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| Name: |
Ratio Wealth Group |
| City: |
DENVER |
| State: |
CO |
| Zip: |
80218 |
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data |
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| Holdings
Found :
8 |
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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 |
|
MOAT |
VANECK VECTORS ETF TR |
10 |
New |
$53.88 |
$17,216,000 |
202,850 |
3.73% |
17,216,000 |
202,850 |
0.321 |
N/A |
|
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VOT |
Van Kampen Municipal Opport... |
21 |
New |
$230.90 |
$9,710,000 |
44,224 |
2.1% |
9,710,000 |
44,224 |
0.094 |
Closed - End Fund - Debt |
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VBK |
Vanguard Small Cap Gr VIPERS |
25 |
New |
$254.37 |
$6,315,000 |
26,118 |
1.37% |
6,315,000 |
26,118 |
0.05 |
Closed - End Fund - E... |
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PAVE |
Global X Us Infrastructure ... |
29 |
New |
$0.00 |
$4,375,000 |
126,951 |
0.95% |
4,375,000 |
126,951 |
0.095 |
N/A |
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VV |
Vanguard Large Cap VIPERS |
56 |
New |
$239.97 |
$463,000 |
2,121 |
0.1% |
463,000 |
2,121 |
0.002 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
60 |
New |
$246.21 |
$392,000 |
1,687 |
0.08% |
392,000 |
1,687 |
0.001 |
Closed - End Fund - E... |
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PHEC |
Phillips Edison & Company, Inc |
69 |
New |
$36.00 |
$213,000 |
5,847 |
0.05% |
213,000 |
5,847 |
0.007 |
N/A |
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ADBE |
Adobe Systems Inc |
71 |
New |
$475.95 |
$209,000 |
350 |
0.05% |
209,000 |
350 |
0 |
Application Software |
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