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| Name: |
Wealth CMT |
| City: |
CHERRY HILL |
| State: |
NJ |
| Zip: |
08002 |
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data |
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| Holdings
Found :
6 |
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Menu
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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 |
|
VONE |
Vanguard Russell 1000 Etf |
3 |
- |
$240.33 |
$6,763,000 |
33,554 |
10.22% |
326,000 |
-994 |
0.031 |
N/A |
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TFI |
Spdr Brcly Cap Muni Bond |
5 |
- |
$45.36 |
$3,521,000 |
76,271 |
5.32% |
-189,000 |
-2,966 |
0.012 |
Closed - End Fund - E... |
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
6 |
- |
$46.96 |
$2,058,000 |
43,736 |
3.11% |
-261,000 |
-5,035 |
0.042 |
Closed - End Fund - E... |
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SPLV |
Powershares S&Amp;P 500 Low... |
8 |
- |
$64.95 |
$1,280,000 |
20,382 |
1.93% |
-216,000 |
-3,586 |
0.013 |
N/A |
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VTWO |
Vanguard Russell 2000 Etf |
9 |
- |
$83.07 |
$1,175,000 |
15,541 |
1.78% |
50,000 |
-65 |
0.023 |
N/A |
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VTHR |
Vangard Russell 3000 |
10 |
- |
$234.67 |
$396,000 |
2,007 |
0.6% |
27,000 |
-5 |
0.043 |
N/A |
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