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| Name: |
Souders Financial Advisors |
| City: |
CINCINNATI |
| State: |
OH |
| Zip: |
45248 |
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| Achive
data |
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| Holdings
Found :
8 |
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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 |
|
EW |
Edwards Lifesciences Corp |
165 |
Closed |
$29.72 |
$0 |
0 |
0% |
-523,000 |
-6,853 |
0 |
Medical Appliances & ... |
|
|
SLB |
Schlumberger Ltd |
164 |
Closed |
$46.32 |
$0 |
0 |
0% |
-598,000 |
-11,489 |
0 |
Oil & Gas Equipment &... |
|
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BSCO |
Invesco BulletShares 2024 C... |
163 |
Closed |
$21.02 |
$0 |
0 |
0% |
-3,399,000 |
-162,765 |
0 |
N/A |
|
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SCHE |
Schwab Emerging Markets Equ... |
162 |
Closed |
$26.69 |
$0 |
0 |
0% |
-2,956,000 |
-119,259 |
0 |
N/A |
|
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SCHF |
Schwab Strategic Trust |
168 |
Closed |
$39.08 |
$0 |
0 |
0% |
-4,349,000 |
-117,658 |
0 |
Closed - End Fund - Debt |
|
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HON |
Honeywell International Inc |
161 |
Closed |
$199.39 |
$0 |
0 |
0% |
-3,236,000 |
-15,431 |
0 |
Conglomerates |
|
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WM |
Waste Management Inc |
167 |
Closed |
$209.49 |
$0 |
0 |
0% |
-310,000 |
-1,731 |
0 |
Waste Management |
|
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ACWI |
iShares MSCI ACWI Index |
166 |
Closed |
$110.98 |
$0 |
0 |
0% |
-445,000 |
-4,370 |
0 |
Closed - End Fund - E... |
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