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| Name: |
West Wealth Group LLC |
| City: |
Irvine |
| State: |
CA |
| Zip: |
92614 |
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data |
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| Holdings
Found :
11 |
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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 |
|
OEF |
iShares S&P 100 Index |
11 |
New |
$247.48 |
$6,310,000 |
28,248 |
2.49% |
6,310,000 |
28,248 |
0.063 |
Closed - End Fund - E... |
|
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EMXC |
Ishares Msci Emerging Marke... |
17 |
New |
$0.00 |
$3,220,000 |
58,119 |
1.27% |
3,220,000 |
58,119 |
0.006 |
N/A |
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IXC |
iShares tr S&P Glbl Energy |
23 |
New |
$43.80 |
$1,742,000 |
44,552 |
0.69% |
1,742,000 |
44,552 |
0.05 |
Closed - End Fund - E... |
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XOVR |
Spdr Bofa Merrill Lynch Cro... |
39 |
New |
$23.22 |
$577,000 |
24,671 |
0.23% |
577,000 |
24,671 |
0.027 |
N/A |
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EMHC |
Spdr Bloomberg Emerging Mar... |
48 |
New |
$0.00 |
$432,000 |
17,752 |
0.17% |
432,000 |
17,752 |
0.227 |
N/A |
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SPTS |
Spdr Barclays Short Term Tr... |
55 |
New |
$29.48 |
$360,000 |
12,409 |
0.14% |
360,000 |
12,409 |
0.005 |
N/A |
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ITE |
Spdr Brcly Cap Intrmd Trm |
56 |
New |
$27.79 |
$360,000 |
12,608 |
0.14% |
360,000 |
12,608 |
0 |
Closed - End Fund - E... |
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IRBO |
Ishares Robotics And Artifi... |
65 |
New |
$0.00 |
$293,000 |
8,506 |
0.12% |
293,000 |
8,506 |
0.137 |
N/A |
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SCPB |
Spdr Series Trust Term Corp... |
72 |
New |
$29.64 |
$240,000 |
8,067 |
0.09% |
240,000 |
8,067 |
0.001 |
Closed - End Fund - Debt |
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BAC |
Bank of America Corp |
76 |
New |
$38.28 |
$216,000 |
6,410 |
0.09% |
216,000 |
6,410 |
0 |
Domestic Money Center... |
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JPM |
JP Morgan Chase & Co |
77 |
New |
$197.50 |
$216,000 |
1,272 |
0.09% |
216,000 |
1,272 |
0 |
Domestic Money Center... |
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