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| Name: |
Aurum Wealth Management Group LLC |
| City: |
MAYFIELD VILLAGE |
| State: |
OH |
| Zip: |
44143 |
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data |
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| Holdings
Found :
23 |
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Viewing:
Closed Positions |
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Page 1 of 1 |
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 |
|
DIA |
Diamonds Trust |
361 |
Closed |
$395.58 |
$0 |
0 |
0% |
-230,000 |
-610 |
0 |
Closed - End Fund - E... |
|
|
PJUN |
Innovator S&p 500 Power Buf... |
380 |
Closed |
$0.00 |
$0 |
0 |
0% |
-527,000 |
-15,789 |
0 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
367 |
Closed |
$111.24 |
$0 |
0 |
0% |
-1,577,000 |
-15,329 |
0 |
Closed - End Fund - E... |
|
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REGN |
Regeneron Pharmaceuticals Inc |
373 |
Closed |
$984.64 |
$0 |
0 |
0% |
-201,000 |
-229 |
0 |
Biotechnology |
|
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IWZ |
iShares Russell 3000 Growth |
379 |
Closed |
$118.18 |
$0 |
0 |
0% |
-374,000 |
-3,592 |
0 |
Closed - End Fund - E... |
|
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AOA |
iShares Trust |
366 |
Closed |
$73.62 |
$0 |
0 |
0% |
-297,000 |
-4,307 |
0 |
Closed - End Fund - Debt |
|
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JMUB |
Jpmorgan Municipal Etf |
372 |
Closed |
$0.00 |
$0 |
0 |
0% |
-216,000 |
-4,240 |
0 |
N/A |
|
|
BABA |
Alibaba Group Holding Limited |
378 |
Closed |
$79.51 |
$0 |
0 |
0% |
-214,000 |
-2,764 |
0 |
N/A |
|
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PEG |
Public Service Enterprise G... |
365 |
Closed |
$73.74 |
$0 |
0 |
0% |
-235,000 |
-3,835 |
0 |
Multi Utilities |
|
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SLB |
Schlumberger Ltd |
371 |
Closed |
$48.62 |
$0 |
0 |
0% |
-290,000 |
-5,569 |
0 |
Oil & Gas Equipment &... |
|
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KOCT |
Innovator Russell 2000 Powe... |
377 |
Closed |
$0.00 |
$0 |
0 |
0% |
-219,000 |
-7,942 |
0 |
N/A |
|
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VBK |
Vanguard Small Cap Gr VIPERS |
364 |
Closed |
$254.37 |
$0 |
0 |
0% |
-235,000 |
-970 |
0 |
Closed - End Fund - E... |
|
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PZA |
Invesco National AMT-Free M... |
383 |
Closed |
$23.80 |
$0 |
0 |
0% |
-433,000 |
-17,900 |
0 |
Meat Products |
|
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POCT |
Innovator S&p 500 Power Buf... |
370 |
Closed |
$0.00 |
$0 |
0 |
0% |
-428,000 |
-11,840 |
0 |
N/A |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
376 |
Closed |
$42.16 |
$0 |
0 |
0% |
-253,000 |
-5,988 |
0 |
N/A |
|
|
RWR |
Dow Jones Wilshire REIT |
363 |
Closed |
$92.02 |
$0 |
0 |
0% |
-337,000 |
-3,532 |
0 |
Closed - End Fund - E... |
|
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PAPR |
Innovator S&p 500 Power Buf... |
382 |
Closed |
$0.00 |
$0 |
0 |
0% |
-535,000 |
-16,380 |
0 |
N/A |
|
|
NVS |
Novartis AG (ADR) |
369 |
Closed |
$103.31 |
$0 |
0 |
0% |
-203,000 |
-2,007 |
0 |
Drug Manufacturers - ... |
|
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EFG |
iShares MSCI EAFE Growth ETF |
375 |
Closed |
$0.00 |
$0 |
0 |
0% |
-262,000 |
-2,709 |
0 |
Closed - End Fund - E... |
|
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VICI |
Vici Properties Inc. |
362 |
Closed |
$29.90 |
$0 |
0 |
0% |
-398,000 |
-12,492 |
0 |
N/A |
|
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PJUL |
Innovator S&p 500 Power Buf... |
381 |
Closed |
$0.00 |
$0 |
0 |
0% |
-491,000 |
-13,558 |
0 |
N/A |
|
|
IAU |
iShares COMEX Gold Trust |
368 |
Closed |
$44.57 |
$0 |
0 |
0% |
-230,000 |
-5,898 |
0 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
374 |
Closed |
$80.94 |
$0 |
0 |
0% |
-623,000 |
-8,270 |
0 |
Closed - End Fund - E... |
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