Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Nuveen Nj
Q3 2019 Filed on Nov 12, 2019
830
N/A
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,095
$9.48 - $9.85 $10.4K - $10.8K
NOK
Nokia Corp

Technology
Q3 2019 Filed on Nov 12, 2019
3
$4.87 - $5.72 $14.6 - $17.2
NI
Nisource Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
4,621
$27.63 - $30.56 $128K - $141K
NM
Navios Maritime Holdings Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
134
$4.29 - $7.81 $575 - $1.05K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q3 2019 Filed on Nov 12, 2019
200
$17.09 - $18.58 $3.42K - $3.72K
LILA
Liberty Latin America Ltd.

Communication Services
Q3 2019 Filed on Nov 12, 2019
200
$14.34 - $17.62 $2.87K - $3.52K
LBTYK
Liberty Global PLC

Communication Services
Q3 2019 Filed on Nov 12, 2019
585
$23.79 - $27.51 $13.9K - $16.1K
LBTYA
Liberty Global PLC

Communication Services
Q3 2019 Filed on Nov 12, 2019
395
$24.67 - $28.39 $9.74K - $11.2K
Liberty Expedia
Q3 2019 Filed on Nov 12, 2019
100
N/A
HSIC
Henry Schein Inc

Healthcare
Q3 2019 Filed on Nov 12, 2019
576
$59.46 - $71.35 $34.2K - $41.1K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2019 Filed on Nov 12, 2019
270
$39.44 - $41.95 $10.6K - $11.3K
ILMN
Illumina, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
4,807
$266.84 - $378.23 $1.28M - $1.82M
IYJ
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
35
$75.18 - $80.81 $2.63K - $2.83K
Invesco S&P
Q3 2019 Filed on Nov 12, 2019
14
N/A
Aphria Inc
Q3 2019 Filed on Nov 12, 2019
163
N/A
Columbia Property
Q3 2019 Filed on Nov 12, 2019
325
N/A
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,118
$13.64 - $15.42 $28.9K - $32.7K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
925
$71.58 - $80.28 $66.2K - $74.3K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
1,100
$44.22 - $52.68 $48.6K - $57.9K
Aurora Cannabis
Q3 2019 Filed on Nov 12, 2019
1,230
N/A
AWK
American Water Works Company, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
482
$113.86 - $129.5 $54.9K - $62.4K
LNT
Alliant Energy Corp

Utilities
Q3 2019 Filed on Nov 12, 2019
2,096
$48.99 - $54.26 $103K - $114K
SHV
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
859
$110.45 - $110.67 $94.9K - $95.1K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2019 Filed on Nov 12, 2019
1,519
$8.19 - $9.67 $12.4K - $14.7K
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Nov 12, 2019
3,436
$27.28 - $30.61 $93.7K - $105K
Buckeye Partners
Q3 2019 Filed on Nov 12, 2019
16
N/A
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q3 2019 Filed on Nov 12, 2019
875
$8.96 - $9.51 $7.84K - $8.32K
Blackrock Muniholdings
Q3 2019 Filed on Nov 12, 2019
1,883
N/A
BALL
Ball Corp

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
867
$68.51 - $80.78 $59.4K - $70K
ANSS
Ansys Inc

Technology
Q3 2019 Filed on Nov 12, 2019
192
$190.15 - $221.36 $36.5K - $42.5K
COO
Cooper Companies, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
157
$294.25 - $341.49 $46.2K - $53.6K
American Intl
Q3 2019 Filed on Nov 12, 2019
14
N/A
Direxion Daily
Q3 2019 Filed on Nov 12, 2019
575
N/A
MCO
Moodys Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
215
$197.58 - $220.54 $42.5K - $47.4K
GLW
Corning Inc

Technology
Q3 2019 Filed on Nov 12, 2019
96,053
$27.07 - $34.12 $2.6M - $3.28M
SH
Proshares Short S&P500 New (De

ETFs
Q3 2019 Filed on Nov 12, 2019
158,946
$25.95 - $26.32 $4.12M - $4.18M
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
ALK
Alaska Air Group, Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
1,409
$57.93 - $65.87 $81.6K - $92.8K
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
PK
Park Hotels & Resorts Inc.

Real Estate
Q3 2019 Filed on Nov 12, 2019
77,089
$23.19 - $27.89 $1.79M - $2.15M
Gw Pharmaceuticals
Q3 2019 Filed on Nov 12, 2019
11,896
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 30, 2019
47,382
N/A
Apartment Investment
Q1 2019 Filed on May 01, 2019
30,621
N/A
GEO
Geo Group Inc

Real Estate
Q1 2019 Filed on May 01, 2019
53,285
$18.34 - $23.65 $977K - $1.26M
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