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| Name: |
DOPKINS WEALTH MANAGEMENT LLC |
| City: |
WILLIAMSVILLE |
| State: |
NY |
| Zip: |
14221 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Unchanged Positions |
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Page 1 of 1 |
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 |
|
RYAN |
Ryan Specialty Group Holdin... |
16 |
- |
$54.00 |
$1,707,000 |
30,752 |
1.03% |
384,000 |
0 |
0.028 |
N/A |
|
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VGSH |
Vanguard Scottsdale Funds |
41 |
- |
$57.85 |
$552,000 |
9,500 |
0.33% |
-2,000 |
0 |
0 |
Closed - End Fund - Debt |
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ADBE |
Adobe Systems Inc |
49 |
- |
$481.85 |
$404,000 |
800 |
0.24% |
-73,000 |
0 |
0 |
Application Software |
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PNI |
Pimco New York Municipal In... |
82 |
- |
$7.37 |
$116,000 |
15,585 |
0.07% |
-2,000 |
0 |
0.143 |
Closed - End Fund - F... |
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PYN |
Pimco New York Municipal In... |
83 |
- |
$5.86 |
$97,000 |
16,575 |
0.06% |
-2,000 |
0 |
0.291 |
Closed - End Fund - F... |
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