| |
|
|
| Name: |
Insight Financial Services |
| City: |
Overland Park |
| State: |
KS |
| Zip: |
66210 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
10 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DGRO |
iShares Core Dividend Growth |
3 |
- |
$57.77 |
$12,063,000 |
207,774 |
10.53% |
868,000 |
-231 |
0.068 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
4 |
- |
$516.26 |
$11,270,000 |
21,493 |
9.84% |
591,000 |
-571 |
0.002 |
Closed - End Fund - E... |
|
|
SCHA |
Schwab Strategic Trust |
7 |
- |
$48.03 |
$6,112,000 |
124,121 |
5.34% |
204,000 |
-940 |
0.009 |
Closed - End Fund - Debt |
|
|
VO |
Vanguard Mid Cap VIPERS |
8 |
- |
$245.74 |
$2,310,000 |
9,245 |
2.02% |
156,000 |
-14 |
0.005 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
10 |
- |
$336.67 |
$457,000 |
1,355 |
0.4% |
12,000 |
-113 |
0.001 |
Closed - End Fund - E... |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
30 |
- |
$81.28 |
$49,000 |
600 |
0.04% |
-2,000 |
-17 |
0 |
Closed - End Fund - E... |
|
|
SCHD |
Schwab US Dividend Equity ETF |
37 |
- |
$79.30 |
$28,000 |
347 |
0.02% |
1,000 |
-10 |
0 |
N/A |
|
|
MET |
MetLife Inc |
110 |
- |
$72.73 |
$3,000 |
35 |
0% |
-9,000 |
-142 |
0 |
Life & Health Insurance |
|
|
RIVN |
Rivian Automotive, Inc. / De |
135 |
- |
$0.00 |
$1,000 |
100 |
0% |
-3,000 |
-50 |
0 |
N/A |
|
|
BHF |
Brighthouse Financial, Inc. |
134 |
- |
$45.68 |
$1,000 |
13 |
0% |
0 |
-12 |
0 |
N/A |
|
