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| Name: |
RVW Wealth LLC |
| City: |
LOS ANGELES |
| State: |
CA |
| Zip: |
90067 |
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data |
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| Holdings
Found :
9 |
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Closed 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 |
|
VNQ |
Vanguard REIT Index VIPERs |
149 |
Closed |
$82.89 |
$0 |
0 |
0% |
-232,000 |
-2,630 |
0 |
Closed - End Fund - E... |
|
|
IWD |
iShares Russell 1000 Value |
148 |
Closed |
$176.89 |
$0 |
0 |
0% |
-1,361,000 |
-8,235 |
0 |
Closed - End Fund - E... |
|
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EEM |
iShares MSCI Emrg Mkt Income |
147 |
Closed |
$42.50 |
$0 |
0 |
0% |
-250,000 |
-6,223 |
0 |
Closed - End Fund - E... |
|
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AAGR |
African Agriculture Holdings |
146 |
Closed |
$0.00 |
$0 |
0 |
0% |
-13,000 |
-10,000 |
0 |
N/A |
|
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TIP |
iShares Lehman TIPS Bond |
152 |
Closed |
$106.05 |
$0 |
0 |
0% |
-742,000 |
-6,905 |
0 |
Closed - End Fund - E... |
|
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CCD |
Calamos Dynamic Convertible... |
145 |
Closed |
$22.80 |
$0 |
0 |
0% |
-255,000 |
-12,903 |
0 |
N/A |
|
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ITEQ |
Amplify Bluestar Israel Tec... |
151 |
Closed |
$0.00 |
$0 |
0 |
0% |
-356,000 |
-7,730 |
0 |
N/A |
|
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KZR |
Kezar Life Sciences, Inc. |
144 |
Closed |
$0.77 |
$0 |
0 |
0% |
-23,000 |
-23,765 |
0 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
150 |
Closed |
$49.56 |
$0 |
0 |
0% |
-552,000 |
-11,534 |
0 |
Closed - End Fund - F... |
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