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Name: |
Waterford Advisors LLC |
City: |
ORCHARD PARK |
State: |
NY |
Zip: |
14127 |
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data |
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Holdings
Found :
3 |
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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 |
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BSV |
Vanguard Short-Term Bond |
9 |
New |
$76.21 |
$10,218,000 |
132,672 |
4.79% |
10,218,000 |
132,672 |
0.025 |
Closed - End Fund - E... |
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CAT |
Caterpillar Inc |
46 |
New |
$356.68 |
$259,000 |
877 |
0.12% |
259,000 |
877 |
0 |
Farm & Construction M... |
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EEM |
iShares MSCI Emrg Mkt Income |
51 |
New |
$42.82 |
$203,000 |
5,042 |
0.1% |
203,000 |
5,042 |
0 |
Closed - End Fund - E... |
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