Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WAT
Waters Corp

Healthcare
Q2 2020 Filed on Aug 04, 2020
63
$174.76 - $208.93 $11K - $13.2K
Alps ETF Tr Alerian Mlp ETF
Q2 2020 Filed on Aug 04, 2020
835
N/A
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q2 2020 Filed on Aug 04, 2020
3,181
$6.15 - $7.98 $19.6K - $25.4K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
547
$4.71 - $6.53 $2.58K - $3.57K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
1,980
$15.46 - $21.83 $30.6K - $43.2K
Fireeye Inc Com
Q2 2020 Filed on Aug 04, 2020
416
N/A
OMAB
Central North Airport Group

Industrials
Q2 2020 Filed on Aug 04, 2020
55
$22.74 - $44.06 $1.25K - $2.42K
RFV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 04, 2020
107
$35.55 - $59.36 $3.8K - $6.35K
RZV
Invesco Fd Tr

ETFs
Q2 2020 Filed on Aug 04, 2020
106
$31.43 - $57.92 $3.33K - $6.14K
FM
Ishares Msci Frontier And Sele

ETFs
Q2 2020 Filed on Aug 04, 2020
176
$20.89 - $24.7 $3.68K - $4.35K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
2,881
$9.81 - $11.65 $28.3K - $33.6K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
1,205
$11.25 - $13.63 $13.6K - $16.4K
Raytheon CO Com New
Q2 2020 Filed on Aug 04, 2020
124
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q2 2020 Filed on Aug 04, 2020
117
$38.78 - $53.28 $4.54K - $6.23K
ADNT
Adient PLC

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
2
$7.35 - $22.28 $14.7 - $44.6
BLDR
Builders First Source, Inc.

Industrials
Q2 2020 Filed on Aug 04, 2020
238
$10.91 - $23.54 $2.6K - $5.6K
HYLS
First Tr Tactical High Yield L

ETFs
Q2 2020 Filed on Aug 04, 2020
740
$41.77 - $47.26 $30.9K - $35K
Global X Fds Global X Mlp ETF
Q2 2020 Filed on Aug 04, 2020
4,526
N/A
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
29
$9.5 - $17.25 $276 - $500
SITC
Site Centers Corp.

Real Estate
Q2 2020 Filed on Aug 04, 2020
244
$4.29 - $9.47 $1.05K - $2.31K
WAL
Western Alliance Bancorporation

Financial Services
Q2 2020 Filed on Aug 04, 2020
782
$27.88 - $46.65 $21.8K - $36.5K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
20
$48.5 - $108.8 $970 - $2.18K
CRNC
Cerence Inc.

Technology
Q2 2020 Filed on Aug 04, 2020
35
$15.99 - $44.4 $560 - $1.55K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q2 2020 Filed on Aug 04, 2020
19
$16.18 - $23.37 $307 - $444
CMF
Ishares California Muni Bond E

ETFs
Q2 2020 Filed on Aug 04, 2020
124
$58.99 - $62.38 $7.31K - $7.74K
REET
Ishares Global Reit ETF

ETFs
Q2 2020 Filed on Aug 04, 2020
19
$17.29 - $23.44 $329 - $445
Mellanox Technologies LTD Com Stk
Q2 2020 Filed on Aug 04, 2020
7
N/A
Mobile Telesystems Pjsc Spon Adr
Q2 2020 Filed on Aug 04, 2020
464
N/A
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
Q2 2020 Filed on Aug 04, 2020
3,113
$34.05 - $42.98 $106K - $134K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q2 2020 Filed on Aug 04, 2020
3,538
$26.29 - $28.33 $93K - $100K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2020 Filed on Aug 04, 2020
135
$30.09 - $31.34 $4.06K - $4.23K
Allianzgi Equity &Conv Income Fd Com
Q2 2020 Filed on Aug 04, 2020
189
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2020 Filed on Aug 04, 2020
52
$27.75 - $37.71 $1.44K - $1.96K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
100
$140.56 - $216.99 $14.1K - $21.7K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
Q2 2020 Filed on Aug 04, 2020
321
$8.8 - $11.45 $2.82K - $3.68K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2020 Filed on Aug 04, 2020
15
$44.33 - $62.33 $665 - $935
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2020 Filed on Aug 04, 2020
8
$53.37 - $86.19 $427 - $690
DISH
Dish Network Corp

Communication Services
Q2 2020 Filed on Aug 04, 2020
1,235
$18.7 - $37.32 $23.1K - $46.1K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
334
$9.98 - $11.64 $3.33K - $3.89K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
242
$11.06 - $15.42 $2.68K - $3.73K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2020 Filed on Aug 04, 2020
14
$52.37 - $66.68 $733 - $934
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2020 Filed on Aug 04, 2020
1,427
$51.33 - $51.83 $73.2K - $74K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q2 2020 Filed on Aug 04, 2020
199
$13.8 - $19.58 $2.75K - $3.9K
GH
Guardant Health, Inc.

Healthcare
Q2 2020 Filed on Aug 04, 2020
152
$60.49 - $97.5 $9.19K - $14.8K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2020 Filed on Aug 04, 2020
232
$28.26 - $37.71 $6.56K - $8.75K
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2020 Filed on Aug 04, 2020
60
$49.35 - $67.83 $2.96K - $4.07K
LEN
Lennar Corp

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
24
$33.39 - $64.99 $801 - $1.56K
Match Group Inc Com
Q2 2020 Filed on Aug 04, 2020
8
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q2 2020 Filed on Aug 04, 2020
1,171
$3.56 - $3.88 $4.17K - $4.54K
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