Connecticut Wealth Management, LLC Diversified Active

CIK: 0001689829 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $1,096,408 (100.0% shares, 0.0% debt)

Holdings (173)

IEFA ISHARES TR 17.4%
Value ($000) $191,123 Shares 1,790,086 Est. Cost $106.77 Unrealized
QUAL ISHARES TR 17.4%
Value ($000) $190,255 Shares 1,575,345 Est. Cost $87.32 Unrealized
VOT VANGUARD INDEX FDS 4.8%
Value ($000) $52,278 Shares 239,987 Est. Cost $196.94 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 4.4%
Value ($000) $48,482 Shares 627,432 Est. Cost $65.24 Unrealized 0.0%
IVW ISHARES TR 4.2%
Value ($000) $46,234 Shares 651,864 Est. Cost $91.33 Unrealized
DON WISDOMTREE TR 3.9%
Value ($000) $43,150 Shares 588,045 Est. Cost $58.72 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 3.9%
Value ($000) $42,607 Shares 864,997 Est. Cost $49.21 Unrealized
VBR VANGUARD INDEX FDS 3.6%
Value ($000) $39,592 Shares 186,759 Est. Cost $180.64 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 3.6%
Value ($000) $39,104 Shares 265,867 Est. Cost $115.28 Unrealized
QQQ INVESCO QQQ TR 3.5%
Value ($000) $38,790 Shares 121,550 Est. Cost $319.13 Unrealized
VOO VANGUARD INDEX FDS 2.9%
Value ($000) $31,594 Shares 153,607 Est. Cost $205.68 Unrealized
VUG VANGUARD INDEX FDS 2.4%
Value ($000) $25,982 Shares 101,081 Est. Cost $159.30 Unrealized
IWD ISHARES TR 2.2%
Value ($000) $24,249 Shares 166,228 Est. Cost $145.88 Unrealized
SPYG SPDR SER TR 2.1%
Value ($000) $22,724 Shares 452,138 Est. Cost $50.26 Unrealized
OTIS OTIS WORLDWIDE CORP 2.0%
Value ($000) $21,474 Shares 313,722 Est. Cost $47.48 Unrealized +27.9%
SLYG SPDR SER TR 1.3%
Value ($000) $14,456 Shares 160,180 Est. Cost $90.25 Unrealized
ICF ISHARES TR 1.3%
Value ($000) $14,294 Shares 247,258 Est. Cost $55.18 Unrealized
IWS ISHARES TR 0.9%
Value ($000) $10,376 Shares 94,933 Est. Cost $89.16 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $10,040 Shares 50,319 Est. Cost $133.43 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $9,457 Shares 64,076 Est. Cost $147.59 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $8,388 Shares 137,284 Est. Cost $52.88 Unrealized
IXP ISHARES TR 0.7%
Value ($000) $8,092 Shares 122,096 Est. Cost $66.73 Unrealized
IYH ISHARES TR 0.7%
Value ($000) $8,078 Shares 62,798 Est. Cost $154.92 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $7,979 Shares 26,139 Est. Cost $162.77 Unrealized +50.2%
AAPL APPLE INC 0.5%
Value ($000) $5,385 Shares 44,088 Est. Cost $92.26 Unrealized +35.6%
TOTL SSGA ACTIVE ETF TR 0.5%
Value ($000) $5,323 Shares 110,406 Est. Cost $49.28 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $4,832 Shares 20,496 Est. Cost $129.21 Unrealized +72.5%
TLT ISHARES TR 0.4%
Value ($000) $4,751 Shares 35,075 Est. Cost $132.81 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $4,599 Shares 108,938 Est. Cost $17.13 Unrealized +112.7%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $4,557 Shares 11,162 Est. Cost $379.91 Unrealized
ESGE ISHARES INC 0.4%
Value ($000) $4,493 Shares 89,568 Est. Cost $38.29 Unrealized
DVY ISHARES TR 0.4%
Value ($000) $4,426 Shares 38,788 Est. Cost $99.56 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $3,793 Shares 43,981 Est. Cost $84.81 Unrealized
JPMORGAN CHASE & CO 0.3%
Value ($000) $3,533 Shares 31,026 Est. Cost $113.87 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3,524 Shares 9,472 Est. Cost $238.71 Unrealized +33.9%
IEF ISHARES TR 0.3%
Value ($000) $3,262 Shares 28,889 Est. Cost $110.02 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $2,978 Shares 65,391 Est. Cost $45.54 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $2,735 Shares 884 Est. Cost $129.30 Unrealized +22.6%
ICSH ISHARES TR 0.2%
Value ($000) $2,627 Shares 51,997 Est. Cost $50.26 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $2,537 Shares 38,456 Est. Cost $28.11 Unrealized +10.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,377 Shares 14,462 Est. Cost $111.00 Unrealized +26.8%
V VISA INC 0.2%
