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| Name: |
Ulrich Consultants & Investment Group LLC |
| City: |
ALBUQUERQUE |
| State: |
NM |
| Zip: |
87104 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
5 |
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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 |
|
SPY |
Standard & Poors Depository... |
3 |
- |
$529.44 |
$2,668,000 |
6,018 |
6.45% |
155,000 |
-120 |
0 |
Closed - End Fund - E... |
|
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DIVO |
Amplify Yieldshares Cwp Div... |
7 |
- |
$0.00 |
$1,441,000 |
40,023 |
3.48% |
-99,000 |
-3,400 |
0.045 |
N/A |
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EQAL |
Invesco Russell 1000 Equal ... |
8 |
- |
$45.33 |
$1,138,000 |
27,190 |
2.75% |
-251,000 |
-6,618 |
0.194 |
N/A |
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FSK |
Fs Kkr Capital Inc |
12 |
- |
$4.20 |
$815,000 |
42,510 |
1.97% |
-71,000 |
-5,405 |
0.034 |
N/A |
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ARCC |
Ares Capital Corp |
19 |
- |
$21.35 |
$263,000 |
14,000 |
0.64% |
-49,000 |
-3,091 |
0.003 |
Closed - End Fund - Debt |
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