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| Name: |
THEORY FINANCIAL LLC |
| City: |
FORT COLLINS |
| State: |
CO |
| Zip: |
80528 |
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data |
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| Holdings
Found :
8 |
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Closed Positions |
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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 |
|
FNDF |
Schwab Fundamental Internat... |
70 |
Closed |
$35.92 |
$0 |
0 |
0% |
-213,000 |
-6,718 |
0 |
N/A |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
76 |
Closed |
$34.07 |
$0 |
0 |
0% |
-3,306,000 |
-122,839 |
0 |
Closed - End Fund - E... |
|
|
PSCT |
Invesco S&P SmallCap Info T... |
75 |
Closed |
$46.60 |
$0 |
0 |
0% |
-3,520,000 |
-80,431 |
0 |
Closed - End Fund - E... |
|
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FNDX |
Schwab Fundamental US Large... |
74 |
Closed |
$66.55 |
$0 |
0 |
0% |
-228,000 |
-4,068 |
0 |
N/A |
|
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GWL |
St Spdr S&P Wld Xus |
73 |
Closed |
$35.97 |
$0 |
0 |
0% |
-267,000 |
-8,605 |
0 |
Closed - End Fund - E... |
|
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
72 |
Closed |
$47.23 |
$0 |
0 |
0% |
-308,000 |
-6,653 |
0 |
Closed - End Fund - E... |
|
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SCHD |
Schwab US Dividend Equity ETF |
71 |
Closed |
$79.30 |
$0 |
0 |
0% |
-3,499,000 |
-49,448 |
0 |
N/A |
|
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LLY |
Eli Lilly & Co |
77 |
Closed |
$760.00 |
$0 |
0 |
0% |
-921,000 |
-1,715 |
0 |
Drug Manufacturers - ... |
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