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Name: |
Authentikos Wealth Advisory LLC |
City: |
MORGAN HILL |
State: |
CA |
Zip: |
95037 |
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data |
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Holdings
Found :
5 |
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Unchanged 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 |
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INTU |
Intuit Inc |
30 |
- |
$627.19 |
$744,000 |
1,191 |
0.79% |
135,000 |
0 |
0 |
Application Software |
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MDIV |
First Trust Vi Multi Asset ... |
34 |
- |
$15.81 |
$625,000 |
39,960 |
0.66% |
42,000 |
0 |
0.127 |
N/A |
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AXP |
American Express Co |
36 |
- |
$238.65 |
$562,000 |
3,000 |
0.6% |
114,000 |
0 |
0 |
Credit Services |
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AMP |
Ameriprise Financial Inc |
52 |
- |
$431.94 |
$228,000 |
600 |
0.24% |
30,000 |
0 |
0.001 |
Asset Management |
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BMY |
Bristol-Myers Squibb Co |
53 |
- |
$45.06 |
$226,000 |
4,400 |
0.24% |
-29,000 |
0 |
0 |
Drug Manufacturers - ... |
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