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| Name: |
Syverson Strege & Co |
| City: |
WEST DES MOINES |
| State: |
IA |
| Zip: |
50266 |
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| Achive
data |
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| Holdings
Found :
7 |
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Unchanged Positions |
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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 |
|
VIG |
Vanguard Dividend Appreciat... |
24 |
- |
$181.62 |
$1,157,000 |
6,336 |
0.42% |
77,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
25 |
- |
$165.94 |
$1,117,000 |
6,597 |
0.4% |
76,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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VEU |
Vanguard FTSE All-World ETF |
28 |
- |
$57.31 |
$922,000 |
15,718 |
0.33% |
40,000 |
0 |
0.003 |
Closed - End Fund - F... |
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INMU |
Blackrock Intermediate Muni... |
39 |
- |
$0.00 |
$471,000 |
19,822 |
0.17% |
0 |
0 |
0.22 |
N/A |
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|
ETY |
Eaton Vance Tax-Managed Div... |
64 |
- |
$13.58 |
$236,000 |
17,665 |
0.09% |
21,000 |
0 |
0.012 |
Closed - End Fund - E... |
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ETJ |
Eaton Vance Risk-Managed Di... |
69 |
- |
$8.59 |
$216,000 |
25,904 |
0.08% |
13,000 |
0 |
0.037 |
Closed - End Fund - E... |
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SUB |
iShares S&P S/T Natnl AMT-F... |
70 |
- |
$104.25 |
$214,000 |
2,043 |
0.08% |
-1,000 |
0 |
0.002 |
Closed - End Fund - Debt |
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