Value ($000) $2,294 Shares 10,836 Est. Cost $173.88 Unrealized +16.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,079 Shares 15,353 Est. Cost $88.10 Unrealized +31.3%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,956 Shares 50,546 Est. Cost $17.60 Unrealized +74.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,942 Shares 5,456 Est. Cost $316.70 Unrealized +7.2%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,886 Shares 18,653 Est. Cost $87.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,823 Shares 7,137 Est. Cost $213.27 Unrealized +13.9%
GAL SSGA ACTIVE ETF TR 0.2%
Value ($000) $1,711 Shares 38,921 Est. Cost $38.94 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,699 Shares 823 Est. Cost $70.96 Unrealized +38.0%
UNP UNION PAC CORP 0.2%
Value ($000) $1,692 Shares 7,678 Est. Cost $87.92 Unrealized +113.9%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,460 Shares 6,040 Est. Cost $162.10 Unrealized +26.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,337 Shares 7,247 Est. Cost $130.67 Unrealized +37.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,294 Shares 9,741 Est. Cost $121.33 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $1,281 Shares 10,209 Est. Cost $115.45 Unrealized
TFX TELEFLEX INCORPORATED 0.1%
Value ($000) $1,251 Shares 3,012 Est. Cost $169.51 Unrealized +128.8%
BOND PIMCO ETF TR 0.1%
Value ($000) $1,251 Shares 11,425 Est. Cost $105.86 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $1,238 Shares 3,748 Est. Cost $267.23 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $1,204 Shares 14,425 Est. Cost $52.87 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,202 Shares 14,736 Est. Cost $66.06 Unrealized -1.7%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,197 Shares 6,462 Est. Cost $98.41 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,148 Shares 7,633 Est. Cost $133.15 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,127 Shares 20,189 Est. Cost $48.55 Unrealized -10.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,106 Shares 5,918 Est. Cost $145.78 Unrealized +27.6%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $1,085 Shares 4,430 Est. Cost $128.52 Unrealized +46.8%
BA BOEING CO 0.1%
Value ($000) $1,068 Shares 4,194 Est. Cost $149.54 Unrealized +48.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,049 Shares 5,550 Est. Cost $99.52 Unrealized +52.1%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $1,020 Shares 11,784 Est. Cost $68.13 Unrealized +3.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $963 Shares 5,110 Est. Cost $135.30 Unrealized +15.8%
T AT&T INC 0.1%
Value ($000) $956 Shares 31,578 Est. Cost $16.21 Unrealized -0.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $883 Shares 15,191 Est. Cost $40.65 Unrealized +3.9%
DE DEERE & CO 0.1%
Value ($000) $869 Shares 2,322 Est. Cost $179.78 Unrealized +71.0%
META FACEBOOK INC 0.1%
Value ($000) $853 Shares 2,895 Est. Cost $196.16 Unrealized +36.3%
MMM 3M CO 0.1%
Value ($000) $852 Shares 4,421 Est. Cost $109.24 Unrealized +14.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $850 Shares 3,023 Est. Cost $164.54 Unrealized +46.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $848 Shares 11,211 Est. Cost $59.45 Unrealized +15.7%
MRK MERCK & CO. INC 0.1%
Value ($000) $817 Shares 10,603 Est. Cost $63.93 Unrealized -1.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $810 Shares 3,612 Est. Cost $182.93 Unrealized +4.6%
TSLA TESLA INC 0.1%
Value ($000) $799 Shares 1,196 Est. Cost $106.06 Unrealized +136.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $789 Shares 5,921 Est. Cost $100.45 Unrealized -2.4%
ISCV ISHARES TR 0.1%
Value ($000) $749 Shares 3,272 Est. Cost $165.32 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $734 Shares 11,467 Est. Cost $34.64 Unrealized +56.2%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $725 Shares 7,888 Est. Cost $78.99 Unrealized
CATY CATHAY GEN BANCORP 0.1%
Value ($000) $714 Shares 17,516 Est. Cost $27.99 Unrealized +17.5%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $687 Shares 8,354 Est. Cost $79.99 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $682 Shares 10,304 Est. Cost $42.53 Unrealized +46.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $641 Shares 2,639 Est. Cost $168.73 Unrealized +49.3%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $638 Shares 2,695 Est. Cost $161.02 Unrealized +37.1%
