Waller Financial Planning Group, Inc
CIK Number: 0001736079
396.79M
Market Value
67
# of Holdings
16 months
Avg. Holding Period
83.56%
Win Rate
-2.85%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr Ser Tr | 55.05 | +0.12% | 684.11K | +0.22% | 37.41M | 33.04 | 9.27% | |
| 2 | Spdr Ser Tr | 45.02 | -0.02% | 814.23K | +0.25% | 37.06M | 29.76 | 9.19% | |
| 3 | Spdr Index Shs ... | 34.47 | -0.19% | 898.92K | +0.20% | 33.76M | 28.88 | 8.37% | |
| 4 | Ishares Tr | 592.23 | +0.11% | 53.31K | +1.55% | 30.75M | 344.04 | 7.63% | |
| 5 | Invesco Exch Tr... | 54.56 | +0.31% | 536.94K | +3.07% | 28.45M | 48 | 7.05% |
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