News + Filings Holdings
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Concert Wealth Management Inc.
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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 |
SCHWAB STRATEGIC TRUST
| SCHB | Common | 27,578 | -23,795 | 1,678,000 | -1,319,000 | 6.80 | |
Hist
| 09/30/2017 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 12,401 | -10,243 | 1,361,000 | -1,124,000 | 5.51 | |
Hist
| 09/30/2017 |
VANGUARD INDEX FUNDS
| VTI | Common | 30,009 | -6,515 | 3,887,000 | -660,000 | 15.74 | |
Hist
| 09/30/2017 |
iSHARES TRUST
| SHV | Common | 16,244 | -3,852 | 1,795,000 | -430,000 | 7.27 | |
Hist
| 09/30/2017 |
AT&T CORP
| T | Common | 11,675 | -11,397 | 458,000 | -415,000 | 1.86 | |
Hist
| 09/30/2017 |
VANGUARD INDEX FUNDS
| VTV | Common | 10,849 | -3,429 | 1,082,000 | -295,000 | 4.38 | |
Hist
| 09/30/2017 |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 16,385 | -9,929 | 551,000 | -286,000 | 2.23 | |
Hist
| 09/30/2017 |
abrdn Gold ETF Trust
| SGOL | STOCK | 11,991 | -2,258 | 1,486,000 | -230,000 | 6.02 | 0.14 |
Hist
| 09/30/2017 |
SCHWAB STRATEGIC TRUST
| SCHE | Common | 12,608 | -10,190 | 340,000 | -219,000 | 1.38 | |
Hist
| 09/30/2017 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 31,574 | -5,386 | 1,664,000 | -190,000 | 6.74 | |
Hist
| 09/30/2017 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 10,150 | -1,990 | 753,000 | -99,000 | 3.05 | |
Hist
| 09/30/2017 |
SJNK
| SJNK | COMMON STOCK | 10,392 | -2,414 | 287,000 | -67,000 | 1.16 | |
Hist
| 09/30/2017 |
Invesco DB Commodity Index Tracking Fund
| DBC | Common | 34,894 | -5,862 | 533,000 | -56,000 | 2.16 | |
Hist
| 09/30/2017 |
SPDR SERIES TRUST
| BWX | Common | 23,448 | -1,950 | 659,000 | -41,000 | 2.67 | |
Hist
| 09/30/2017 |
IndexIQ ETF Trust
| QAI | Common | 11,385 | -292 | 338,000 | -4,000 | 1.37 | |
Hist
| 09/30/2017 |
iSHARES TRUST
| BKF | Common | 18,239 | -223 | 786,000 | 97,000 | 3.18 | |
Hist
| 09/30/2017 |
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