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| Name: |
Wealth CMT |
| City: |
CHERRY HILL |
| State: |
NJ |
| Zip: |
08002 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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Increased 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 |
|
CWI |
streetTRACKS Spdr Ms |
1 |
- |
$29.31 |
$29,627,000 |
1,133,849 |
44.77% |
29,627,000 |
1,133,849 |
2.143 |
Closed - End Fund - E... |
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|
USMV |
iShares MSCI USA Minimum Vo... |
2 |
- |
$0.00 |
$14,700,000 |
197,762 |
22.21% |
1,584,000 |
17,452 |
0.004 |
N/A |
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IXUS |
Ishares Core Msci Total Int... |
4 |
- |
$70.07 |
$4,608,000 |
73,584 |
6.96% |
4,608,000 |
73,584 |
0.002 |
N/A |
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SMMU |
Pimco Short Term Municipal ... |
7 |
- |
$49.78 |
$2,044,000 |
41,277 |
3.09% |
2,044,000 |
41,277 |
0.046 |
Closed - End Fund - E... |
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