| |
|
|
| Name: |
Authentikos Wealth Advisory LLC |
| City: |
MORGAN HILL |
| State: |
CA |
| Zip: |
95037 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
5 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
INTU |
Intuit Inc |
30 |
- |
$635.42 |
$744,000 |
1,191 |
0.79% |
135,000 |
0 |
0 |
Application Software |
|
|
MDIV |
First Trust Vi Multi Asset ... |
34 |
- |
$15.86 |
$625,000 |
39,960 |
0.66% |
42,000 |
0 |
0.127 |
N/A |
|
|
AXP |
American Express Co |
36 |
- |
$241.53 |
$562,000 |
3,000 |
0.6% |
114,000 |
0 |
0 |
Credit Services |
|
|
AMP |
Ameriprise Financial Inc |
52 |
- |
$435.33 |
$228,000 |
600 |
0.24% |
30,000 |
0 |
0.001 |
Asset Management |
|
|
BMY |
Bristol-Myers Squibb Co |
53 |
- |
$44.71 |
$226,000 |
4,400 |
0.24% |
-29,000 |
0 |
0 |
Drug Manufacturers - ... |
|
