Lowe Wealth Advisors, LLC
CIK Number: 0001574010
234.65M
Market Value
299
# of Holdings
18 months
Avg. Holding Period
76.13%
Win Rate
9.65%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Spdr S&P 500 Et... | 581.65 | +0.04% | 132.01K | -1.06% | 75.74M | 211.25 | 32.63% | |
2 | Invesco Qqq Tru... | 504.40 | -0.23% | 47.21K | -4.80% | 23.04M | 174.43 | 9.93% | |
3 | Ishares Tr Msci... | 88.56 | +0.45% | 231.92K | +0.09% | 21.18M | 40.93 | 9.12% | |
4 | Vanguard Short-... | 77.78 | +0.11% | 155.32K | +3.93% | 12.34M | 80.2 | 5.31% | |
5 | Jpmorgan Ultra-... | 50.44 | +0.01% | 199.29K | -1.84% | 10.11M | 50.53 | 4.36% |
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