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Name: |
Opes Wealth Management LLC |
City: |
CUPERTINO |
State: |
CA |
Zip: |
95014-2551 |
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Holdings
Found :
5 |
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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 |
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VNQ |
Vanguard REIT Index VIPERs |
137 |
Closed |
$81.86 |
$0 |
0 |
0% |
-311,000 |
-3,524 |
0 |
Closed - End Fund - E... |
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JMST |
Jpmorgan Ultra Short Munici... |
136 |
Closed |
$0.00 |
$0 |
0 |
0% |
-424,000 |
-8,360 |
0 |
N/A |
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DVEM |
Wisdomtree Emerging Markets... |
135 |
Closed |
$0.00 |
$0 |
0 |
0% |
-998,000 |
-34,095 |
0 |
N/A |
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EXT |
WisdomTree Trust |
134 |
Closed |
$50.79 |
$0 |
0 |
0% |
-626,000 |
-12,725 |
0 |
N/A |
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VBR |
Vanguard Small Cap Val VIPER |
133 |
Closed |
$187.02 |
$0 |
0 |
0% |
-262,000 |
-1,457 |
0 |
Closed - End Fund - E... |
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