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Name: |
RWM Asset Management LLC |
City: |
TAVARES |
State: |
FL |
Zip: |
32778 |
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data |
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Holdings
Found :
13 |
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Closed 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 |
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VTEB |
Vanguard Tax Exempt Bond Etf |
157 |
Closed |
$50.18 |
$0 |
0 |
0% |
-535,000 |
-10,508 |
0.992 |
N/A |
|
SCHF |
Schwab Strategic Trust |
164 |
Closed |
$39.15 |
$0 |
0 |
0% |
-307,000 |
-8,457 |
0 |
Closed - End Fund - Debt |
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CION |
Cion Investment Corp |
170 |
Closed |
$12.11 |
$0 |
0 |
0% |
-157,000 |
-14,257 |
0 |
N/A |
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MA |
MasterCard Inc A |
163 |
Closed |
$456.98 |
$0 |
0 |
0% |
-453,000 |
-1,078 |
0 |
Business Services |
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NKE |
Nike Inc B |
169 |
Closed |
$90.94 |
$0 |
0 |
0% |
-203,000 |
-1,984 |
0 |
Textile - Apparel Foo... |
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IJS |
iShares S&P SmCp 600/BRR Vl |
162 |
Closed |
$100.52 |
$0 |
0 |
0% |
-207,000 |
-2,080 |
0 |
Closed - End Fund - E... |
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SCHV |
Schwab Strategic Trust |
168 |
Closed |
$74.81 |
$0 |
0 |
0% |
-443,000 |
-6,363 |
0 |
Closed - End Fund - Debt |
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IWB |
ishares trust Russell 1000 |
161 |
Closed |
$286.17 |
$0 |
0 |
0% |
-450,000 |
-1,746 |
0 |
Closed - End Fund - E... |
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SCHX |
Schwab Strategic Trust |
167 |
Closed |
$61.75 |
$0 |
0 |
0% |
-505,000 |
-9,107 |
0 |
Closed - End Fund - Debt |
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WFHY |
Wisdomtree Us High Yield Co... |
160 |
Closed |
$0.00 |
$0 |
0 |
0% |
-203,000 |
-4,513 |
0 |
N/A |
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PG |
Procter & Gamble Co |
166 |
Closed |
$166.85 |
$0 |
0 |
0% |
-243,000 |
-1,633 |
0 |
Cleaning Products |
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XLE |
SPDR Energy Sector |
158 |
Closed |
$93.83 |
$0 |
0 |
0% |
-209,000 |
-2,475 |
0 |
Closed - End Fund - E... |
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CSJ |
iShares Barclays 1-3 Year C... |
165 |
Closed |
$50.96 |
$0 |
0 |
0% |
-227,000 |
-4,452 |
0 |
Closed - End Fund - E... |
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