News + Filings Holdings
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WBH ADVISORY INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IEI | STOCK | 17,924 | 17,924 | 2,028,280,000 | 2,028,280,000 | 0.25 | |
Hist
| 09/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 10,999 | 10,999 | 1,558,448,000 | 1,558,448,000 | 0.19 | |
Hist
| 09/30/2023 |
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iSHARES TRUST
| GNMA | Common | 27,276 | 27,276 | 1,139,591,000 | 1,139,591,000 | 0.14 | |
Hist
| 09/30/2023 |
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PIMCO ETF Trust
| MUNI | Common | 5,906 | 5,906 | 295,700,000 | 295,700,000 | 0.04 | |
Hist
| 09/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 429 | 429 | 216,318,000 | 216,318,000 | 0.03 | |
Hist
| 09/30/2023 |
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Global X Funds
| CHIQ | Common | 10,155 | 10,155 | 186,852,000 | 186,852,000 | 0.02 | |
Hist
| 09/30/2023 |
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