Choice Wealth Advisors, LLC Closed Holding Positions

Choice Wealth Advisors, LLC

  • $197 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2022 Filed on Aug 09, 2022
6,114
$40.36 - $48.23 $247K - $295K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Aug 09, 2022
23,030
$43.35 - $54.51 $998K - $1.26M
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Aug 09, 2022
29,123
$122.23 - $195.51 $3.56M - $5.69M
IDXX
Idexx Laboratories Inc

Healthcare
Q2 2022 Filed on Aug 09, 2022
660
$327.37 - $553.44 $216K - $365K
Prospect Cap Corp
Q2 2022 Filed on Aug 09, 2022
11,000
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2022 Filed on Apr 12, 2022
9,228
$81.07 - $115.44 $748K - $1.07M
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2022 Filed on Apr 12, 2022
5,439
$53.48 - $60.03 $291K - $327K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
575
$225.82 - $368.51 $130K - $212K
FMF
First Trust Managed Futures St

ETFs
Q4 2021 Filed on Feb 14, 2022
25,979
$45.31 - $48.62 $1.18M - $1.26M
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
25,383
$19.92 - $23.13 $506K - $587K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,718
$106.72 - $126.76 $183K - $218K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2021 Filed on Oct 13, 2021
1,796
$109.72 - $129.16 $197K - $232K
FEM
First Trust Emerging Markets A

ETFs
Q3 2021 Filed on Oct 13, 2021
9,288
$26.13 - $29.21 $243K - $271K
FDNI
First Tr ETF Ii Dow Jones

ETFs
Q2 2021 Filed on Jul 23, 2021
25,754
$40.46 - $47.65 $1.04M - $1.23M
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 23, 2021
27,806
N/A
HON
Honeywell International Inc

Industrials
Q1 2021 Filed on Apr 16, 2021
2,261
$195.37 - $218.88 $442K - $495K
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