Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
YLD
Principal Exchange Traded Fds

ETFs
Q4 2021 Filed on Feb 15, 2022
78
$20.58 - $21.01 $1.61K - $1.64K
USI
Prin Ultra Short Active Income
Q4 2021 Filed on Feb 15, 2022
42
N/A
PSC
Principal ETF U.S. Small Cap M

ETFs
Q4 2021 Filed on Feb 15, 2022
27
$44.96 - $49.86 $1.21K - $1.35K
RGEN
Repligen Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
268
$247.59 - $304.47 $66.4K - $81.6K
SOFI
So Fi Technologies, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,542
$14.27 - $23.29 $22K - $35.9K
STAA
Staar Surgical CO

Healthcare
Q4 2021 Filed on Feb 15, 2022
7
$88.02 - $127.79 $616 - $895
SHO
Sunstone Hotel Investors, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,342
$10.48 - $13.23 $14.1K - $17.8K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
35
$118.18 - $153.21 $4.14K - $5.36K
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
3
$131.5 - $390.0 $395 - $1.17K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
25
$15.69 - $21.14 $392 - $529
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q4 2021 Filed on Feb 15, 2022
631
$98.31 - $124.63 $62K - $78.6K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q4 2021 Filed on Feb 15, 2022
116
$79.95 - $87.45 $9.27K - $10.1K
VOX
Vanguard Communication Service

ETFs
Q4 2021 Filed on Feb 15, 2022
54
$129.36 - $145.06 $6.99K - $7.83K
VCYT
Veracyte, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
10
$36.09 - $53.79 $361 - $538
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
9
$46.78 - $58.9 $421 - $530
VWE
Vintage Wine Estates, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
2,000
$9.82 - $11.82 $19.6K - $23.6K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q4 2021 Filed on Feb 15, 2022
772
$49.99 - $65.33 $38.6K - $50.4K
XP
Xp Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
894
$27.88 - $42.05 $24.9K - $37.6K
ZI
Zoom Info Technologies Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
11
$56.91 - $77.35 $626 - $851
ZUO
Zuora Inc

Technology
Q4 2021 Filed on Feb 15, 2022
8
$16.13 - $23.08 $129 - $185
General Electric CO
Q3 2021 Filed on Nov 15, 2021
12,106
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 15, 2021
8
N/A
OXY
Occidental Petroleum Corp

Energy
Q3 2021 Filed on Nov 15, 2021
3
$21.95 - $32.86 $65.9 - $98.6
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 15, 2021
6,115
N/A
Qts Rlty Tr Inc
Q3 2021 Filed on Nov 15, 2021
34
N/A
L Brands Inc
Q3 2021 Filed on Nov 15, 2021
607
N/A
ONB
Old National Bancorp

Financial Services
Q3 2021 Filed on Nov 15, 2021
349
$15.66 - $17.73 $5.47K - $6.19K
CSGS
Csg Systems International Inc

Technology
Q3 2021 Filed on Nov 15, 2021
23
$44.47 - $48.83 $1.02K - $1.12K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
1,170
$4.02 - $4.43 $4.7K - $5.18K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
2
$405.61 - $524.84 $811 - $1.05K
LPL
Lg Display Co., Ltd.

Technology
Q3 2021 Filed on Nov 15, 2021
333
$7.95 - $10.92 $2.65K - $3.64K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q3 2021 Filed on Nov 15, 2021
355
$83.71 - $88.67 $29.7K - $31.5K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
1,007
$10.99 - $19.67 $11.1K - $19.8K
BKR
Baker Hughes CO

Energy
Q3 2021 Filed on Nov 15, 2021
199
$19.65 - $25.13 $3.91K - $5K
Janus Detroit Str Tr
Q3 2021 Filed on Nov 15, 2021
500
N/A
USM
United States Cellular Corp

Communication Services
Q3 2021 Filed on Nov 15, 2021
27
$30.6 - $37.46 $826 - $1.01K
ARNC
Arconic Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
12
$30.99 - $36.92 $372 - $443
AGNC
Agnc Investment Corp.

Real Estate
Q3 2021 Filed on Nov 15, 2021
418
$15.74 - $17.01 $6.58K - $7.11K
BLNK
Blink Charging Co.

Industrials
Q3 2021 Filed on Nov 15, 2021
92
$27.95 - $39.78 $2.57K - $3.66K
BFB
Brown Forman Corp Cl B
Q3 2021 Filed on Nov 15, 2021
17
N/A
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 15, 2021
15
N/A
LIT
Global X Fds Global X Lithium

ETFs
Q3 2021 Filed on Nov 15, 2021
66
$72.05 - $87.02 $4.76K - $5.74K
Image Sensing Sys Inc
Q3 2021 Filed on Nov 15, 2021
281
N/A
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
75
$15.22 - $21.39 $1.14K - $1.6K
MVIS
Microvision, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
127
$11.05 - $16.38 $1.4K - $2.08K
NMR
Nomura Holdings Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
46
$4.69 - $5.24 $216 - $241
AFRM
Affirm Holdings, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
136
$55.86 - $128.37 $7.6K - $17.5K
51 Job Inc
Q3 2021 Filed on Nov 15, 2021
4
N/A
AVNW
Aviat Networks, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
50
$28.61 - $39.6 $1.43K - $1.98K
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