Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,530
$7.79 - $8.73 $11.9K - $13.4K
RGLD
Royal Gold Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
109
$92.27 - $107.67 $10.1K - $11.7K
KBH
Kb Home

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,370
$38.37 - $45.13 $52.6K - $61.8K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 15, 2022
219
$44.42 - $77.34 $9.73K - $16.9K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2021 Filed on Feb 15, 2022
909
$44.17 - $48.6 $40.2K - $44.2K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
1,196
$76.6 - $81.85 $91.6K - $97.9K
IHE
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
498
$182.18 - $200.3 $90.7K - $99.7K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
Q4 2021 Filed on Feb 15, 2022
1,207
$71.36 - $77.51 $86.1K - $93.6K
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
13
$162.55 - $184.48 $2.11K - $2.4K
FYC
First Trust Small Cap Growth A

ETFs
Q4 2021 Filed on Feb 15, 2022
143
$70.02 - $80.47 $10K - $11.5K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
74
$207.94 - $254.12 $15.4K - $18.8K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 15, 2022
753
$62.83 - $68.98 $47.3K - $51.9K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2021 Filed on Feb 15, 2022
54
$30.63 - $34.72 $1.65K - $1.87K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
Q4 2021 Filed on Feb 15, 2022
228
$54.67 - $55.98 $12.5K - $12.8K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
546
$236.98 - $261.2 $129K - $143K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
261
$64.97 - $74.1 $17K - $19.3K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
705
$75.2 - $88.55 $53K - $62.4K
PIPR
Piper Sandler Companies

Financial Services
Q4 2021 Filed on Feb 15, 2022
31
$142.19 - $190.39 $4.41K - $5.9K
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
573
$114.05 - $133.51 $65.4K - $76.5K
ALLE
Allegion PLC

Industrials
Q4 2021 Filed on Feb 15, 2022
386
$122.79 - $136.85 $47.4K - $52.8K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q4 2021 Filed on Feb 15, 2022
1,112
$60.52 - $66.81 $67.3K - $74.3K
IYY
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
472
$107.69 - $118.54 $50.8K - $56K
ITA
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
210
$95.53 - $108.96 $20.1K - $22.9K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2021 Filed on Feb 15, 2022
340
$85.15 - $104.16 $29K - $35.4K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2021 Filed on Feb 15, 2022
663
$179.37 - $211.42 $119K - $140K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q4 2021 Filed on Feb 15, 2022
888
$32.62 - $33.45 $29K - $29.7K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,072
$15.63 - $16.64 $32.4K - $34.5K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 15, 2022
1,221
$35.39 - $39.43 $43.2K - $48.1K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
52
$83.4 - $95.59 $4.34K - $4.97K
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
50
$31.71 - $41.99 $1.59K - $2.1K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
588
$212.12 - $242.56 $125K - $143K
XT
Ishares Tr Exponential Technol

ETFs
Q4 2021 Filed on Feb 15, 2022
156
$61.75 - $67.29 $9.63K - $10.5K
CNDT
Conduent Inc

Technology
Q4 2021 Filed on Feb 15, 2022
20
$5.0 - $7.11 $100 - $142
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q4 2021 Filed on Feb 15, 2022
738
$28.37 - $30.32 $20.9K - $22.4K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
274
$53.63 - $54.52 $14.7K - $14.9K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
Q4 2021 Filed on Feb 15, 2022
121
$14.63 - $15.65 $1.77K - $1.89K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
119
$16.75 - $17.93 $1.99K - $2.13K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
72
$151.74 - $173.89 $10.9K - $12.5K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
123
$146.39 - $173.51 $18K - $21.3K
CIM
Chimera Investment Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
262
$14.49 - $16.8 $3.8K - $4.4K
SVVC
Firsthand Technology Value Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
10
$3.96 - $4.85 $39.6 - $48.5
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
2,409
$20.14 - $20.56 $48.5K - $49.5K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
305
$241.33 - $266.02 $73.6K - $81.1K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q4 2021 Filed on Feb 15, 2022
259
$55.82 - $59.86 $14.5K - $15.5K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1,107
$33.53 - $45.38 $37.1K - $50.2K
FFIN
First Financial Bankshares Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
972
$46.44 - $54.52 $45.1K - $53K
Cyrusone Inc
Q4 2021 Filed on Feb 15, 2022
156
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
176
$22.73 - $26.26 $4K - $4.62K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
2,501
$65.98 - $70.36 $165K - $176K
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