| |
|
|
| Name: |
Altus Wealth Group LLC |
| City: |
COLORADO SPRINGS |
| State: |
CO |
| Zip: |
80903 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
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 |
|
DSI |
iShares KLD 400 Social Index |
83 |
- |
$99.16 |
$497,000 |
4,931 |
0.25% |
48,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
FTEC |
Fidelity Msci Information T... |
89 |
- |
$153.53 |
$435,000 |
2,793 |
0.22% |
34,000 |
0 |
0.006 |
N/A |
|
|
J |
Jacobs Solutions Inc |
90 |
- |
$139.24 |
$430,000 |
2,800 |
0.22% |
67,000 |
0 |
0.002 |
Heavy Construction |
|
|
SO |
Southern Co |
103 |
- |
$78.14 |
$358,000 |
4,994 |
0.18% |
8,000 |
0 |
0 |
Electric Utilities |
|
|
USA |
Liberty All Star Equity Fund |
116 |
- |
$6.82 |
$252,000 |
35,255 |
0.13% |
27,000 |
0 |
0.02 |
Closed - End Fund - E... |
|
|
DE |
Deere & Co |
121 |
- |
$407.89 |
$226,000 |
550 |
0.11% |
6,000 |
0 |
0 |
Farm & Construction M... |
|
|
VIG |
Vanguard Dividend Appreciat... |
124 |
- |
$181.14 |
$217,000 |
1,189 |
0.11% |
14,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
