
Viewing:
New 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 |
|
SHV |
iShares Barclays Short Trea... |
26 |
New |
$110.21 |
$2,108,000 |
19,137 |
0.38% |
2,108,000 |
19,137 |
0.011 |
Closed - End Fund - E... |
|
|
SDVY |
First Trust Smid Cap Rising... |
57 |
New |
$0.00 |
$503,000 |
15,337 |
0.09% |
503,000 |
15,337 |
0.017 |
N/A |
|
|
NMZ |
Nuveen Municipal High Incom... |
70 |
New |
$10.65 |
$368,000 |
37,200 |
0.07% |
368,000 |
37,200 |
0.144 |
Closed - End Fund - Debt |
|
|
CCI |
Crown Castle International ... |
86 |
New |
$99.51 |
$290,000 |
2,514 |
0.05% |
290,000 |
2,514 |
0.001 |
Integrated Telecommun... |
|
|
LEO |
Dreyfus Strategic Municipal... |
88 |
New |
$8.14 |
$281,000 |
48,000 |
0.05% |
281,000 |
48,000 |
0.077 |
Closed - End Fund - Debt |
|
|
NVG |
Nuveen Insured Dividend Adv... |
89 |
New |
$11.96 |
$278,000 |
23,493 |
0.05% |
278,000 |
23,493 |
0.067 |
Closed - End Fund - Debt |
|
|
PFF |
iShares S&P U.S. Preferred ... |
95 |
New |
$31.40 |
$240,000 |
7,701 |
0.04% |
240,000 |
7,701 |
0.002 |
Closed - End Fund - E... |
|
|
COIN |
Coinbase Global, Inc. |
103 |
New |
$200.92 |
$202,000 |
1,161 |
0.04% |
202,000 |
1,161 |
0.001 |
N/A |
|
|
EIM |
Eaton Vance Insured Municip... |
105 |
New |
$10.50 |
$162,000 |
16,000 |
0.03% |
162,000 |
16,000 |
0.023 |
Closed - End Fund - Debt |
|
|
NDMO |
Nuveen Dynamic Municipal Op... |
106 |
New |
$0.00 |
$139,000 |
14,000 |
0.03% |
139,000 |
14,000 |
0.156 |
N/A |
|
