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Name: |
CONSULTIVA WEALTH MANAGEMENT CORP. |
City: |
SAN JUAN |
State: |
PR |
Zip: |
00918 |
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Holdings
Found :
9 |
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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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GRES |
General Residential Corp |
2 |
- |
$32.75 |
$740,234,000 |
22,639 |
18.98% |
6,709,000 |
288 |
2.383 |
Closed - End Fund - Debt |
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VIG |
Vanguard Dividend Appreciat... |
3 |
- |
$180.96 |
$210,363,000 |
1,353 |
5.39% |
40,242,000 |
306 |
0 |
Closed - End Fund - Debt |
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SPHD |
Invesco S&P 500 High Divide... |
4 |
- |
$44.95 |
$208,217,000 |
5,313 |
5.34% |
94,918,000 |
2,573 |
0.008 |
N/A |
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VB |
Vanguard Small Cap VIPERS |
11 |
- |
$222.90 |
$61,718,000 |
326 |
1.58% |
13,878,000 |
86 |
0 |
Closed - End Fund - E... |
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MINT |
Pimco ETF Trust |
13 |
- |
$100.37 |
$45,808,000 |
457 |
1.17% |
584,000 |
4 |
0 |
Closed - End Fund - Debt |
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EMB |
iShares JPMorgan USD Emerg ... |
14 |
- |
$88.75 |
$40,050,000 |
485 |
1.03% |
-1,589,000 |
4 |
0 |
Closed - End Fund - E... |
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RWO |
Spdr Index Shares Fd |
16 |
- |
$41.59 |
$32,046,000 |
838 |
0.82% |
-2,173,000 |
5 |
0.002 |
Closed - End Fund - E... |
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PICB |
Invesco International Corpo... |
17 |
- |
$22.13 |
$28,805,000 |
1,384 |
0.74% |
-1,022,000 |
6 |
0.033 |
Closed - End Fund - E... |
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BKLN |
Powershares Senior Loan Por... |
19 |
- |
$21.19 |
$20,319,000 |
968 |
0.52% |
296,000 |
17 |
0 |
N/A |
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