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Name: |
Wellspring Financial Advisors LLC |
City: |
Cleveland |
State: |
OH |
Zip: |
44124 |
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data |
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Filing Period: |
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Holdings
Found :
14 |
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Viewing:
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 |
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MSI |
Motorola Inc |
|
Closed |
$359.02 |
$0 |
0 |
0% |
-213,000 |
-679 |
0 |
Communication Equipment |
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VGSH |
Vanguard Scottsdale Funds |
|
Closed |
$57.73 |
$0 |
0 |
0% |
-582,000 |
-9,975 |
0 |
Closed - End Fund - Debt |
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MYI |
Blackrock Muniyield Insured... |
|
Closed |
$11.21 |
$0 |
0 |
0% |
-268,000 |
-23,000 |
0 |
Closed - End Fund - Debt |
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PYPL |
Paypal Holdings, Inc. |
|
Closed |
$63.81 |
$0 |
0 |
0% |
-1,267,000 |
-20,632 |
0 |
N/A |
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SHW |
Sherwin Williams Co |
|
Closed |
$319.00 |
$0 |
0 |
0% |
-212,000 |
-679 |
0 |
General Building Mate... |
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NRGD |
Microsectors Us Big Oil Ind... |
|
Closed |
$29.05 |
$0 |
0 |
0% |
-465,000 |
-2,025 |
0 |
N/A |
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ABC |
AmerisourceBergen Corp |
|
Closed |
$224.11 |
$0 |
0 |
0% |
-238,000 |
-1,157 |
0 |
Drugs Wholesale |
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IEUR |
iShares Core MSCI Europe |
|
Closed |
$58.42 |
$0 |
0 |
0% |
-213,000 |
-3,867 |
0 |
N/A |
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VGIT |
Vanguard Intermediate -Ter |
|
Closed |
$57.67 |
$0 |
0 |
0% |
-206,000 |
-3,465 |
0 |
Closed - End Fund - Debt |
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IGF |
iShares S&P Global Infrastr... |
|
Closed |
$49.37 |
$0 |
0 |
0% |
-400,000 |
-8,495 |
0 |
Closed - End Fund - E... |
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VXF |
Vanguard Extended Market VI... |
|
Closed |
$169.69 |
$0 |
0 |
0% |
-560,000 |
-3,405 |
0 |
Closed - End Fund - E... |
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VSS |
Vanguard FTSE All-Wld ex-US... |
|
Closed |
$117.72 |
$0 |
0 |
0% |
-339,000 |
-2,950 |
0 |
Closed - End Fund - Debt |
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ARRW |
Arrowroot Acquisition Ord S... |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-257,000 |
-24,500 |
0 |
N/A |
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VO |
Vanguard Mid Cap VIPERS |
|
Closed |
$243.59 |
$0 |
0 |
0% |
-231,000 |
-991 |
0 |
Closed - End Fund - E... |
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