News + Filings Holdings
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Wellspring Financial Advisors, LLC
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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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VANGUARD BOND INDEX FUNDS
| BND | Common | 0 | -18,720 | 0 | -1,382,122,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 0 | -11,642 | 0 | -1,267,751,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 0 | -12,671 | 0 | -969,208,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHR | Common | 0 | -15,533 | 0 | -783,335,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 0 | -23,521 | 0 | -672,701,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Eve Holding, Inc.
| EVEX | COM | 0 | -85,689 | 0 | -620,388,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 0 | -4,267 | 0 | -425,169,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 0 | -3,019 | 0 | -316,029,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Virgin Galactic Holdings, Inc
| IPOA | Common | 0 | -76,300 | 0 | -309,015,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| HYMB | Common | 0 | -10,592 | 0 | -265,224,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NUVEEN OHIO QUALITY MUNICIPAL INCOME FUND
| NUO | Common | 0 | -20,300 | 0 | -258,013,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ROC Energy Acquisition Corp.
| | Common | 0 | -15,100 | 0 | -157,795,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Proterra Inc
| PTRA | COM | 0 | -17,554 | 0 | -26,682,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVACARE HOLDINGS Corp
| IVC | Common | 0 | -10,000 | 0 | -170,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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