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| Name: |
Colonial River Wealth Management LLC |
| City: |
MIDLOTHIAN |
| State: |
VA |
| Zip: |
23114 |
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data |
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| Holdings
Found :
11 |
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Menu
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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 |
|
CZA |
Invesco Zacks Mid Cap ETF |
71 |
- |
$100.54 |
$674,000 |
6,627 |
0.38% |
52,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
ETN |
Eaton Corp |
80 |
- |
$330.18 |
$541,000 |
1,729 |
0.31% |
125,000 |
0 |
0 |
Diversified Machinery |
|
|
ALL |
Allstate Corp |
87 |
- |
$169.08 |
$475,000 |
2,746 |
0.27% |
91,000 |
0 |
0.001 |
Property & Casualty I... |
|
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EPD |
Enterprise Products Partner... |
91 |
- |
$28.61 |
$445,000 |
15,241 |
0.25% |
43,000 |
0 |
0.001 |
Independent Oil & Gas |
|
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AUB |
Atlantic Union Bankshares Corp |
107 |
- |
$33.96 |
$332,000 |
9,389 |
0.19% |
-11,000 |
0 |
0.012 |
Domestic Regional Banks |
|
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CMI |
Cummins Inc |
119 |
- |
$287.85 |
$301,000 |
1,020 |
0.17% |
57,000 |
0 |
0.001 |
Diversified Machinery |
|
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HTGC |
Hercules Technology Growth ... |
138 |
- |
$19.07 |
$258,000 |
13,977 |
0.15% |
25,000 |
0 |
0.012 |
Asset Management |
|
|
NSA |
National Storage Affiliates... |
158 |
- |
$37.84 |
$207,000 |
5,295 |
0.12% |
-13,000 |
0 |
0.006 |
N/A |
|
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EXAI |
Exscientia Adr |
168 |
- |
$0.00 |
$77,000 |
13,415 |
0.04% |
-9,000 |
0 |
0.011 |
N/A |
|
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DSX |
Diana Shipping Inc |
169 |
- |
$3.16 |
$51,000 |
17,682 |
0.03% |
-2,000 |
0 |
0.02 |
Water Transportation |
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AVRO |
Averion International Corp |
170 |
- |
$1.39 |
$21,000 |
16,177 |
0.01% |
-1,000 |
0 |
0.044 |
Biotechnology |
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