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Total Clarity Wealth Management

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205303069
SEC advisor number
801-67755
FINRA CRD number
142728
AUM ?
$236.95M (as of 20 Oct 21)
Accounts
1,071 (as of 20 Oct 21)
Employees
22 (18 investment advisory or research)
Address
Total Clarity Wealth Management
525 TYLER ROAD
SUITE T
ST. CHARLES
IL 60174
Phone
630-762-9352

Investment data

Data from SEC filings
Top 50 of 974 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$4.49M 33.77K 33.21K +1.7
$4.32M 15.32K 15.49K -1.1
First TR Exch Traded FD III
$4.26M 75.09K 72.86K +3.1
$3.76M 26.57K 25.92K +2.5
$3.67M 77.26K 74.81K +3.3
$3.47M 12.66K 12.94K -2.2
First TR Mid Cap Core Alphad
$3.27M 33.5K 32.34K +3.6
$3.26M 19.47K NEW
$3.18M 96.71K 91.19K +6.1
$3.08M 41.15K 40.67K +1.2
$2.96M 38.09K 38.09K 0
$2.8M 1.05K 1.02K +2.9
$2.75M 47.82K 47.72K +0.2
$2.69M 45.48K 44.8K +1.5
$2.68M 6.24K 5.63K +10.8
$2.56M 46.89K 47.69K -1.7
First TR Morningstar Divid L
$2.5M 76.39K 76.39K 0
$2.38M 145.95K 145.1K +0.6
$2.36M 10.8K 10.82K -0.2
$2.33M 46.09K 43.99K +4.8
$2.33M 23.12K 21.6K +7.0
$2.28M 9.26K 7.84K +18.1
$2.24M 13.87K 12.98K +6.9
$1.88M 4.37K 4.46K -2.2
$1.77M 65.79K 70.64K -6.9
$1.76M 31.52K 31.37K +0.5
$1.72M 26.81K 26.43K +1.4
$1.7M 125.64K 123.8K +1.5
$1.68M 6.33K 6.11K +3.7
$1.67M 10.19K 9.9K +3.0
$1.66M 32.74K 34.94K -6.3
$1.54M 470 416 +13.0
$1.51M 30.13K 28.65K +5.2
$1.49M 13.54K 13.52K +0.1
$1.47M 25.34K 25.18K +0.6
$1.37M 5.8K 5.84K -0.6
$1.36M 38.3K 38.3K 0
$1.33M 3.33K 3.08K +8.0
$1.31M 24.16K 25.69K -6.0
$1.28M 3.58K 3.4K +5.2
$1.28M 24.26K 23.54K +3.0
$1.18M 4.07K 3.9K +4.4
$1.17M 15.57K 15.57K 0
Fidelity Merrimack STR TR
$1.16M 21.75K NEW
$1.13M 4.71K 4.48K +5.3
$1.12M 15.32K 11.23K +36.4
$1.11M 20.86K 22.92K -9.0
$1.07M 10.16K 10.59K -4.0
$1.06M 14.96K 15.49K -3.4
$1.04M 3.83K 3.83K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings