Eisner Amper Wealth Management Corporate Benefits, LLC Closed Holding Positions

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2022 Filed on Oct 03, 2022
1,861
$113.35 - $121.3 $211K - $226K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2022 Filed on Oct 03, 2022
73,647
$25.36 - $28.61 $1.87M - $2.11M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2022 Filed on Oct 03, 2022
5,326
$39.82 - $42.66 $212K - $227K
MBB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 01, 2022
2,016
$94.4 - $101.46 $190K - $205K
SHV
Ishares Tr

ETFs
Q2 2022 Filed on Jul 01, 2022
7,929
$109.96 - $110.28 $872K - $874K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2022 Filed on Jul 01, 2022
5,092
$37.03 - $44.95 $189K - $229K
Spdr Gold Minishares Trust
Q1 2022 Filed on Apr 01, 2022
206,834
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2022 Filed on Apr 01, 2022
2,823
$64.07 - $74.35 $181K - $210K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2021 Filed on Jan 03, 2022
46,367
$65.98 - $70.36 $3.06M - $3.26M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q4 2021 Filed on Jan 03, 2022
54,271
$33.96 - $36.63 $1.84M - $1.99M
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 01, 2021
6,887
$72.23 - $78.63 $497K - $542K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2021 Filed on Jul 01, 2021
3,907
$51.34 - $52.27 $201K - $204K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2021 Filed on Jul 01, 2021
15,799
$36.54 - $40.43 $577K - $639K
VUG
Vanguard Growth ETF

ETFs
Q2 2021 Filed on Jul 01, 2021
845
$257.69 - $287.23 $218K - $243K
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2021 Filed on Apr 01, 2021
1,504
$131.66 - $140.5 $198K - $211K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2021 Filed on Apr 01, 2021
7,387
$50.34 - $56.49 $372K - $417K
Ishares Comex Gold Trust
Q1 2021 Filed on Apr 01, 2021
15,336
N/A
Market Vectors Short Term Muni
Q4 2020 Filed on Jan 04, 2021
269,671
N/A
Power Shares Qqq
Q4 2020 Filed on Jan 04, 2021
895
N/A
Power Shares S&P Midcap 400 Pur
Q4 2020 Filed on Jan 04, 2021
12,178
N/A
Power Shares Dynamic Large Cap
Q4 2020 Filed on Jan 04, 2021
37,824
N/A
Spdr Barclays Capital High Yie
Q4 2020 Filed on Jan 04, 2021
54,292
N/A
Jp Morgan Diversified Alternati
Q2 2020 Filed on Jul 01, 2020
139,382
N/A
VV
Vanguard Large Cap ETF

ETFs
Q1 2020 Filed on Apr 01, 2020
4,633
$102.61 - $156.13 $475K - $723K
Market Vectors Intermediate Mu
Q1 2020 Filed on Apr 01, 2020
5,224
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2019 Filed on Jul 01, 2019
19,480
N/A
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2018 Filed on Jan 02, 2019
15,836
N/A
DGRO
Ishares Core Dividend Growth E

ETFs
Q3 2018 Filed on Oct 02, 2018
15,645
N/A
Track This Portfolio

Track Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio

Follow Eisner Amper Wealth Management Corporate Benefits, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eisner Amper Wealth Management Corporate Benefits, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eisner Amper Wealth Management Corporate Benefits, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email