Lex Aurum Advisors, LLC Closed Holding Positions

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2021 Filed on Jan 24, 2022
1,738
$108.77 - $134.15 $189K - $233K
CNA
Cna Financial Corp

Financial Services
Q4 2021 Filed on Jan 24, 2022
18,743
$41.64 - $46.35 $780K - $869K
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 24, 2022
28,073
$28.81 - $33.74 $809K - $947K
RDVY
First Trust Rising Dividend Ac

ETFs
Q4 2021 Filed on Jan 24, 2022
50,063
$47.66 - $52.06 $2.39M - $2.61M
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Jan 24, 2022
96,012
$7.79 - $8.73 $748K - $838K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q4 2021 Filed on Jan 24, 2022
32,272
$97.5 - $107.11 $3.15M - $3.46M
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q4 2021 Filed on Jan 24, 2022
55,741
$56.42 - $57.05 $3.14M - $3.18M
FDN
First Tr Fd Dow Jones

ETFs
Q3 2021 Filed on Nov 03, 2021
819
$235.18 - $252.25 $193K - $207K
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Nov 03, 2021
3,800
$67.81 - $87.53 $258K - $333K
General Electric CO
Q3 2021 Filed on Nov 03, 2021
21,435
N/A
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q3 2021 Filed on Nov 03, 2021
27,102
$53.74 - $59.94 $1.46M - $1.62M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
Q3 2021 Filed on Nov 03, 2021
35,393
$20.16 - $20.2 $714K - $715K
FXR
First Trust Industrials/Produc

ETFs
Q3 2021 Filed on Nov 03, 2021
27,221
$56.87 - $61.64 $1.55M - $1.68M
Landmark Infrastructure LP
Q3 2021 Filed on Nov 03, 2021
12,629
N/A
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2021 Filed on Nov 03, 2021
1,442
$167.02 - $183.38 $241K - $264K
APPN
Appian Corp

Technology
Q3 2021 Filed on Nov 03, 2021
1,638
$91.98 - $138.15 $151K - $226K
EMLP
First Tr Exchange Traded Iv

ETFs
Q3 2021 Filed on Nov 03, 2021
53,089
$23.59 - $25.04 $1.25M - $1.33M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2021 Filed on Nov 03, 2021
3,232
$75.34 - $79.52 $243K - $257K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2021 Filed on Jul 19, 2021
16,898
$110.48 - $128.38 $1.87M - $2.17M
FNY
First Trust Mid Cap Growth Alp
Q2 2021 Filed on Jul 19, 2021
30,538
N/A
Colony Cap Inc New
Q2 2021 Filed on Jul 19, 2021
17,925
N/A
GD
General Dynamics Corp

Industrials
Q1 2021 Filed on Apr 22, 2021
4,906
$145.94 - $183.3 $716K - $899K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2021 Filed on Apr 22, 2021
4,472
$85.7 - $93.77 $383K - $419K
UL
Unilever PLC

Consumer Defensive
Q1 2021 Filed on Apr 22, 2021
3,948
$52.06 - $60.97 $206K - $241K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 22, 2021
3,515
$63.45 - $76.93 $223K - $270K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on Apr 22, 2021
20,824
$36.13 - $37.14 $752K - $773K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on Apr 22, 2021
19,892
$29.49 - $32.83 $587K - $653K
Concho Res Inc
Q1 2021 Filed on Apr 22, 2021
3,500
N/A
RODM
Hartford Multifactor Developed

ETFs
Q1 2021 Filed on Apr 22, 2021
8,148
$28.2 - $30.0 $230K - $244K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2021 Filed on Apr 22, 2021
14,058
$54.5 - $55.17 $766K - $776K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2021 Filed on Apr 22, 2021
11,177
$86.21 - $86.4 $964K - $966K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2021 Filed on Apr 22, 2021
1,080
$195.08 - $215.19 $211K - $232K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q1 2021 Filed on Apr 22, 2021
10,882
$14.47 - $21.19 $157K - $231K
FCEF
First Tr Exchange Traded Fd Vi
Q4 2020 Filed on Jan 20, 2021
27,586
N/A
Unilever N V
Q4 2020 Filed on Jan 20, 2021
3,948
N/A
Washington Prime Group New
Q4 2020 Filed on Jan 20, 2021
29,650
N/A
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q4 2020 Filed on Jan 20, 2021
2,854
$93.39 - $111.17 $267K - $317K
PPT
Putnam Premier Income Trust

Financial Services
Q4 2020 Filed on Jan 20, 2021
12,489
$4.37 - $4.68 $54.6K - $58.4K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2020 Filed on Jan 20, 2021
7,050
$152.75 - $174.52 $1.08M - $1.23M
OGE
Oge Energy Corp.

Utilities
Q4 2020 Filed on Jan 20, 2021
9,694
$30.2 - $34.76 $293K - $337K
TRQ.TO
Turquoise Hill Resources Ltd.

Basic Materials
Q3 2020 Filed on Oct 22, 2020
130,042
N/A
Libbey Inc
Q3 2020 Filed on Oct 22, 2020
12,470
N/A
LSAF
Two Rds Shared Tr

ETFs
Q3 2020 Filed on Oct 22, 2020
8,570
$23.24 - $26.37 $199K - $226K
Finjan Hldgs Inc
Q3 2020 Filed on Oct 22, 2020
15,400
N/A
VVR
Invesco Senior Income Trust

Financial Services
Q3 2020 Filed on Oct 22, 2020
15,246
$3.39 - $3.73 $51.7K - $56.9K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q3 2020 Filed on Oct 22, 2020
3,491
$71.6 - $84.37 $250K - $295K
USX
Us Xpress Enterprises Inc

Industrials
Q3 2020 Filed on Oct 22, 2020
14,800
$5.81 - $11.12 $86K - $165K
EA
Electronic Arts Inc.

Communication Services
Q3 2020 Filed on Oct 22, 2020
1,730
$124.3 - $146.95 $215K - $254K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 22, 2020
299,736
N/A
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