Better Money Decisions, LLC Closed Holding Positions

Better Money Decisions, LLC

  • $140 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CLXT
Calyxt, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
432
$2.06 - $4.05 $890 - $1.75K
SAFE
Safehold Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
321
$69.09 - $79.85 $22.2K - $25.6K
VERI
Veritone, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
357
$19.97 - $34.08 $7.13K - $12.2K
IR
Ingersoll Rand Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
87
$49.89 - $61.87 $4.34K - $5.38K
CVNA
Carvana Co.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
24
$204.12 - $303.18 $4.9K - $7.28K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
313
$44.42 - $77.34 $13.9K - $24.2K
GH
Guardant Health, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
16
$88.71 - $120.43 $1.42K - $1.93K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
25
$225.82 - $368.51 $5.65K - $9.21K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
253
$199.42 - $227.75 $50.5K - $57.6K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 14, 2022
150
$53.63 - $62.52 $8.04K - $9.38K
RADI
Radius Global Infrastructure, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
544
$15.8 - $18.72 $8.6K - $10.2K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
217
$18.52 - $22.38 $4.02K - $4.86K
PINE
Alpine Income Property Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
305
$17.36 - $20.47 $5.29K - $6.24K
NET
Cloudflare, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
29
$114.98 - $217.25 $3.33K - $6.3K
TXG
10x Genomics, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
15
$135.05 - $182.59 $2.03K - $2.74K
DT
Dynatrace, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
175
$56.46 - $78.76 $9.88K - $13.8K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
25
$51.76 - $79.62 $1.29K - $1.99K
PSTL
Postal Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
609
$17.32 - $20.21 $10.5K - $12.3K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 14, 2022
90
$35.73 - $48.36 $3.22K - $4.35K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
357
$52.76 - $60.06 $18.8K - $21.4K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
697
$35.11 - $39.58 $24.5K - $27.6K
BXP
Boston Properties Inc

Real Estate
Q4 2021 Filed on Feb 14, 2022
85
$105.3 - $120.66 $8.95K - $10.3K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
89
$188.5 - $221.29 $16.8K - $19.7K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
5
$304.25 - $370.2 $1.52K - $1.85K
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2021 Filed on Feb 14, 2022
12
$74.34 - $89.59 $892 - $1.08K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
24
$202.02 - $244.73 $4.85K - $5.87K
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
45
$81.06 - $96.04 $3.65K - $4.32K
PLUS
Eplus Inc

Technology
Q4 2021 Filed on Feb 14, 2022
90
$49.55 - $64.03 $4.46K - $5.76K
Spx Corp
Q4 2021 Filed on Feb 14, 2022
146
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
16
$255.99 - $314.27 $4.1K - $5.03K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
15
$347.28 - $421.83 $5.21K - $6.33K
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1,416
$16.38 - $26.09 $23.2K - $36.9K
ATSG
Air Transport Services Group, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
330
$23.84 - $29.45 $7.87K - $9.72K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
2
$223.92 - $287.77 $448 - $576
SNA
Snap On Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
26
$202.03 - $228.02 $5.25K - $5.93K
CTS
Cts Corp

Technology
Q4 2021 Filed on Feb 14, 2022
169
$30.22 - $38.18 $5.11K - $6.45K
FAST
Fastenal CO

Industrials
Q4 2021 Filed on Feb 14, 2022
86
$51.3 - $64.42 $4.41K - $5.54K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Feb 14, 2022
379
$41.59 - $49.44 $15.8K - $18.7K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
3
$543.48 - $670.97 $1.63K - $2.01K
LENB
Lennar Corporation Cl B
Q4 2021 Filed on Feb 14, 2022
5
N/A
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
52
$87.48 - $96.88 $4.55K - $5.04K
NDSN
Nordson Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
16
$236.96 - $270.67 $3.79K - $4.33K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q4 2021 Filed on Feb 14, 2022
24
$69.74 - $82.99 $1.67K - $1.99K
APH
Amphenol Corp

Technology
Q4 2021 Filed on Feb 14, 2022
42
$73.54 - $87.94 $3.09K - $3.69K
CMTL
Comtech Telecommunications Corp

Technology
Q4 2021 Filed on Feb 14, 2022
297
$20.78 - $27.46 $6.17K - $8.16K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
101
$122.0 - $138.86 $12.3K - $14K
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Feb 14, 2022
18
$230.08 - $250.94 $4.14K - $4.52K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2021 Filed on Feb 14, 2022
12
$147.96 - $174.24 $1.78K - $2.09K
PLD
Prologis, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
178
$126.43 - $168.36 $22.5K - $30K
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