Lbmc Investment Advisors, LLC Closed Holding Positions

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Jul 07, 2022
7,015
$104.73 - $109.51 $735K - $768K
XEL
Xcel Energy Inc

Utilities
Q2 2022 Filed on Jul 07, 2022
2,949
$63.91 - $76.34 $188K - $225K
TER
Teradyne, Inc

Technology
Q2 2022 Filed on Jul 07, 2022
2,217
$86.95 - $118.94 $193K - $264K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2022 Filed on Jul 07, 2022
17,402
$45.84 - $53.69 $798K - $934K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q2 2022 Filed on Jul 07, 2022
11,373
$12.46 - $16.83 $142K - $191K
PLTR
Palantir Technologies Inc.

Technology
Q2 2022 Filed on Jul 07, 2022
19,020
$6.71 - $14.63 $128K - $278K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2022 Filed on Jul 07, 2022
62,917
$51.07 - $60.88 $3.21M - $3.83M
Tivity Health Inc Com
Q2 2022 Filed on Jul 07, 2022
17,990
N/A
DE
Deere & CO

Industrials
Q2 2022 Filed on Jul 07, 2022
504
$297.51 - $438.45 $150K - $221K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Jul 07, 2022
25,682
$66.73 - $79.1 $1.71M - $2.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on Apr 11, 2022
21,211
$51.44 - $54.88 $1.09M - $1.16M
NOW
Service Now, Inc.

Technology
Q1 2022 Filed on Apr 11, 2022
500
$484.42 - $630.14 $242K - $315K
PAYC
Paycom Software, Inc.

Technology
Q1 2022 Filed on Apr 11, 2022
503
$294.58 - $404.94 $148K - $204K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on Apr 11, 2022
1,000
$138.11 - $222.66 $138K - $223K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 11, 2022
9,028
$26.09 - $33.45 $236K - $302K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on Apr 11, 2022
2,409
$81.03 - $87.06 $195K - $210K
Xilinx Inc
Q1 2022 Filed on Apr 11, 2022
2,400
N/A
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on Apr 11, 2022
4,027
$44.97 - $51.68 $181K - $208K
OMI
Owens & Minor Inc

Healthcare
Q1 2022 Filed on Apr 11, 2022
39,960
$36.48 - $47.71 $1.46M - $1.91M
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2021 Filed on Mar 17, 2022
467,763
$50.36 - $50.49 $23.6M - $23.6M
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Mar 17, 2022
1,106
$219.19 - $250.48 $242K - $277K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 15, 2021
6,404
$47.36 - $53.86 $303K - $345K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
4,162
$65.08 - $84.84 $271K - $353K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q3 2021 Filed on Nov 15, 2021
3,983
$85.6 - $91.34 $341K - $364K
Orca Technologies Inc
Q3 2021 Filed on Nov 15, 2021
10,000
N/A
PHUN
Phunware, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
16,652
$0.82 - $1.34 $13.7K - $22.3K
RNG
Ring Central, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
1,500
$212.13 - $303.93 $318K - $456K
General Electric Company
Q3 2021 Filed on Nov 15, 2021
17,001
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2021 Filed on Aug 02, 2021
6,679
$31.06 - $33.61 $207K - $224K
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
4,185
$61.85 - $63.61 $259K - $266K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2021 Filed on Aug 02, 2021
4,233
$50.71 - $50.77 $215K - $215K
FBK
Fb Financial Corp

Financial Services
Q1 2021 Filed on Apr 20, 2021
17,490
$34.42 - $49.04 $602K - $858K
WM
Waste Management Inc

Industrials
Q1 2021 Filed on Apr 20, 2021
2,200
$109.92 - $130.34 $242K - $287K
SGRY
Surgery Partners, Inc.

Healthcare
Q3 2020 Filed on Oct 20, 2020
10,578
$11.18 - $23.75 $118K - $251K
AYX
Alteryx, Inc.

Technology
Q3 2020 Filed on Oct 20, 2020
1,500
$105.71 - $181.98 $159K - $273K
Franklin Finl Network
Q3 2020 Filed on Oct 20, 2020
18,118
N/A
United Technologies Corp
Q2 2020 Filed on Jul 14, 2020
2,503
N/A
CHCT
Community Healthcare Trust Inc

Real Estate
Q1 2020 Filed on Apr 21, 2020
5,001
$22.0 - $51.7 $110K - $259K
Tech Data Corp
Q1 2020 Filed on Apr 21, 2020
1,470
N/A
Royal Dutch Shell B Adrf
Q4 2019 Filed on Jan 22, 2020
5,000
N/A
Total Sys Svcs Inc
Q3 2019 Filed on Oct 24, 2019
3,143
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 18, 2019
10,964
N/A
ERF
Enerplus Corp

Energy
Q2 2019 Filed on Jul 18, 2019
14,491
$6.55 - $9.71 $94.9K - $141K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2019 Filed on Apr 26, 2019
6,269
$43.33 - $57.43 $272K - $360K
XLE
Energy Sector Spdr

ETFs
Q4 2018 Filed on Feb 01, 2019
2,796
N/A
Lifepoint Health Inc
Q4 2018 Filed on Feb 01, 2019
10,140
N/A
HTLD
Heartland Express Inc

Industrials
Q4 2018 Filed on Feb 01, 2019
22,923
$17.3 - $20.75 $397K - $476K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q3 2018 Filed on Nov 08, 2018
9,300
N/A
WY
Weyerhaeuser CO

Real Estate
Q3 2018 Filed on Nov 08, 2018
5,632
$32.27 - $37.27 $182K - $210K
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