Clarity Wealth Advisors, LLC Closed Holding Positions

Clarity Wealth Advisors, LLC

  • $341 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
1,264
$117.57 - $166.39 $149K - $210K
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on May 02, 2022
831
$170.79 - $256.31 $142K - $213K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Jan 25, 2022
113,649
$84.47 - $85.89 $9.6M - $9.76M
Varian Med Sys Inc Com
Q2 2021 Filed on Aug 12, 2021
16,138
N/A
FATE
Fate Therapeutics Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
2,243
$72.16 - $117.4 $162K - $263K
TXN
Texas Instruments Inc

Technology
Q1 2021 Filed on Apr 28, 2021
1,638
$162.11 - $188.99 $266K - $310K
XT
Ishares Tr Exponential Technol

ETFs
Q4 2020 Filed on Feb 04, 2021
4,451
$47.8 - $57.26 $213K - $255K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q3 2020 Filed on Oct 13, 2020
10,825
$100.38 - $113.96 $1.09M - $1.23M
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 13, 2020
2,302
$26.0 - $30.01 $59.9K - $69.1K
VT
Vanguard Total World Stk Index

ETFs
Q3 2020 Filed on Oct 13, 2020
25,321
$75.3 - $85.07 $1.91M - $2.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2020 Filed on Aug 04, 2020
2,135
$94.52 - $125.14 $202K - $267K
UPS
United Parcel Service Inc

Industrials
Q2 2020 Filed on Aug 04, 2020
2,942
$90.0 - $111.18 $265K - $327K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2020 Filed on Apr 29, 2020
18,571
$37.71 - $57.78 $700K - $1.07M
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,421
$99.9 - $169.53 $142K - $241K
IXUS
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
3,434
$40.8 - $63.03 $140K - $216K
ENPH
Enphase Energy, Inc.

Technology
Q1 2020 Filed on Apr 29, 2020
9,171
$23.99 - $59.09 $220K - $542K
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