Better Money Decisions, LLC Closed Holding Positions

Better Money Decisions, LLC

  • $140 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DFAI
Dimensional ETF Tr

ETFs
Q2 2022 Filed on Aug 05, 2022
47,474
$23.87 - $28.49 $1.13M - $1.35M
TTD
Trade Desk, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
20
$66.03 - $111.64 $1.32K - $2.23K
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
94
$36.31 - $45.23 $3.41K - $4.25K
Inmed Pharmaceuticals Inc
Q4 2021 Filed on Feb 14, 2022
100
N/A
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Feb 14, 2022
152
$50.43 - $55.68 $7.67K - $8.46K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 14, 2022
8
$138.73 - $200.92 $1.11K - $1.61K
ALLE
Allegion PLC

Industrials
Q4 2021 Filed on Feb 14, 2022
150
$122.79 - $136.85 $18.4K - $20.5K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2021 Filed on Feb 14, 2022
5,924
$42.23 - $46.94 $250K - $278K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
5
$249.49 - $325.25 $1.25K - $1.63K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
1,070
N/A
EVTC
Evertec, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
88
$41.99 - $50.66 $3.7K - $4.46K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q4 2021 Filed on Feb 14, 2022
125
$133.85 - $150.71 $16.7K - $18.8K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2021 Filed on Feb 14, 2022
1,264
$50.4 - $51.06 $63.7K - $64.5K
WDAY
Workday, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
7
$249.68 - $300.9 $1.75K - $2.11K
FPI
Farmland Partners Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
430
$11.12 - $12.77 $4.78K - $5.49K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
533
$83.07 - $119.49 $44.3K - $63.7K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q4 2021 Filed on Feb 14, 2022
68
$84.53 - $113.64 $5.75K - $7.73K
Mgm Growth Pptys LLC
Q4 2021 Filed on Feb 14, 2022
143
N/A
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
Q4 2021 Filed on Feb 14, 2022
1,749
$60.24 - $65.59 $105K - $115K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Feb 14, 2022
749
$21.86 - $22.24 $16.4K - $16.7K
RACE
Ferrari N.V.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
40
$207.24 - $275.3 $8.29K - $11K
HLI
Houlihan Lokey, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
68
$93.45 - $118.96 $6.35K - $8.09K
RUN
Sunrun Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
55
$31.44 - $58.66 $1.73K - $3.23K
STOR
Store Capital Corp

Real Estate
Q4 2021 Filed on Feb 14, 2022
430
$32.16 - $35.11 $13.8K - $15.1K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
653
$29.05 - $33.34 $19K - $21.8K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 14, 2022
180
$58.39 - $78.64 $10.5K - $14.2K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 14, 2022
107
$117.89 - $161.28 $12.6K - $17.3K
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
17
$189.51 - $279.32 $3.22K - $4.75K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
83
$181.81 - $285.66 $15.1K - $23.7K
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
258
$32.47 - $76.09 $8.38K - $19.6K
CSTE
Caesarstone Ltd.

Industrials
Q4 2021 Filed on Feb 14, 2022
405
$10.45 - $13.5 $4.23K - $5.47K
Kraton Corp
Q4 2021 Filed on Feb 14, 2022
185
N/A
JBT
John Bean Technologies Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
22
$143.15 - $173.61 $3.15K - $3.82K
CDXC
Chroma Dex Corp.

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,744
$3.74 - $6.7 $6.52K - $11.7K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
164
$23.61 - $31.21 $3.87K - $5.12K
FFIN
First Financial Bankshares Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
87
$46.44 - $54.52 $4.04K - $4.74K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
849
$99.52 - $107.23 $84.5K - $91K
NBN
Northeast Bk Lewiston Me Com

Financial Services
Q4 2021 Filed on Feb 14, 2022
135
$32.2 - $37.06 $4.35K - $5K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q4 2021 Filed on Feb 14, 2022
72
$154.08 - $180.39 $11.1K - $13K
HROW
Harrow Health, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
876
$8.5 - $12.0 $7.45K - $10.5K
SFST
Southern First Bancshares Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
89
$52.73 - $64.73 $4.69K - $5.76K
SMED
Sharps Compliance Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
552
$6.76 - $8.47 $3.73K - $4.68K
NSSC
Napco Security Technologies, Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
295
$21.34 - $25.77 $6.3K - $7.6K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
28
$579.3 - $675.15 $16.2K - $18.9K
ROAD
Construction Partners, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
72
$28.73 - $42.15 $2.07K - $3.03K
AOSL
Alpha & Omega Semiconductor LTD

Technology
Q4 2021 Filed on Feb 14, 2022
354
$30.46 - $62.09 $10.8K - $22K
ENPH
Enphase Energy, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
6
$145.03 - $267.74 $870 - $1.61K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
2,008
$26.24 - $26.74 $52.7K - $53.7K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Feb 14, 2022
3,128
$74.33 - $77.96 $233K - $244K
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