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  Name: Comprehensive Wealth Management LLC
  City: LYNNWOOD
  State: WA
  Zip: 98037
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $128,417,000
  Total Value Change : $17,674,000
  Securities Held Change : -3
   
All Securities Held : 28
  New Positions : 2
  Closed Positions : 5
  Increased Positions : 18
  Unchanged Positions : 0
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 27 New $34.07 $227,000 7,183 0.18% 227,000 7,183 0.002    Closed - End Fund - E...
   (MRGR)1 Year Chart         MRGR Proshares Merger Etf 28 New $0.00 $201,000 4,971 0.16% 201,000 4,971 0.04    N/A

      2 Records Found
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