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| Name: |
SUTTON PLACE INVESTORS LLC |
| City: |
KATONAH |
| State: |
NY |
| Zip: |
10536 |
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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 |
|
ITOT |
iShares Core S&P Total US |
9 |
- |
$116.35 |
$4,656,000 |
40,378 |
2.3% |
276,000 |
-1,248 |
0.011 |
Closed - End Fund - E... |
|
|
XLE |
SPDR Energy Sector |
17 |
- |
$94.96 |
$2,729,000 |
28,907 |
1.35% |
269,000 |
-434 |
0.001 |
Closed - End Fund - E... |
|
|
FMB |
First Trust Managed Municipal |
53 |
- |
$0.00 |
$1,101,000 |
21,433 |
0.54% |
-32,000 |
-492 |
0.068 |
N/A |
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ESGU |
Ishares Msci Usa Esg Optimized |
85 |
- |
$0.00 |
$699,000 |
6,078 |
0.35% |
-96,000 |
-1,504 |
0 |
N/A |
|
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OEF |
iShares S&P 100 Index |
86 |
- |
$252.41 |
$671,000 |
2,714 |
0.33% |
-219,000 |
-1,271 |
0.006 |
Closed - End Fund - E... |
|
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DFIV |
Dimensional International V... |
92 |
- |
$38.00 |
$613,000 |
16,672 |
0.3% |
-131,000 |
-4,974 |
0.002 |
N/A |
|
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SDY |
streetTRACKS Series Trust -... |
99 |
- |
$132.46 |
$554,000 |
4,224 |
0.27% |
-99,000 |
-1,000 |
0.003 |
Closed - End Fund - E... |
|
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JMST |
Jpmorgan Ultra Short Munici... |
122 |
- |
$0.00 |
$345,000 |
6,800 |
0.17% |
-162,000 |
-3,200 |
0 |
N/A |
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SHEL |
Shell plc |
124 |
- |
$71.92 |
$286,000 |
4,262 |
0.14% |
3,000 |
-40 |
0 |
Integrated Oil & Gas |
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IEMG |
Ishares Core Msci Emerging ... |
127 |
- |
$54.95 |
$268,000 |
5,188 |
0.13% |
-112,000 |
-2,317 |
0 |
N/A |
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DFSV |
Dfa Dimensional Us Small Ca... |
140 |
- |
$0.00 |
$217,000 |
7,220 |
0.11% |
6,000 |
-10 |
0 |
N/A |
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