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| Name: |
TL Private Wealth |
| City: |
SOUTHLAKE |
| State: |
TX |
| Zip: |
76092 |
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data |
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| Holdings
Found :
8 |
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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 |
|
TLRY |
Tilray Inc |
45 |
Closed |
$1.98 |
$0 |
0 |
0% |
-23,000 |
-10,000 |
0 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
44 |
Closed |
$76.40 |
$0 |
0 |
0% |
-251,000 |
-3,263 |
0 |
Closed - End Fund - E... |
|
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VIG |
Vanguard Dividend Appreciat... |
43 |
Closed |
$184.06 |
$0 |
0 |
0% |
-210,000 |
-1,233 |
0 |
Closed - End Fund - Debt |
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AGG |
iShares Barclays Agency Bond |
49 |
Closed |
$96.77 |
$0 |
0 |
0% |
-414,000 |
-4,168 |
0 |
Closed - End Fund - E... |
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CCLP |
CSI Compressco LP |
42 |
Closed |
$2.42 |
$0 |
0 |
0% |
-35,000 |
-21,393 |
0 |
Oil & Gas Equipment &... |
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VCIT |
Vanguard Intermediate-Term |
48 |
Closed |
$79.76 |
$0 |
0 |
0% |
-494,000 |
-6,083 |
0 |
Closed - End Fund - Debt |
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FNOV |
Ft Cboe Vest Us Equity Buff... |
47 |
Closed |
$0.00 |
$0 |
0 |
0% |
-513,000 |
-12,078 |
0 |
N/A |
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JNK |
Spdr Lehman Hyb Etf |
46 |
Closed |
$94.49 |
$0 |
0 |
0% |
-229,000 |
-2,414 |
0 |
Closed - End Fund - E... |
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