Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WRB
Berkley W R Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
337
$49.31 - $56.33 $16.6K - $19K
BL
Blackline, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
8
$99.35 - $131.39 $795 - $1.05K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
522
$15.03 - $16.33 $7.85K - $8.52K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
156
$114.69 - $169.73 $17.9K - $26.5K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
405
$17.51 - $19.55 $7.09K - $7.92K
CHE
Chemed Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
36
$407.54 - $536.14 $14.7K - $19.3K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2021 Filed on Feb 15, 2022
631
N/A
CNX
Cnx Resources Corp

Energy
Q4 2021 Filed on Feb 15, 2022
2,498
$12.62 - $15.62 $31.5K - $39K
COIN
Coinbase Global, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
48
$229.31 - $357.39 $11K - $17.2K
Compute Health Acquisitin CO
Q4 2021 Filed on Feb 15, 2022
400
N/A
LODE
Comstock Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
100
$1.26 - $2.58 $126 - $258
CPNG
Coupang, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
10
$25.69 - $30.45 $257 - $305
DBRG
Digital Bridge Group, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
664
$5.84 - $8.34 $3.88K - $5.54K
DFAS
Dimensional ETF Tr U S Small C

ETFs
Q4 2021 Filed on Feb 15, 2022
703
$56.67 - $63.93 $39.8K - $44.9K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q4 2021 Filed on Feb 15, 2022
4
$81.57 - $90.09 $326 - $360
DCT
Duck Creek Technologies, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
268
$27.74 - $46.23 $7.43K - $12.4K
ELAN
Elanco Animal Health Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
582
$27.74 - $34.09 $16.1K - $19.8K
EFOI
Energy Focus, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
175
$1.92 - $4.7 $336 - $823
ENTG
Entegris Inc

Technology
Q4 2021 Filed on Feb 15, 2022
38
$120.15 - $154.75 $4.57K - $5.88K
EPAM
Epam Systems, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
14
$564.07 - $717.49 $7.9K - $10K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q4 2021 Filed on Feb 15, 2022
210
$54.88 - $70.38 $11.5K - $14.8K
ROBO
Robo Global Robotics And Autom

ETFs
Q4 2021 Filed on Feb 15, 2022
300
$62.64 - $72.14 $18.8K - $21.6K
EXPO
Exponent Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
142
$110.43 - $125.3 $15.7K - $17.8K
FERG
Ferguson PLC

Industrials
Q4 2021 Filed on Feb 15, 2022
65
$138.81 - $180.76 $9.02K - $11.7K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q4 2021 Filed on Feb 15, 2022
755
$26.16 - $26.65 $19.8K - $20.1K
ESG
Flexshares Stoxx Us Esg Select
Q4 2021 Filed on Feb 15, 2022
116
N/A
PAVE
Global X Fds Us Infrastructure

ETFs
Q4 2021 Filed on Feb 15, 2022
501
$25.7 - $29.01 $12.9K - $14.5K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
13
$32.11 - $47.16 $417 - $613
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
200
$38.36 - $48.09 $7.67K - $9.62K
HTRB
Hartford Fds Total Return Bd E

ETFs
Q4 2021 Filed on Feb 15, 2022
693
$39.69 - $41.02 $27.5K - $28.4K
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
305
$63.9 - $81.44 $19.5K - $24.8K
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,200
$13.1 - $14.39 $15.7K - $17.3K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
3
$328.66 - $373.09 $986 - $1.12K
EUSB
Ishares Tr Esg Advanced Total

Technology
Q4 2021 Filed on Feb 15, 2022
364
$49.01 - $49.77 $17.8K - $18.1K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 15, 2022
78
$76.64 - $82.32 $5.98K - $6.42K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q4 2021 Filed on Feb 15, 2022
160
$38.24 - $42.82 $6.12K - $6.85K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q4 2021 Filed on Feb 15, 2022
210
$25.61 - $25.99 $5.38K - $5.46K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q4 2021 Filed on Feb 15, 2022
309
$43.23 - $51.35 $13.4K - $15.9K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
91
$53.94 - $57.92 $4.91K - $5.27K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q4 2021 Filed on Feb 15, 2022
321
$27.14 - $27.83 $8.71K - $8.93K
USXF
Ishares Esg Advanced Msci Usa

Technology
Q4 2021 Filed on Feb 15, 2022
195
$35.87 - $39.84 $6.99K - $7.77K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
Q4 2021 Filed on Feb 15, 2022
77
$66.58 - $71.27 $5.13K - $5.49K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q4 2021 Filed on Feb 15, 2022
263
$63.0 - $67.99 $16.6K - $17.9K
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2021 Filed on Feb 15, 2022
89
$69.49 - $73.61 $6.18K - $6.55K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q4 2021 Filed on Feb 15, 2022
1,519
$70.38 - $74.03 $107K - $112K
IDEV
Ishares Core Msci Intl Develop

ETFs
Q4 2021 Filed on Feb 15, 2022
192
$65.27 - $70.33 $12.5K - $13.5K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q4 2021 Filed on Feb 15, 2022
5,867
$3.61 - $4.56 $21.2K - $26.8K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
Q4 2021 Filed on Feb 15, 2022
259
N/A
JTKWY
Just Eat Takeaway.Com N.V.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
390
$10.22 - $16.68 $3.99K - $6.51K
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