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Name: |
Kellett Schaffner Wealth Advisors LLC |
City: |
CINCINNATI |
State: |
OH |
Zip: |
45242 |
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data |
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Holdings
Found :
6 |
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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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BLV |
Vanguard Long-Term Bond ETF |
43 |
New |
$69.58 |
$456,000 |
6,305 |
0.32% |
456,000 |
6,305 |
0.01 |
Closed - End Fund - Debt |
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IJH |
iShares S&P MidCap 400 Index |
50 |
New |
$59.78 |
$360,000 |
5,925 |
0.25% |
360,000 |
5,925 |
0.003 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
76 |
New |
$336.86 |
$229,000 |
681 |
0.16% |
229,000 |
681 |
0 |
Closed - End Fund - E... |
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WM |
Waste Management Inc |
77 |
New |
$210.82 |
$224,000 |
1,052 |
0.16% |
224,000 |
1,052 |
0 |
Waste Management |
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QUBT |
Quantum Computing Inc. |
83 |
New |
$0.76 |
$10,000 |
10,000 |
0.01% |
10,000 |
10,000 |
0.034 |
N/A |
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JTAI |
Jet Ai Ord Shs |
84 |
New |
$0.00 |
$9,000 |
10,000 |
0.01% |
9,000 |
10,000 |
0.111 |
N/A |
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