| |
|
|
| Name: |
Laurel Wealth Planning LLC |
| City: |
EDINA |
| State: |
MN |
| Zip: |
55435 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
Unchanged 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 |
|
VOOG |
Vanguard S&P 500 Growth Etf |
37 |
- |
$311.34 |
$640,000 |
2,100 |
0.43% |
71,000 |
0 |
0.01 |
N/A |
|
|
ECL |
Ecolab Inc |
39 |
- |
$233.66 |
$580,000 |
2,510 |
0.39% |
82,000 |
0 |
0.001 |
Cleaning Products |
|
|
VUG |
Vanguard Growth VIPERS |
44 |
- |
$350.63 |
$326,000 |
946 |
0.22% |
32,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
NULV |
Nushares Esg Large Cap Valu... |
45 |
- |
$0.00 |
$325,000 |
8,368 |
0.22% |
25,000 |
0 |
0.003 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
46 |
- |
$0.00 |
$307,000 |
8,922 |
0.2% |
29,000 |
0 |
0.01 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
47 |
- |
$524.63 |
$270,000 |
545 |
0.18% |
-17,000 |
0 |
0 |
Health Care Plans |
|
|
PWZ |
Invesco California Amtfree ... |
50 |
- |
$24.77 |
$254,000 |
10,224 |
0.17% |
-1,000 |
0 |
0.011 |
N/A |
|
|
CWB |
SPDR Barclays Capital Conve... |
51 |
- |
$72.45 |
$233,000 |
3,188 |
0.15% |
3,000 |
0 |
0.004 |
N/A |
|
|
PRF |
Invesco FTSE RAFI US |
52 |
- |
$36.69 |
$225,000 |
5,844 |
0.15% |
19,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
