News + Filings Holdings
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Wharton Business Group, 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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Snowflake Inc.
| SNOW | Common | 1,755 | 1,755 | 309,000 | 309,000 | 0.02 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| CRBN | Common | 1,950 | 1,950 | 305,000 | 305,000 | 0.02 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 5,960 | 5,960 | 292,000 | 292,000 | 0.02 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 575 | 575 | 270,000 | 270,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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INTERCALLNET INC
| ICLN | Common | 13,440 | 13,440 | 247,000 | 247,000 | 0.02 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| DVYE | Common | 8,860 | 8,860 | 217,000 | 217,000 | 0.01 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| BK | Common | 4,780 | 4,780 | 213,000 | 213,000 | 0.01 | 0.00 |
Hist
| 06/30/2023 |
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WELLTOWER INC.
| WELL | COM | 2,555 | 2,555 | 207,000 | 207,000 | 0.01 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IXJ | COM | 2,396 | 2,396 | 204,000 | 204,000 | 0.01 | |
Hist
| 06/30/2023 |
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