Capital Advisors Wealth Management, LLC Closed Holding Positions

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VV
Vanguard Large Cap ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
970
$167.29 - $210.78 $162K - $204K
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 04, 2022
1,508
$129.41 - $154.23 $195K - $233K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Aug 04, 2022
8,789
$14.87 - $30.55 $131K - $269K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Aug 04, 2022
1,678
$101.86 - $134.9 $171K - $226K
IDV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
7,061
$26.84 - $32.0 $190K - $226K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Aug 04, 2022
158,727
$49.95 - $54.8 $7.93M - $8.7M
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Aug 04, 2022
4,856
$73.54 - $90.55 $357K - $440K
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Aug 04, 2022
5,255
$85.56 - $102.18 $450K - $537K
VGSH
Vanguard

ETFs
Q1 2022 Filed on May 09, 2022
4,990
$59.19 - $60.79 $295K - $303K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
1,672
$93.61 - $194.94 $157K - $326K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on May 09, 2022
3,651
$118.44 - $131.22 $432K - $479K
KCE
Spdr S&P Capital Markets ETF

ETFs
Q1 2022 Filed on May 09, 2022
29,902
$84.12 - $104.62 $2.52M - $3.13M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 04, 2022
3,917
$91.87 - $125.12 $360K - $490K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q4 2021 Filed on Feb 04, 2022
10,722
$54.88 - $70.38 $588K - $755K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q3 2021 Filed on Nov 12, 2021
18,305
$29.29 - $40.9 $536K - $749K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,032
$145.08 - $221.87 $150K - $229K
KBE
Spdr S&P Bank ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
5,397
$49.93 - $55.46 $269K - $299K
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