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| Name: |
FMA Wealth Management LLC |
| City: |
DUXBURY |
| State: |
MA |
| Zip: |
02332 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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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 |
|
IWF |
iShares Russell 1000 Growth |
2 |
- |
$342.87 |
$12,154,000 |
36,070 |
10.07% |
1,166,000 |
-181 |
0.013 |
Closed - End Fund - E... |
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HGER |
Harbor All-weather Inflatio... |
9 |
- |
$0.00 |
$3,610,000 |
163,016 |
2.99% |
72,000 |
-5,960 |
1.811 |
N/A |
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IWP |
iShares Tr Russell MidCap Gr |
10 |
- |
$112.01 |
$3,494,000 |
30,611 |
2.9% |
294,000 |
-23 |
0.004 |
Closed - End Fund - E... |
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IWO |
iShares Russell 2000 Growth |
18 |
- |
$265.15 |
$2,229,000 |
8,214 |
1.85% |
143,000 |
-34 |
0.02 |
Closed - End Fund - E... |
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PG |
Procter & Gamble Co |
27 |
- |
$167.64 |
$561,000 |
3,455 |
0.46% |
47,000 |
-55 |
0 |
Cleaning Products |
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