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Name: |
EAGLE WEALTH STRATEGIES LLC |
City: |
WEST DEPTFORD |
State: |
NJ |
Zip: |
08096 |
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Holdings
Found :
13 |
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Closed Positions |
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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 |
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SCZ |
ISHARES MSCI EAFE SM |
102 |
Closed |
$63.64 |
$0 |
0 |
0% |
-216,000 |
-3,494 |
0 |
Closed - End Fund - E... |
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IWZ |
iShares Russell 3000 Growth |
95 |
Closed |
$117.44 |
$0 |
0 |
0% |
-328,000 |
-3,154 |
0 |
Closed - End Fund - E... |
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TEAM |
Atlassian Corporation Plc |
101 |
Closed |
$179.75 |
$0 |
0 |
0% |
-490,000 |
-2,061 |
0 |
N/A |
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PFE |
Pfizer Inc |
107 |
Closed |
$28.01 |
$0 |
0 |
0% |
-208,000 |
-7,216 |
0 |
Drug Manufacturers - ... |
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BND |
Vanguard Total Bond Market ETF |
100 |
Closed |
$71.38 |
$0 |
0 |
0% |
-273,000 |
-3,706 |
0 |
Closed - End Fund - E... |
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BA |
Boeing Co |
106 |
Closed |
$178.51 |
$0 |
0 |
0% |
-793,000 |
-3,040 |
0 |
Aerospace/Defense - M... |
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VONV |
Vanguard Russell 1000 Value... |
99 |
Closed |
$77.65 |
$0 |
0 |
0% |
-16,671,000 |
-229,813 |
0 |
N/A |
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GAL |
Spdr Ssga Global Allocation |
105 |
Closed |
$43.21 |
$0 |
0 |
0% |
-221,000 |
-5,322 |
0 |
N/A |
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RJF |
Raymond James Financial Inc |
98 |
Closed |
$125.70 |
$0 |
0 |
0% |
-225,000 |
-2,022 |
0 |
Investment Brokerage ... |
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TRGP |
Targa Resources Corp. |
104 |
Closed |
$113.20 |
$0 |
0 |
0% |
-418,000 |
-4,813 |
0 |
Gas Utilities |
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HYG |
iShares iBoxx $ High Yield ... |
97 |
Closed |
$76.90 |
$0 |
0 |
0% |
-338,000 |
-4,367 |
0 |
Closed - End Fund - E... |
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TMUS |
T-Mobile Us Inc |
103 |
Closed |
$164.20 |
$0 |
0 |
0% |
-487,000 |
-3,040 |
0 |
Wireless Communications |
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SHV |
iShares Barclays Short Trea... |
96 |
Closed |
$110.21 |
$0 |
0 |
0% |
-359,000 |
-3,256 |
0 |
Closed - End Fund - E... |
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