News + Filings Holdings
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Kellett Schaffner Wealth 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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ISHARES GOLD TRUST
| IAU | Common | 0 | -17,429 | 0 | -598,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 0 | -146 | 0 | -319,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 0 | -2,952 | 0 | -300,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 0 | -1,477 | 0 | -291,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 0 | -2,314 | 0 | -264,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Palladium Group Holdings Pty Ltd
| PTY | COM | 0 | -18,189 | 0 | -228,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ContextLogic Inc.
| WISH | COM CL A | 0 | -134,394 | 0 | -215,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 0 | -4,097 | 0 | -208,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IHI | Common | 0 | -4,046 | 0 | -204,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 0 | -741 | 0 | -203,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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B2GOLD CORP
| BTG | COM | 0 | -12,500 | 0 | -42,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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