DBX DROPBOX INC 0.1%
Value ($000) $622 Shares 23,342 Est. Cost $21.71 Unrealized +10.8%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $616 Shares 11,175 Est. Cost $47.28 Unrealized +12.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $614 Shares 5,260 Est. Cost $106.40 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $591 Shares 3,253 Est. Cost $142.88 Unrealized +2.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $584 Shares 1,656 Est. Cost $293.79 Unrealized +12.2%
HUBB HUBBELL INC 0.1%
Value ($000) $566 Shares 3,027 Est. Cost $87.18 Unrealized +82.9%
CSX CSX CORP 0.1%
Value ($000) $552 Shares 5,729 Est. Cost $13.51 Unrealized +111.4%
NKE NIKE INC 0.0%
Value ($000) $527 Shares 3,966 Est. Cost $102.14 Unrealized +26.9%
MORT VANECK VECTORS ETF TR 0.0%
Value ($000) $526 Shares 25,452 Est. Cost $14.07 Unrealized
HEALTHCARE TR AMER INC 0.0%
Value ($000) $517 Shares 18,734 Est. Cost $27.60 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $514 Shares 9,744 Est. Cost $39.03 Unrealized +11.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $505 Shares 38,447 Est. Cost $17.99 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $482 Shares 13,300 Est. Cost $26.47 Unrealized +5.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $481 Shares 1,016 Est. Cost $336.15 Unrealized +44.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $462 Shares 13,568 Est. Cost $25.08 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $456 Shares 7,342 Est. Cost $43.54 Unrealized +14.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $447 Shares 606 Est. Cost $209.27 Unrealized +9.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $444 Shares 5,907 Est. Cost $45.77 Unrealized +36.1%
PEP PEPSICO INC 0.0%
Value ($000) $438 Shares 3,093 Est. Cost $101.52 Unrealized +16.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $432 Shares 4,840 Est. Cost $65.59 Unrealized +22.3%
VEEV VEEVA SYS INC 0.0%
Value ($000) $419 Shares 1,605 Est. Cost $221.35 Unrealized +25.9%
CRM SALESFORCE COM INC 0.0%
Value ($000) $411 Shares 1,940 Est. Cost $216.63 Unrealized +1.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $402 Shares 3,029 Est. Cost $71.49 Unrealized +81.5%
ABT ABBOTT LABS 0.0%
Value ($000) $401 Shares 3,350 Est. Cost $92.34 Unrealized +17.6%
LOW LOWES COS INC 0.0%
Value ($000) $400 Shares 2,102 Est. Cost $139.87 Unrealized +12.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $390 Shares 3,719 Est. Cost $73.36 Unrealized +8.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $383 Shares 1,388 Est. Cost $212.28 Unrealized +13.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $377 Shares 2,965 Est. Cost $70.69 Unrealized +69.3%
GABELLI EQUITY TR INC 0.0%
Value ($000) $377 Shares 55,250 Est. Cost $5.09 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $371 Shares 5,842 Est. Cost $45.09 Unrealized +2.5%
HYS PIMCO ETF TR 0.0%
Value ($000) $367 Shares 3,699 Est. Cost $100.39 Unrealized
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $356 Shares 54,973 Est. Cost $5.73 Unrealized
WASH WASHINGTON TR BANCORP 0.0%
Value ($000) $342 Shares 6,615 Est. Cost $35.21 Unrealized +0.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $337 Shares 1,839 Est. Cost $126.78 Unrealized +20.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $337 Shares 3,426 Est. Cost $76.92 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $334 Shares 29,579 Est. Cost $10.11 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $327 Shares 4,147 Est. Cost $59.69 Unrealized +17.2%
EXC EXELON CORP 0.0%
Value ($000) $325 Shares 7,435 Est. Cost $27.78 Unrealized -9.1%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $321 Shares 3,678 Est. Cost $83.45 Unrealized -5.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $314 Shares 2,874 Est. Cost $71.91 Unrealized +30.7%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $302 Shares 490 Est. Cost $515.18 Unrealized +21.3%
DEW WISDOMTREE TR 0.0%
