Financial Advisors, LLC Closed Holding Positions

Financial Advisors, LLC

  • $524 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
2,883
$63.31 - $89.84 $183K - $259K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2022 Filed on Aug 12, 2022
8,968
$69.6 - $87.62 $624K - $786K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 12, 2022
6,071
$31.92 - $38.05 $194K - $231K
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,199
$133.06 - $190.3 $160K - $228K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2022 Filed on Aug 12, 2022
10,634
$23.43 - $28.02 $249K - $298K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on May 12, 2022
1,261
$138.32 - $195.42 $174K - $246K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 12, 2022
10,150
$51.44 - $54.88 $522K - $557K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 11, 2022
2,721
$58.39 - $78.64 $159K - $214K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
875
$179.32 - $271.7 $157K - $238K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
3,666
$47.71 - $57.4 $175K - $210K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
20,129
N/A
MDT
Medtronic PLC

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,618
$122.75 - $135.17 $199K - $219K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Aug 13, 2021
1,840
$99.48 - $130.88 $183K - $241K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
488
$441.0 - $508.24 $215K - $248K
Boston Private Finl Hldgs In
Q1 2021 Filed on Apr 16, 2021
21,000
N/A
B
Barnes Group Inc

Industrials
Q1 2021 Filed on Apr 16, 2021
3,980
$48.07 - $57.54 $191K - $229K
ORCL
Oracle Corp

Technology
Q1 2021 Filed on Apr 16, 2021
5,182
$60.36 - $72.64 $313K - $376K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
831
$207.01 - $276.09 $172K - $229K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2020 Filed on Feb 12, 2021
8,474
$51.33 - $51.65 $435K - $438K
FLGT
Fulgent Genetics, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
15,000
$31.01 - $52.1 $465K - $782K
Raytheon Technologies Corp
Q3 2020 Filed on Nov 13, 2020
5,804
N/A
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q3 2020 Filed on Nov 13, 2020
36,162
$50.52 - $50.59 $1.83M - $1.83M
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
4,107
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
3,824
$54.35 - $56.24 $208K - $215K
IXUS
Ishares Tr

ETFs
Q2 2019 Filed on Jul 31, 2019
380,710
$56.4 - $59.92 $21.5M - $22.8M
Dowdupont Inc
Q2 2019 Filed on Jul 31, 2019
4,238
N/A
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