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| Name: |
Waterfront Wealth Inc. |
| City: |
OVERLAND PARK |
| State: |
KS |
| Zip: |
66209 |
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data |
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| Holdings
Found :
5 |
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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 |
|
HSY |
Hershey Foods Corp |
152 |
New |
$196.49 |
$629,000 |
3,375 |
0.19% |
629,000 |
3,375 |
0.002 |
Confectioners |
|
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AGG |
iShares Barclays Agency Bond |
215 |
New |
$96.26 |
$267,000 |
2,689 |
0.08% |
267,000 |
2,689 |
0 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
236 |
New |
$178.04 |
$211,000 |
1,237 |
0.06% |
211,000 |
1,237 |
0.001 |
Closed - End Fund - Debt |
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A |
Agilent Technologies Inc |
237 |
New |
$140.61 |
$211,000 |
1,515 |
0.06% |
211,000 |
1,515 |
0 |
Scientific & Technica... |
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JPC |
Nuveen Multi-Strategy Incom... |
242 |
New |
$7.20 |
$157,000 |
23,220 |
0.05% |
157,000 |
23,220 |
0.022 |
Closed - End Fund - Debt |
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