Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

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

Utilities
Q4 2019 Filed on Feb 05, 2020
610
$41.44 - $49.3 $25.3K - $30.1K
DHS
Wisdomtree Tr U.S

ETFs
Q4 2019 Filed on Feb 05, 2020
186
$72.3 - $77.34 $13.4K - $14.4K
Taubman Centers Inc
Q3 2019 Filed on Oct 30, 2019
42
N/A
EWA
Ishares Msci Australia ETF

ETFs
Q3 2019 Filed on Oct 30, 2019
687
$21.01 - $22.81 $14.4K - $15.7K
SPMD
Spdr Portfolio

ETFs
Q3 2019 Filed on Oct 30, 2019
436
$33.7 - $34.71 $14.7K - $15.1K
Federal Realty Investment Trust
Q3 2019 Filed on Oct 30, 2019
4
N/A
Xerox Corp Com New
Q3 2019 Filed on Oct 30, 2019
25
N/A
Cambrex Corp Com
Q3 2019 Filed on Oct 30, 2019
109
N/A
Msg Network Inc Cl A
Q3 2019 Filed on Oct 30, 2019
301
N/A
Navigant Consulting Inc
Q3 2019 Filed on Oct 30, 2019
505
N/A
Avianca Holdings
Q3 2019 Filed on Oct 30, 2019
286
N/A
Bt Group Adr Each Rep 5 Ord
Q3 2019 Filed on Oct 30, 2019
619
N/A
Cnooc LTD Sponsored Adr
Q3 2019 Filed on Oct 30, 2019
10
N/A
CCU
United Breweries CO Inc

Consumer Defensive
Q3 2019 Filed on Oct 30, 2019
47
$22.09 - $29.3 $1.04K - $1.38K
Amerigas Partners L P Unit L P Int
Q3 2019 Filed on Oct 30, 2019
1,408
N/A
Northstar Realty Europe Corp Com
Q3 2019 Filed on Oct 30, 2019
458
N/A
VIAV
Viavi Solutions Inc.

Technology
Q3 2019 Filed on Oct 30, 2019
92
$13.36 - $14.85 $1.23K - $1.37K
L3 Technologies Inc Com
Q3 2019 Filed on Oct 30, 2019
112
N/A
VVX
V2 X, Inc.

Industrials
Q3 2019 Filed on Oct 30, 2019
29
$37.86 - $44.12 $1.1K - $1.28K
BDN
Brandywine Realty Trust

Real Estate
Q3 2019 Filed on Oct 30, 2019
114
$14.09 - $15.18 $1.61K - $1.73K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 30, 2019
100
$26.17 - $32.2 $2.62K - $3.22K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q3 2019 Filed on Oct 30, 2019
1,793
$15.6 - $18.46 $28K - $33.1K
EBR
Brazilian Electric Power CO

Utilities
Q3 2019 Filed on Oct 30, 2019
137
$8.96 - $11.47 $1.23K - $1.57K
AWR
American States Water CO

Utilities
Q3 2019 Filed on Oct 30, 2019
204
$74.38 - $94.18 $15.2K - $19.2K
AMKR
Amkor Technology, Inc.

Technology
Q3 2019 Filed on Oct 30, 2019
22
$7.35 - $9.78 $162 - $215
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q3 2019 Filed on Oct 30, 2019
56
$18.27 - $19.68 $1.02K - $1.1K
AIF
Apollo Tactical Income Fund Inc.

Financial Services
Q3 2019 Filed on Oct 30, 2019
400
$14.53 - $15.29 $5.81K - $6.12K
ANET
Arista Networks, Inc.

Technology
Q3 2019 Filed on Oct 30, 2019
26
$54.17 - $71.84 $1.41K - $1.87K
AVID
Avid Technology, Inc.

Technology
Q3 2019 Filed on Oct 30, 2019
4
$5.94 - $10.32 $23.8 - $41.3
BZH
Beazer Homes Usa Inc

Consumer Cyclical
Q3 2019 Filed on Oct 30, 2019
200
$9.74 - $14.9 $1.95K - $2.98K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q3 2019 Filed on Oct 30, 2019
404
$16.63 - $17.57 $6.72K - $7.1K
BST
Black Rock Science & Technology Trust

Financial Services
Q3 2019 Filed on Oct 30, 2019
229
$31.84 - $34.55 $7.29K - $7.91K
Buckeye Partners L P Unit LTD Partn
Q3 2019 Filed on Oct 30, 2019
500
N/A
CNQ
Canadian Natural Resources LTD

Energy
Q3 2019 Filed on Oct 30, 2019
40
$22.64 - $28.66 $906 - $1.15K
CTRE
Care Trust Reit, Inc.

Real Estate
Q3 2019 Filed on Oct 30, 2019
141
$22.48 - $24.54 $3.17K - $3.46K
LEU
Centrus Energy Corp

Energy
Q3 2019 Filed on Oct 30, 2019
3
$2.92 - $3.65 $8.76 - $11
CODI
Compass Diversified Holdings

Industrials
Q3 2019 Filed on Oct 30, 2019
2,399
$18.34 - $20.0 $44K - $48K
Direxion
Q3 2019 Filed on Oct 30, 2019
125
N/A
Electronics For Imaging Inc Com
Q3 2019 Filed on Oct 30, 2019
16
N/A
ETF Ser Solutions Cboe Vest S&P
Q3 2019 Filed on Oct 30, 2019
39
N/A
FEN
First Trust Energy Income & Growth Fund

Financial Services
Q3 2019 Filed on Oct 30, 2019
442
$20.62 - $23.4 $9.11K - $10.3K
RDVY
First Trust Rising Dividend Ac

ETFs
Q3 2019 Filed on Oct 30, 2019
1
$29.39 - $32.57 $29.4 - $32.6
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q3 2019 Filed on Oct 30, 2019
320
$17.36 - $18.58 $5.56K - $5.95K
IFN
India Fund Inc

Financial Services
Q3 2019 Filed on Oct 30, 2019
217
$19.52 - $21.62 $4.24K - $4.69K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 30, 2019
2,748
$18.43 - $18.86 $50.6K - $51.8K
MCHI
Ishares Msci China ETF

ETFs
Q3 2019 Filed on Oct 30, 2019
109
$53.48 - $60.64 $5.83K - $6.61K
IEO
Ishares Tr

ETFs
Q3 2019 Filed on Oct 30, 2019
210
$46.4 - $56.22 $9.74K - $11.8K
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2019 Filed on Oct 30, 2019
117
$74.74 - $81.66 $8.74K - $9.55K
Just Energy Group Inc
Q3 2019 Filed on Oct 30, 2019
414
N/A
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email