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  Name: MY Wealth Management Inc.
  City: GERMANTOWN
  State: MD
  Zip: 20876
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $90,654,000
  Total Value Change : $-15,637,000
  Securities Held Change : -1
   
All Securities Held : 25
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 3
  Unchanged Positions : 3
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 4 - $29.48 $6,568,000 227,111 7.25% 6,568,000 227,111 0.075    N/A
   (QDPL)1 Year Chart         QDPL Pacer Metaurus Us Large Cap... 6 - $0.00 $4,597,000 128,399 5.07% 714,000 10,916 1.427    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 14 - $60.27 $2,294,000 37,765 2.53% -1,076,000 25,605 0.016    Closed - End Fund - E...

      3 Records Found
  1    
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