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| Name: |
Archetype Wealth Partners LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77019 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Viewing:
Closed 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 |
|
EAGG |
Ishares Esg Us Aggregate Bo... |
113 |
Closed |
$46.22 |
$0 |
0 |
0% |
-359,000 |
-7,926 |
0 |
N/A |
|
|
XLE |
SPDR Energy Sector |
112 |
Closed |
$93.83 |
$0 |
0 |
0% |
-247,000 |
-2,736 |
0 |
Closed - End Fund - E... |
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SUSB |
Ishares Esg 1 To 5 Year Usd... |
111 |
Closed |
$0.00 |
$0 |
0 |
0% |
-226,000 |
-9,513 |
0 |
N/A |
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SPHD |
Invesco S&P 500 High Divide... |
110 |
Closed |
$44.82 |
$0 |
0 |
0% |
-204,000 |
-5,211 |
0 |
N/A |
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SJNK |
Spdr Barclays Capital Short... |
109 |
Closed |
$24.91 |
$0 |
0 |
0% |
-290,000 |
-11,836 |
0 |
N/A |
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