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Company Main View
Name:
International Private Wealth Advisors LLC
City:
SAN DIEGO
State:
CA
Zip:
92108
Achive data
View Filing Period:
Current Quarter
2024-03-31
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-06-30
Total Value :
$59,329,000
Total Value Change :
$7,513,000
Securities Held Change :
10
All Securities Held :
121
New Positions
:
14
Closed Positions
:
8
Increased Positions
:
70
Unchanged Positions
:
3
Decreased Positions
:
34
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
SCHM
Schwab U.S. Mid-Cap Etf
31
-
$83.25
$432,000
5,554
0.73%
-20,000
0
0.004
N/A
TIP
iShares Lehman TIPS Bond
48
-
$110.83
$356,000
3,330
0.6%
-2,000
0
0
Closed - End Fund - E...
TNA
Direxion Daily Small Cap Bu...
102
-
$44.10
$233,000
6,364
0.39%
-40,000
0
0.029
Closed - End Fund - Debt
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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