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| Name: |
Lumature Wealth Partners LLC |
| City: |
ALPHARETTA |
| State: |
GA |
| Zip: |
30009 |
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data |
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| Holdings
Found :
11 |
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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 |
|
DFAT |
Dimensional U S Targeted Va... |
183 |
New |
$54.33 |
$121,000 |
2,615 |
0.07% |
121,000 |
2,615 |
0.001 |
N/A |
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DFIV |
Dimensional International V... |
202 |
New |
$38.00 |
$78,000 |
2,364 |
0.05% |
78,000 |
2,364 |
0 |
N/A |
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DFAS |
Dimensional U S Small Cap Etf |
218 |
New |
$62.04 |
$56,000 |
1,024 |
0.03% |
56,000 |
1,024 |
0.001 |
N/A |
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IDU |
iShares Dow Jones US Utilities |
265 |
New |
$92.20 |
$25,000 |
310 |
0.01% |
25,000 |
310 |
0 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
269 |
New |
$486.69 |
$24,000 |
60 |
0.01% |
24,000 |
60 |
0 |
Closed - End Fund - E... |
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KRE |
streetTRACKS Series Trust -... |
267 |
New |
$51.19 |
$24,000 |
600 |
0.01% |
24,000 |
600 |
0 |
Closed - End Fund - E... |
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VLU |
Spdr S |
276 |
New |
$0.00 |
$22,000 |
150 |
0.01% |
22,000 |
150 |
0.004 |
N/A |
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CBND |
Spdr Barclays Capital Issue... |
329 |
New |
$28.71 |
$7,000 |
230 |
0% |
7,000 |
230 |
0 |
N/A |
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LICY |
Li-cycle Holdings Corp |
334 |
New |
$0.59 |
$6,000 |
1,000 |
0% |
6,000 |
1,000 |
0.001 |
N/A |
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MDLZ |
Mondelez International Inc |
361 |
New |
$71.23 |
$2,000 |
27 |
0% |
2,000 |
27 |
0 |
Food - Major Diversified |
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MVST |
Microvast Holdings, Inc |
354 |
New |
$0.41 |
$2,000 |
1,000 |
0% |
2,000 |
1,000 |
0.001 |
N/A |
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