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| Name: |
Beverly Hills Private Wealth LLC |
| City: |
BEVERLY HILLS |
| State: |
CA |
| Zip: |
90212 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
DFAI |
Dfa Dimensional Internation... |
103 |
- |
$0.00 |
$1,036,000 |
34,288 |
0.24% |
54,000 |
0 |
0.026 |
N/A |
|
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VTI |
Vanguard Total Stock Market... |
194 |
- |
$258.05 |
$482,000 |
1,853 |
0.11% |
42,000 |
0 |
0 |
Closed - End Fund - E... |
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CI |
Cigna Corporation |
246 |
- |
$348.39 |
$359,000 |
988 |
0.08% |
63,000 |
0 |
0 |
Health Care Plans |
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SYK |
Stryker Corp |
248 |
- |
$330.58 |
$353,000 |
987 |
0.08% |
58,000 |
0 |
0 |
Medical Instruments &... |
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RDNT |
Radnet Inc |
255 |
- |
$55.25 |
$341,000 |
7,000 |
0.08% |
98,000 |
0 |
0.01 |
Specialized Health Se... |
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QQQ |
Invesco QQQ Trust Series I |
264 |
- |
$442.06 |
$324,000 |
729 |
0.07% |
25,000 |
0 |
0 |
Closed - End Fund - Debt |
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ERII |
Energy Recovery, Inc. |
289 |
- |
$13.96 |
$279,000 |
17,700 |
0.06% |
-54,000 |
0 |
0.032 |
Multi Utilities |
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SPY |
Standard & Poors Depository... |
315 |
- |
$520.84 |
$229,000 |
437 |
0.05% |
21,000 |
0 |
0 |
Closed - End Fund - E... |
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CGEN |
Compugen Ltd (USA) |
351 |
- |
$2.01 |
$26,000 |
10,000 |
0.01% |
6,000 |
0 |
0.012 |
Biotechnology |
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