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  Name: Clientfirst Wealth Management LLC
  City: LITTLE ROCK
  State: AR
  Zip: 72207
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $82,256,000
  Total Value Change : $-1,808,000
  Securities Held Change : 0
   
All Securities Held : 32
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 6
  Unchanged Positions : 21
  Decreased Positions : 3

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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 28 New $48.67 $220,000 4,576 0.27% 220,000 4,576 0.001    N/A
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 30 New $92.61 $207,000 2,273 0.25% 207,000 2,273 0.001    Closed - End Fund - E...

      2 Records Found
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