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| Name: |
Copperleaf Capital LLC |
| City: |
RALEIGH |
| State: |
NC |
| Zip: |
27609 |
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data |
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| Holdings
Found :
5 |
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Closed Positions |
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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 |
|
EMB |
iShares JPMorgan USD Emerg ... |
96 |
Closed |
$89.41 |
$0 |
0 |
0% |
-295,000 |
-3,311 |
0 |
Closed - End Fund - E... |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
95 |
Closed |
$0.00 |
$0 |
0 |
0% |
-614,000 |
-7,874 |
0 |
N/A |
|
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OEF |
iShares S&P 100 Index |
94 |
Closed |
$252.41 |
$0 |
0 |
0% |
-1,005,000 |
-4,498 |
0 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
93 |
Closed |
$225.56 |
$0 |
0 |
0% |
-250,000 |
-1,171 |
0 |
Closed - End Fund - E... |
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FBRT |
Franklin Bsp Realty Trust O... |
92 |
Closed |
$6.50 |
$0 |
0 |
0% |
-231,000 |
-17,074 |
0 |
REIT - Housing/Apartm... |
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