| |
|
|
| Name: |
Austin Wealth Management LLC |
| City: |
Austin |
| State: |
TX |
| Zip: |
78746 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
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 |
|
COST |
Costco Wholesale Corp |
70 |
- |
$787.19 |
$550,000 |
760 |
0.15% |
101,000 |
0 |
0 |
Discount, Variety Stores |
|
|
AXP |
American Express Co |
96 |
- |
$242.30 |
$264,000 |
1,240 |
0.07% |
60,000 |
0 |
0 |
Credit Services |
|
|
MCD |
McDonalds Corp |
103 |
- |
$275.00 |
$237,000 |
810 |
0.06% |
8,000 |
0 |
0 |
Restaurants |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
104 |
- |
$166.11 |
$234,000 |
1,462 |
0.06% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
EPD |
Enterprise Products Partner... |
109 |
- |
$28.80 |
$209,000 |
7,661 |
0.06% |
4,000 |
0 |
0 |
Independent Oil & Gas |
|
|
LPRO |
Open Lending Inc Class A |
112 |
- |
$13.75 |
$125,000 |
15,550 |
0.03% |
27,000 |
0 |
0.012 |
N/A |
|
|
GNS |
Genius Group Ord Shs |
116 |
- |
$0.00 |
$8,000 |
20,646 |
0% |
-6,000 |
0 |
0.096 |
N/A |
|
