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| Name: |
VALLEY FINANCIAL MANAGEMENT INC. |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Viewing:
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 |
|
IYG |
iShares Dow Jones US Financ... |
51 |
Closed |
$65.82 |
$0 |
0 |
0% |
-5,643,000 |
-37,383 |
0 |
Closed - End Fund - E... |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
44 |
Closed |
$90.35 |
$0 |
0 |
0% |
-2,502,000 |
-23,518 |
0 |
Closed - End Fund - E... |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
50 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,172,000 |
-56,689 |
0 |
N/A |
|
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USMV |
iShares MSCI USA Minimum Vo... |
43 |
Closed |
$0.00 |
$0 |
0 |
0% |
-21,000 |
-283 |
0 |
N/A |
|
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JGRO |
Jpmorgan Active Growth Etf |
49 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,448,000 |
-90,492 |
0 |
N/A |
|
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DIVO |
Amplify Yieldshares Cwp Div... |
48 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,680,000 |
-216,528 |
0 |
N/A |
|
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PGF |
Invesco Financial Preferred... |
47 |
Closed |
$14.72 |
$0 |
0 |
0% |
-542,000 |
-37,345 |
0 |
Closed - End Fund - E... |
|
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JEPI |
Jpmorgan Equity Premium Inc... |
46 |
Closed |
$0.00 |
$0 |
0 |
0% |
-62,000 |
-1,135 |
0 |
N/A |
|
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RSP |
Guggenheim ETF Trust - Gugg... |
52 |
Closed |
$166.07 |
$0 |
0 |
0% |
-8,928,000 |
-61,732 |
0 |
Closed - End Fund - E... |
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CCOR |
Core Alternative Etf |
45 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,882,000 |
-264,222 |
0 |
N/A |
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