Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 8 | Q3 2023 | 9.8% |
VANECK VECTORS ETF TR | 8 | Q3 2023 | 6.9% |
ISHARES TR | 8 | Q3 2023 | 10.7% |
SPDR SER TR | 8 | Q3 2023 | 5.3% |
ISHARES TR | 8 | Q3 2023 | 10.4% |
ISHARES TR | 8 | Q3 2023 | 7.1% |
ISHARES TR | 8 | Q3 2023 | 3.4% |
SPDR SER TR | 8 | Q3 2023 | 3.8% |
APPLE INC | 8 | Q3 2023 | 1.9% |
ISHARES TR | 8 | Q3 2023 | 2.3% |
View Wealth Management Solutions, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-10-25 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-03 |
View Wealth Management Solutions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.