Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MAC
Macerich CO

Real Estate
Q4 2021 Filed on Feb 15, 2022
951
$15.87 - $22.21 $15.1K - $21.1K
NHI
National Health Investors Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
924
$50.96 - $58.18 $47.1K - $53.8K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
95
$12.49 - $15.43 $1.19K - $1.47K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
700
$22.95 - $26.15 $16.1K - $18.3K
UNIT
Uniti Group Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
340
$11.8 - $14.44 $4.01K - $4.91K
UTG
Reaves Utility Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,750
$32.65 - $35.44 $57.1K - $62K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,600
$18.5 - $19.9 $29.6K - $31.8K
SJM
J M Smucker CO

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
3
$119.69 - $138.91 $359 - $417
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
220
$158.3 - $265.08 $34.8K - $58.3K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
771
$16.79 - $17.95 $12.9K - $13.8K
AFT
Apollo Senior Floating Rate Fund Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,319
$15.8 - $16.55 $36.6K - $38.4K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Feb 15, 2022
979
$118.81 - $129.12 $116K - $126K
EIX
Edison International

Utilities
Q4 2021 Filed on Feb 15, 2022
507
$55.04 - $68.44 $27.9K - $34.7K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
217
$90.64 - $98.11 $19.7K - $21.3K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
206
$254.66 - $279.11 $52.5K - $57.5K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Feb 15, 2022
221
$114.04 - $122.75 $25.2K - $27.1K
NOK
Nokia Corp

Technology
Q4 2021 Filed on Feb 15, 2022
113
$5.46 - $6.34 $617 - $716
IXUS
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
689
$68.64 - $74.15 $47.3K - $51.1K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
7,792
$5.96 - $6.63 $46.4K - $51.7K
TRMB
Trimble Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
160
$80.38 - $89.28 $12.9K - $14.3K
GRMN
Garmin LTD

Technology
Q4 2021 Filed on Feb 15, 2022
672
$129.31 - $165.15 $86.9K - $111K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2021 Filed on Feb 15, 2022
1
$54.48 - $55.71 $54.5 - $55.7
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2021 Filed on Feb 15, 2022
786
$125.34 - $141.49 $98.5K - $111K
CDNS
Cadence Design Systems Inc

Technology
Q4 2021 Filed on Feb 15, 2022
324
$148.05 - $191.65 $48K - $62.1K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
5,976
$13.76 - $15.2 $82.2K - $90.8K
LSCC
Lattice Semiconductor Corp

Technology
Q4 2021 Filed on Feb 15, 2022
136
$62.93 - $84.99 $8.56K - $11.6K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
42
$146.27 - $171.08 $6.14K - $7.19K
SNPS
Synopsys Inc

Technology
Q4 2021 Filed on Feb 15, 2022
117
$288.74 - $375.59 $33.8K - $43.9K
TER
Teradyne, Inc

Technology
Q4 2021 Filed on Feb 15, 2022
255
$107.27 - $168.56 $27.4K - $43K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
4,071
$12.84 - $13.89 $52.3K - $56.5K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 15, 2022
1,277
$53.01 - $59.14 $67.7K - $75.5K
UNG
United States Natural Gas Fund, LP

ETFs
Q4 2021 Filed on Feb 15, 2022
2,564
$11.92 - $21.78 $30.6K - $55.8K
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
200
$80.7 - $106.99 $16.1K - $21.4K
AMCX
Amc Networks Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
11
$33.5 - $49.1 $369 - $540
Cree Inc
Q4 2021 Filed on Feb 15, 2022
11
N/A
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Feb 15, 2022
1,792
$83.58 - $97.11 $150K - $174K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
184
$63.71 - $80.59 $11.7K - $14.8K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2021 Filed on Feb 15, 2022
42
$10.0 - $12.21 $420 - $513
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
44
$25.61 - $35.1 $1.13K - $1.54K
JLL
Jones Lang Lasalle Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
26
$229.24 - $272.88 $5.96K - $7.09K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
2
$147.21 - $174.38 $294 - $349
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
5
$148.48 - $177.33 $742 - $887
LSXMA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
10
$47.14 - $55.85 $471 - $559
LSXMK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
20
$47.02 - $55.6 $940 - $1.11K
BATRA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
1
$26.3 - $31.96 $26.3 - $32
FWONK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
5
$52.02 - $63.24 $260 - $316
FWONA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
2
$47.81 - $59.44 $95.6 - $119
BATRK
Liberty Media Corp Del

Communication Services
Q4 2021 Filed on Feb 15, 2022
2
$25.79 - $30.96 $51.6 - $61.9
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
312
$177.01 - $223.45 $55.2K - $69.7K
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