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| Name: |
Great Diamond Partners LLC |
| City: |
Portland |
| State: |
ME |
| Zip: |
04101 |
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data |
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| Holdings
Found :
10 |
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Unchanged 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 |
|
JPST |
Jp Morgan Ultra Short Incom... |
101 |
- |
$0.00 |
$835,000 |
16,627 |
0.21% |
1,000 |
0 |
0.002 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
135 |
- |
$519.19 |
$486,000 |
1,018 |
0.12% |
49,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
173 |
- |
$388.45 |
$315,000 |
836 |
0.08% |
35,000 |
0 |
0 |
Closed - End Fund - E... |
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HYMB |
Spdr Nuveen S&p High Yi... |
174 |
- |
$25.36 |
$311,000 |
12,294 |
0.08% |
18,000 |
0 |
0.006 |
N/A |
|
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JMST |
Jpmorgan Ultra Short Munici... |
177 |
- |
$0.00 |
$302,000 |
5,947 |
0.07% |
2,000 |
0 |
0.001 |
N/A |
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VGT |
Vanguard I T VIPERS |
191 |
- |
$516.83 |
$273,000 |
564 |
0.07% |
39,000 |
0 |
0 |
Closed - End Fund - E... |
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CARR |
Carrier Global Corp |
199 |
- |
$64.06 |
$258,000 |
4,499 |
0.06% |
10,000 |
0 |
0.001 |
N/A |
|
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FTSM |
First Trust Enhanced Short ... |
200 |
- |
$59.65 |
$249,000 |
4,166 |
0.06% |
1,000 |
0 |
0 |
N/A |
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VTV |
Vanguard Value VIPERS |
205 |
- |
$158.82 |
$237,000 |
1,583 |
0.06% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
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PSX |
Phillips 66 |
207 |
- |
$145.12 |
$235,000 |
1,764 |
0.06% |
23,000 |
0 |
0 |
Oil & Gas Refining, P... |
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