Value ($000) $296 Shares 6,315 Est. Cost $46.35 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $290 Shares 5,602 Est. Cost $29.74 Unrealized +36.6%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $286 Shares 1,421 Est. Cost $168.42 Unrealized +13.3%
ABBV ABBVIE INC 0.0%
Value ($000) $279 Shares 2,580 Est. Cost $76.31 Unrealized +16.5%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $275 Shares 2,090 Est. Cost $108.56 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $274 Shares 1,787 Est. Cost $135.98 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $270 Shares 3,032 Est. Cost $74.56 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $269 Shares 1,708 Est. Cost $146.79 Unrealized +3.3%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $268 Shares 3,460 Est. Cost $72.74 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $265 Shares 1,065 Est. Cost $151.27 Unrealized +35.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $262 Shares 1,293 Est. Cost $169.70 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $260 Shares 737 Est. Cost $297.25 Unrealized +7.5%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $260 Shares 14,529 Est. Cost $15.06 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $260 Shares 678 Est. Cost $407.75 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $258 Shares 3,079 Est. Cost $84.54 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $254 Shares 4,029 Est. Cost $51.03 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $253 Shares 1,427 Est. Cost $29.45 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $251 Shares 777 Est. Cost $297.87 Unrealized -6.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $247 Shares 106 Est. Cost $2185.19 Unrealized 0.0%
CEVA CEVA INC 0.0%
Value ($000) $243 Shares 4,322 Est. Cost $59.48 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $241 Shares 1,215 Est. Cost $163.21 Unrealized 0.0%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $237 Shares 13,038 Est. Cost $16.58 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $234 Shares 2,598 Est. Cost $66.82 Unrealized +16.5%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $233 Shares 1,399 Est. Cost $159.91 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $232 Shares 444 Est. Cost $49.77 Unrealized +6.6%
FDX FEDEX CORP 0.0%
Value ($000) $230 Shares 810 Est. Cost $180.94 Unrealized +29.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $229 Shares 1,055 Est. Cost $163.73 Unrealized +7.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $227 Shares 741 Est. Cost $332.98 Unrealized -1.4%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $226 Shares 7,808 Est. Cost $27.66 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $221 Shares 2,844 Est. Cost $72.23 Unrealized 0.0%
HEI HEICO CORP NEW 0.0%
Value ($000) $220 Shares 1,745 Est. Cost $122.00 Unrealized +5.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $220 Shares 4,070 Est. Cost $37.62 Unrealized +22.7%
SEAGEN INC 0.0%
Value ($000) $219 Shares 1,580 Est. Cost $175.32 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $216 Shares 814 Est. Cost $234.60 Unrealized 0.0%
AME AMETEK INC 0.0%
Value ($000) $215 Shares 1,684 Est. Cost $116.89 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $213 Shares 394 Est. Cost $449.62 Unrealized +22.9%
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $213 Shares 2,655 Est. Cost $21.54 Unrealized +239.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $211 Shares 443 Est. Cost $465.18 Unrealized +0.5%
POOL POOL CORP 0.0%
Value ($000) $211 Shares 611 Est. Cost $290.97 Unrealized +13.0%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $207 Shares 27,184 Est. Cost $6.10 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $207 Shares 607 Est. Cost $72.90 Unrealized +11.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $205 Shares 4,013 Est. Cost $30.41 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $200 Shares 1,099 Est. Cost $128.72 Unrealized +80.2%
NUVEEN REAL ASSET INCOME & G 0.0%
Value ($000) $185 Shares 12,597 Est. Cost $12.07 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $78 Shares 15,300 Est. Cost $4.90 Unrealized