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| Name: |
Apella Capital LLC |
| City: |
GLASTONBURY |
| State: |
CT |
| Zip: |
06033 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
PDBC |
Invesco Actively Managd ETF |
300 |
Closed |
$14.14 |
$0 |
0 |
0% |
-135,000 |
-10,134 |
0 |
N/A |
|
|
BSCU |
Invesco Bulletshares 2030 C... |
299 |
Closed |
$0.00 |
$0 |
0 |
0% |
-172,000 |
-10,406 |
0 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
298 |
Closed |
$49.04 |
$0 |
0 |
0% |
-232,000 |
-5,079 |
0 |
Closed - End Fund - Debt |
|
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GBX |
Greenbrier Companies Inc |
297 |
Closed |
$53.58 |
$0 |
0 |
0% |
-277,000 |
-6,242 |
0 |
Railroads |
|
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VGSR |
Vert Global Sustainable Rea... |
303 |
Closed |
$0.00 |
$0 |
0 |
0% |
-178,000 |
-18,296 |
0 |
N/A |
|
|
FESM |
Fidelity Enhanced Small Cap... |
296 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,886,000 |
-180,222 |
0 |
N/A |
|
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SCHX |
Schwab Strategic Trust |
302 |
Closed |
$62.84 |
$0 |
0 |
0% |
-205,000 |
-3,694 |
0 |
Closed - End Fund - Debt |
|
|
AVMU |
Avantis Core Municipal Fixe... |
295 |
Closed |
$0.00 |
$0 |
0 |
0% |
-358,000 |
-7,651 |
0 |
N/A |
|
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SCPB |
Spdr Series Trust Term Corp... |
301 |
Closed |
$29.69 |
$0 |
0 |
0% |
-305,000 |
-10,276 |
0 |
Closed - End Fund - Debt |
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