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| Name: |
CFM WEALTH PARTNERS LLC |
| City: |
AUSTIN |
| State: |
TX |
| Zip: |
78731 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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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 |
|
SPG |
Simon Property Group Inc |
100 |
New |
$147.95 |
$595,000 |
3,803 |
0.12% |
595,000 |
3,803 |
0.001 |
REIT - Retail |
|
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TMO |
Thermo Fisher Scientific |
149 |
New |
$572.87 |
$216,000 |
372 |
0.04% |
216,000 |
372 |
0 |
Medical Laboratories ... |
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GE |
General Electric Co |
151 |
New |
$168.78 |
$205,000 |
1,167 |
0.04% |
205,000 |
1,167 |
0 |
Conglomerates |
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ESGE |
IShares MSCI EM ESG ETF |
152 |
New |
$33.22 |
$203,000 |
6,311 |
0.04% |
203,000 |
6,311 |
0.004 |
N/A |
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