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Name: |
CHANNEL WEALTH LLC |
City: |
SANTA BARBARA |
State: |
CA |
Zip: |
93105 |
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Holdings
Found :
15 |
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Closed Positions |
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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 |
|
IWF |
iShares Russell 1000 Growth |
181 |
Closed |
$336.67 |
$0 |
0 |
0% |
-3,429,000 |
-11,312 |
0 |
Closed - End Fund - E... |
|
FTSM |
First Trust Enhanced Short ... |
187 |
Closed |
$59.69 |
$0 |
0 |
0% |
-251,000 |
-4,200 |
0 |
N/A |
|
LIT |
Global X Lithium ETF |
193 |
Closed |
$44.94 |
$0 |
0 |
0% |
-217,000 |
-4,254 |
0 |
Closed - End Fund - E... |
|
RMD |
ResMed Inc |
180 |
Closed |
$213.82 |
$0 |
0 |
0% |
-565,000 |
-3,283 |
0 |
Medical Appliances & ... |
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AON |
Aon Plc |
186 |
Closed |
$293.10 |
$0 |
0 |
0% |
-214,000 |
-736 |
0 |
Life & Health Insurance |
|
FDD |
First Trust Dow Jones STOXX... |
192 |
Closed |
$12.42 |
$0 |
0 |
0% |
-271,000 |
-22,430 |
0 |
N/A |
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BND |
Vanguard Total Bond Market ETF |
179 |
Closed |
$71.38 |
$0 |
0 |
0% |
-255,000 |
-3,466 |
0 |
Closed - End Fund - E... |
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HTGC |
Hercules Technology Growth ... |
185 |
Closed |
$19.90 |
$0 |
0 |
0% |
-203,000 |
-12,206 |
0 |
Asset Management |
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LMT |
Lockheed Martin Corp |
191 |
Closed |
$468.88 |
$0 |
0 |
0% |
-208,000 |
-459 |
0 |
Aerospace/Defense - M... |
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BLUE |
Bluebird Bio, Inc. |
184 |
Closed |
$1.06 |
$0 |
0 |
0% |
-17,000 |
-12,500 |
0 |
Biotechnology |
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DHR |
Danaher Corp |
190 |
Closed |
$253.38 |
$0 |
0 |
0% |
-506,000 |
-2,186 |
0 |
General Building Mate... |
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XLC |
Communication Services Sele... |
183 |
Closed |
$81.79 |
$0 |
0 |
0% |
-796,000 |
-10,960 |
0 |
N/A |
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DXCM |
DexCom Inc |
189 |
Closed |
$127.05 |
$0 |
0 |
0% |
-2,192,000 |
-17,663 |
0 |
Medical Instruments &... |
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IEF |
iShares Lehman 7-10 Year Tr... |
182 |
Closed |
$92.50 |
$0 |
0 |
0% |
-461,000 |
-4,780 |
0 |
Closed - End Fund - E... |
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CNI |
Canadian National Railway (... |
188 |
Closed |
$127.42 |
$0 |
0 |
0% |
-1,125,000 |
-8,958 |
0 |
Railroads |
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