Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q4 2021 Filed on Feb 15, 2022
1,892
$83.4 - $93.49 $158K - $177K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2021 Filed on Feb 15, 2022
74
$128.19 - $130.42 $9.49K - $9.65K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
730
$29.4 - $33.4 $21.5K - $24.4K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
108
$27.4 - $33.26 $2.96K - $3.59K
CWT
California Water Service Group

Utilities
Q4 2021 Filed on Feb 15, 2022
117
$58.78 - $71.86 $6.88K - $8.41K
DVY
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
527
$114.37 - $122.59 $60.3K - $64.6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2021 Filed on Feb 15, 2022
1,906
$113.45 - $115.33 $216K - $220K
IXJ
Ishares Global Healthcare ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
114
$82.63 - $90.54 $9.42K - $10.3K
IGF
Ishares Global Infrastructure

ETFs
Q4 2021 Filed on Feb 15, 2022
322
$44.99 - $48.4 $14.5K - $15.6K
JXI
Ishares Tr Global Utils ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
92
$59.05 - $64.7 $5.43K - $5.95K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q4 2021 Filed on Feb 15, 2022
319
$59.83 - $64.73 $19.1K - $20.6K
PCG
Pg&E Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
3,394
$9.61 - $12.63 $32.6K - $42.9K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2021 Filed on Feb 15, 2022
67
$44.62 - $51.81 $2.99K - $3.47K
FXI
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
155
$35.57 - $42.33 $5.51K - $6.56K
OSIS
Osi Systems Inc

Technology
Q4 2021 Filed on Feb 15, 2022
100
$88.46 - $97.45 $8.85K - $9.75K
ABC
Amerisourcebergen Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
26
$114.08 - $133.77 $2.97K - $3.48K
FDX
Fedex Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
391
$217.87 - $258.64 $85.2K - $101K
TSCO
Tractor Supply CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
558
$193.29 - $238.6 $108K - $133K
IVZ
Invesco Ltd.

Financial Services
Q4 2021 Filed on Feb 15, 2022
126
$21.76 - $26.53 $2.74K - $3.34K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
32
$191.9 - $231.65 $6.14K - $7.41K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
7
$605.55 - $747.79 $4.24K - $5.23K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
591
$58.28 - $72.53 $34.4K - $42.9K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
48
$145.48 - $162.37 $6.98K - $7.79K
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,554
$16.38 - $26.09 $25.5K - $40.5K
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
582
$85.37 - $87.5 $49.7K - $50.9K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
262
$29.33 - $34.9 $7.68K - $9.14K
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
260
$29.25 - $36.02 $7.61K - $9.37K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,529
$52.85 - $60.09 $80.8K - $91.9K
CDK
Cdk Global, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
513
$38.64 - $45.04 $19.8K - $23.1K
CC
Chemours CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
120
$27.95 - $33.56 $3.35K - $4.03K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
583
$129.26 - $142.92 $75.4K - $83.3K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
604
$32.88 - $37.84 $19.9K - $22.9K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
1,828
$58.07 - $66.37 $106K - $121K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
445
$6.87 - $8.08 $3.06K - $3.6K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2021 Filed on Feb 15, 2022
208
$88.93 - $98.18 $18.5K - $20.4K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q4 2021 Filed on Feb 15, 2022
14
$59.03 - $64.77 $826 - $907
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
562
$54.21 - $62.53 $30.5K - $35.1K
SNY
Sanofi

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,034
$47.07 - $52.35 $48.7K - $54.1K
MMM
3 M CO

Industrials
Q4 2021 Filed on Feb 15, 2022
848
$170.04 - $183.66 $144K - $156K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
84
$85.49 - $98.01 $7.18K - $8.23K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q4 2021 Filed on Feb 15, 2022
780
$68.99 - $73.74 $53.8K - $57.5K
AKAM
Akamai Technologies Inc

Technology
Q4 2021 Filed on Feb 15, 2022
338
$101.57 - $118.45 $34.3K - $40K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
672
$111.96 - $177.7 $75.2K - $119K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
1,969
$60.8 - $67.59 $120K - $133K
BAX
Baxter International Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
190
$74.57 - $87.19 $14.2K - $16.6K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
511
$223.92 - $287.77 $114K - $147K
BLK
Black Rock Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
220
$825.56 - $971.49 $182K - $214K
CSX
Csx Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
218
$30.34 - $37.6 $6.61K - $8.2K
CP
Canadian Pacific Railway LTD

Industrials
Q4 2021 Filed on Feb 15, 2022
391
$66.32 - $77.89 $25.9K - $30.5K
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