Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Verizon Commns In
Q3 2019 Filed on Nov 12, 2019
28
N/A
Visa Inc
Q3 2019 Filed on Nov 12, 2019
3
N/A
Celgene Corp
Q3 2019 Filed on Nov 12, 2019
2
N/A
Zoetis Inc Cl A
Q3 2019 Filed on Nov 12, 2019
47
N/A
Raytheon CO New
Q3 2019 Filed on Nov 12, 2019
37
N/A
Pfizer Inc
Q3 2019 Filed on Nov 12, 2019
50
N/A
Jpmorgan Chase&Co
Q3 2019 Filed on Nov 12, 2019
104
N/A
Intel Corp
Q3 2019 Filed on Nov 12, 2019
16
N/A
Comcast Corp Cl A
Q3 2019 Filed on Nov 12, 2019
5
N/A
Illumina Inc
Q3 2019 Filed on Nov 12, 2019
7
N/A
Gw Pharmaceutical
Q3 2019 Filed on Nov 12, 2019
31
N/A
Grainger W W Inc
Q3 2019 Filed on Nov 12, 2019
5
N/A
General Electric
Q3 2019 Filed on Nov 12, 2019
31
N/A
Fiserv Inc
Q3 2019 Filed on Nov 12, 2019
60
N/A
Enterprise Produc
Q3 2019 Filed on Nov 12, 2019
20
N/A
Edwards Lifescien
Q3 2019 Filed on Nov 12, 2019
31
N/A
Danaher Corp
Q3 2019 Filed on Nov 12, 2019
57
N/A
Conocophillips
Q3 2019 Filed on Nov 12, 2019
9
N/A
Crown Castle Intl
Q3 2019 Filed on Nov 12, 2019
1
N/A
Corning Inc
Q3 2019 Filed on Nov 12, 2019
5
N/A
Kinder Morgan Inc
Q3 2019 Filed on Nov 12, 2019
13
N/A
Lamar Advertisin
Q3 2019 Filed on Nov 12, 2019
2
N/A
Paycom Software I
Q3 2019 Filed on Nov 12, 2019
27
N/A
Park Hotels &
Q3 2019 Filed on Nov 12, 2019
7
N/A
Palo Alto Network
Q3 2019 Filed on Nov 12, 2019
13
N/A
Oneok Inc New
Q3 2019 Filed on Nov 12, 2019
7
N/A
Nvidia Corp
Q3 2019 Filed on Nov 12, 2019
37
N/A
Nextera Energy In
Q3 2019 Filed on Nov 12, 2019
1
N/A
Coca Cola Europe
Q3 2019 Filed on Nov 12, 2019
3
N/A
Microsoft Corp
Q3 2019 Filed on Nov 12, 2019
342
N/A
Metlife Inc
Q3 2019 Filed on Nov 12, 2019
11
N/A
Merck & CO
Q3 2019 Filed on Nov 12, 2019
10
N/A
Medical Properti
Q3 2019 Filed on Nov 12, 2019
12
N/A
Mastercard Inc
Q3 2019 Filed on Nov 12, 2019
18
N/A
Home Depot Inc
Q3 2019 Filed on Nov 12, 2019
1
N/A
Magellan Midstrea
Q3 2019 Filed on Nov 12, 2019
4
N/A
Lockheed Martin C
Q3 2019 Filed on Nov 12, 2019
1
N/A
Nasdaq Omx Group
Q3 2019 Filed on Nov 12, 2019
54
N/A
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q3 2019 Filed on Nov 12, 2019
46
$32.03 - $33.35 $1.47K - $1.53K
ESS
Essex Property Trust, Inc.

Real Estate
Q3 2019 Filed on Nov 12, 2019
498
$292.05 - $330.21 $145K - $164K
ECL
Ecolab Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
311
$192.11 - $208.57 $59.7K - $64.9K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,437
$23.2 - $24.8 $33.3K - $35.6K
DNP
Dnp Select Income Fund Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
700
$11.77 - $12.99 $8.24K - $9.09K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2019 Filed on Nov 12, 2019
585
$24.37 - $30.03 $14.3K - $17.6K
Discovery Inc
Q3 2019 Filed on Nov 12, 2019
195
N/A
TPOR
Direxion Shs ETF Tr Daily Tran

ETFs
Q3 2019 Filed on Nov 12, 2019
1,835
$20.32 - $28.77 $37.3K - $52.8K
Direxion Daily
Q3 2019 Filed on Nov 12, 2019
575
N/A
COO
Cooper Companies, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
157
$294.25 - $341.49 $46.2K - $53.6K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q3 2019 Filed on Nov 12, 2019
62
$19.85 - $22.1 $1.23K - $1.37K
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