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| Name: |
OAK HARBOR WEALTH PARTNERS LLC |
| City: |
RALEIGH |
| State: |
NC |
| Zip: |
27612 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
JPSE |
Jpmorgan Diversified Return... |
77 |
New |
$0.00 |
$939,000 |
20,771 |
0.29% |
939,000 |
20,771 |
0.231 |
N/A |
|
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WFC |
Wells Fargo & Co |
143 |
New |
$61.89 |
$270,000 |
4,650 |
0.08% |
270,000 |
4,650 |
0 |
Domestic Money Center... |
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C |
Citigroup Inc |
164 |
New |
$63.53 |
$219,000 |
3,460 |
0.07% |
219,000 |
3,460 |
0 |
Domestic Money Center... |
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PSX |
Phillips 66 |
167 |
New |
$145.60 |
$207,000 |
1,267 |
0.06% |
207,000 |
1,267 |
0 |
Oil & Gas Refining, P... |
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DXCM |
DexCom Inc |
169 |
New |
$127.05 |
$200,000 |
1,445 |
0.06% |
200,000 |
1,445 |
0 |
Medical Instruments &... |
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SLYG |
SPDR Dow Jones Wilshire Sma... |
214 |
New |
$86.73 |
$8,000 |
96 |
0% |
8,000 |
96 |
0 |
Closed - End Fund - E... |
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EWO |
iShares MSCI-Austria |
223 |
New |
$23.04 |
$1,000 |
25 |
0% |
1,000 |
25 |
0.001 |
Closed - End Fund - E... |
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XLU |
SPDR Utilities Select |
225 |
New |
$71.27 |
$1,000 |
17 |
0% |
1,000 |
17 |
0 |
Closed - End Fund - E... |
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EWD |
iShares Sweden Index Fund |
224 |
New |
$40.85 |
$1,000 |
25 |
0% |
1,000 |
25 |
0 |
Closed - End Fund - E... |
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