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| Name: |
Strategies Wealth Advisors LLC |
| City: |
GRAND RAPIDS |
| State: |
MI |
| Zip: |
49503 |
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data |
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| Holdings
Found :
10 |
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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 |
|
KBWY |
Invesco Kbw Premium Yield E... |
32 |
- |
$17.67 |
$2,339,000 |
129,587 |
0.36% |
-276,000 |
0 |
1.337 |
N/A |
|
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KBWD |
Invesco KBW High Dividend Y... |
34 |
- |
$15.46 |
$1,706,000 |
110,144 |
0.26% |
-41,000 |
0 |
0.651 |
N/A |
|
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ONEQ |
Fidelity NASD Comp Index Fund |
49 |
- |
$64.31 |
$747,000 |
11,605 |
0.11% |
60,000 |
0 |
0.015 |
Closed - End Fund - Debt |
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PLYA |
Playa Hotels & Resorts N.v. |
59 |
- |
$9.24 |
$531,000 |
54,700 |
0.08% |
58,000 |
0 |
0.037 |
N/A |
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GEM |
Goldman Sachs Activebeta Em... |
70 |
- |
$32.20 |
$419,000 |
13,374 |
0.06% |
9,000 |
0 |
0.027 |
N/A |
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MDXG |
Mimedx Group Inc |
77 |
- |
$7.29 |
$305,000 |
39,589 |
0.05% |
-42,000 |
0 |
0.036 |
Medical Appliances & ... |
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MYI |
Blackrock Muniyield Insured... |
81 |
- |
$11.18 |
$280,000 |
24,455 |
0.04% |
-5,000 |
0 |
0.036 |
Closed - End Fund - Debt |
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ITB |
iShares Dow Jones U.S. Home... |
86 |
- |
$0.00 |
$238,000 |
2,054 |
0.04% |
29,000 |
0 |
0.005 |
Closed - End Fund - E... |
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VTWV |
Vanguard Russell 2000 Value... |
93 |
- |
$136.99 |
$210,000 |
1,505 |
0.03% |
4,000 |
0 |
0.039 |
N/A |
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NEA |
Nuveen Insured Tax Free Adv... |
97 |
- |
$10.88 |
$129,000 |
11,663 |
0.02% |
1,000 |
0 |
0.005 |
Closed - End Fund - Debt |
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