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| Name: |
Clientfirst Wealth Management LLC |
| City: |
LITTLE ROCK |
| State: |
AR |
| Zip: |
72207 |
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data |
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| Holdings
Found :
6 |
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Increased 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 |
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VEA |
Vanguard Europe Pacific ETF |
9 |
- |
$49.56 |
$1,335,000 |
30,312 |
1.62% |
248,000 |
7,278 |
0.001 |
Closed - End Fund - F... |
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SHY |
Ishares Barclays 1-3 Treasu... |
10 |
- |
$81.30 |
$1,065,000 |
13,139 |
1.29% |
120,000 |
1,495 |
0.001 |
Closed - End Fund - E... |
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PFF |
iShares S&P U.S. Preferred ... |
13 |
- |
$31.43 |
$973,000 |
32,624 |
1.18% |
-18,000 |
500 |
0.007 |
Closed - End Fund - E... |
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RSP |
Guggenheim ETF Trust - Gugg... |
14 |
- |
$166.07 |
$906,000 |
6,432 |
1.1% |
686,000 |
4,982 |
0.004 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
17 |
- |
$76.21 |
$485,000 |
6,437 |
0.59% |
222,000 |
2,964 |
0.001 |
Closed - End Fund - E... |
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VXF |
Vanguard Extended Market VI... |
26 |
- |
$170.80 |
$223,000 |
1,591 |
0.27% |
16,000 |
241 |
0.006 |
Closed - End Fund - E... |
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