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| Name: |
Obsidian Personal Planning Solutions LLC |
| City: |
ROCKVILLE |
| State: |
MD |
| Zip: |
20850 |
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data |
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| Holdings
Found :
6 |
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Closed Positions |
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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 |
|
VOE |
Vanguard Mid-Cap Value ETF |
104 |
Closed |
$155.59 |
$0 |
0 |
0% |
-204,000 |
-1,409 |
0 |
Closed - End Fund - E... |
|
|
ACN |
Accenture Plc |
103 |
Closed |
$303.59 |
$0 |
0 |
0% |
-213,000 |
-608 |
0 |
Management Services |
|
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AON |
Aon Plc |
102 |
Closed |
$292.45 |
$0 |
0 |
0% |
-333,000 |
-1,145 |
0 |
Life & Health Insurance |
|
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ADBE |
Adobe Systems Inc |
101 |
Closed |
$483.43 |
$0 |
0 |
0% |
-259,000 |
-434 |
0 |
Application Software |
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XLV |
SPDR Select Sector Health |
100 |
Closed |
$146.31 |
$0 |
0 |
0% |
-237,000 |
-1,737 |
0 |
Closed - End Fund - E... |
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ESGU |
Ishares Msci Usa Esg Optimized |
105 |
Closed |
$0.00 |
$0 |
0 |
0% |
-209,000 |
-1,989 |
0 |
N/A |
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