Better Money Decisions, LLC Closed Holding Positions

Better Money Decisions, LLC

  • $140 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
185
$114.05 - $133.51 $21.1K - $24.7K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2021 Filed on Feb 14, 2022
101
$109.09 - $125.62 $11K - $12.7K
VNET
Vnet Group, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
88
$7.83 - $19.23 $689 - $1.69K
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
356
$94.51 - $100.99 $33.6K - $36K
Coresite Rlty Corp
Q4 2021 Filed on Feb 14, 2022
60
N/A
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
51
$128.22 - $169.06 $6.54K - $8.62K
TAL
Tal Education Group

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
31
$3.44 - $5.35 $107 - $166
PRI
Primerica, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
22
$143.1 - $177.14 $3.15K - $3.9K
VPG
Vishay Precision Group, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
300
$33.6 - $38.45 $10.1K - $11.5K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
175
$36.38 - $45.5 $6.37K - $7.96K
NEO
Neogenomics Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
96
$30.49 - $48.49 $2.93K - $4.66K
LESL
Leslie'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
172
$20.0 - $23.9 $3.44K - $4.11K
JXN
Jackson Financial Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
5
$26.03 - $41.83 $130 - $209
DVN
Devon Energy Corp

Energy
Q4 2021 Filed on Feb 14, 2022
234
$36.81 - $45.12 $8.61K - $10.6K
IEF
Ishares Barclays

ETFs
Q4 2021 Filed on Feb 14, 2022
75
$113.55 - $116.36 $8.52K - $8.73K
HPQ
Hp Inc

Technology
Q4 2021 Filed on Feb 14, 2022
316
$26.48 - $38.1 $8.37K - $12K
JTKWY
Just Eat Takeaway.Com N.V.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
128
$10.22 - $16.68 $1.31K - $2.14K
CLOU
Global X Fds Cloud Computing E

ETFs
Q4 2021 Filed on Feb 14, 2022
1,000
$26.26 - $32.14 $26.3K - $32.1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 14, 2022
279
$84.47 - $85.89 $23.6K - $24K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
200
$15.61 - $17.82 $3.12K - $3.56K
VOX
Vanguard Communication Service

ETFs
Q4 2021 Filed on Feb 14, 2022
300
$129.36 - $145.06 $38.8K - $43.5K
CTLP
Cantaloupe, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
261
$7.26 - $12.75 $1.89K - $3.33K
UGI
Ugi Corp

Utilities
Q4 2021 Filed on Feb 14, 2022
669
$41.25 - $45.91 $27.6K - $30.7K
NEM
Newmont Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
50
$53.27 - $62.02 $2.66K - $3.1K
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
5
$157.13 - $192.91 $786 - $965
EFV
Msci Eafe Value ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
277
$48.8 - $52.57 $13.5K - $14.6K
EFG
Msci Eafe Growth ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
130
$105.06 - $113.44 $13.7K - $14.7K
SUNL
Sunlight Financial Holdings Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
304
$3.47 - $6.2 $1.05K - $1.88K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q4 2021 Filed on Feb 14, 2022
254
$29.4 - $30.37 $7.47K - $7.71K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2021 Filed on Feb 14, 2022
90
$44.62 - $51.81 $4.02K - $4.66K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2021 Filed on Feb 14, 2022
316
$14.21 - $16.07 $4.49K - $5.08K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2021 Filed on Feb 14, 2022
44
$29.38 - $38.34 $1.29K - $1.69K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 14, 2022
65
$91.87 - $125.12 $5.97K - $8.13K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Feb 14, 2022
100
$73.83 - $89.84 $7.38K - $8.98K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 14, 2022
200
$62.83 - $68.98 $12.6K - $13.8K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
20
$85.49 - $98.01 $1.71K - $1.96K
VGSH
Vanguard

ETFs
Q4 2021 Filed on Feb 14, 2022
8,267
$60.79 - $61.43 $503K - $508K
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
77
$107.03 - $108.32 $8.24K - $8.34K
EXI
Ishares Global Industrials ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
50
$116.75 - $125.59 $5.84K - $6.28K
ICLR
Icon PLC

Healthcare
Q4 2021 Filed on Feb 14, 2022
33
$258.11 - $309.7 $8.52K - $10.2K
WFC
Wells Fargo & Company

Financial Services
Q4 2021 Filed on Feb 14, 2022
75
$45.31 - $52.0 $3.4K - $3.9K
GEN
Gen Digital Inc Com
Q4 2021 Filed on Feb 14, 2022
254
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
101
$76.42 - $90.18 $7.72K - $9.11K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
37
$135.09 - $284.11 $5K - $10.5K
YCBD
Cbd Md, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,164
$0.0 - $6.95 $0 - $8.09K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
396
$11.83 - $13.73 $4.68K - $5.44K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q4 2021 Filed on Feb 14, 2022
2,797
$27.14 - $27.83 $75.9K - $77.8K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
155
$29.12 - $36.98 $4.51K - $5.73K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
Q4 2021 Filed on Feb 14, 2022
490
$6.36 - $8.52 $3.12K - $4.17K
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