Lji Wealth Management, LLC Closed Holding Positions

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CSCO
Cisco Systems, Inc.

Technology
Q2 2023 Filed on Feb 02, 2024
5,669
$45.7 - $52.31 $259K - $297K
DFAU
Dimensional ETF Tr

ETFs
Q3 2023 Filed on Feb 02, 2024
57,657
$29.79 - $32.13 $1.72M - $1.85M
DFAI
Dimensional ETF Tr

ETFs
Q3 2023 Filed on Feb 02, 2024
39,860
$26.0 - $28.17 $1.04M - $1.12M
EVRG
Evergy, Inc.

Utilities
Q3 2023 Filed on Feb 02, 2024
77,815
$50.42 - $61.56 $3.92M - $4.79M
HBNC
Horizon Bancorp Inc

Financial Services
Q3 2023 Filed on Feb 02, 2024
34,435
$9.9 - $12.68 $341K - $437K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q3 2023 Filed on Feb 02, 2024
124,577
$32.42 - $178.83 $4.04M - $22.3M
SHV
Ishares Tr

ETFs
Q3 2023 Filed on Feb 02, 2024
92,336
$109.99 - $110.5 $10.2M - $10.2M
MS
Morgan Stanley

Financial Services
Q3 2023 Filed on Feb 02, 2024
14,849
$81.65 - $94.67 $1.21M - $1.41M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2023 Filed on Feb 02, 2024
2,926
$70.63 - $75.66 $207K - $221K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2023 Filed on Feb 02, 2024
15,880
$64.45 - $69.39 $1.02M - $1.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2023 Filed on Feb 02, 2024
13,409
$51.66 - $56.47 $693K - $757K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
Q3 2023 Filed on Feb 02, 2024
49,784
$40.3 - $42.05 $2.01M - $2.09M
CVS
Cvs Health Corp

Healthcare
Q3 2023 Filed on Feb 02, 2024
14,320
$65.17 - $76.41 $933K - $1.09M
DFSD
Dimensional ETF Tr Short Durat

ETFs
Q3 2023 Filed on Feb 02, 2024
66,928
$46.24 - $46.65 $3.09M - $3.12M
LABU
Direxion Daily S&P Biotech Bul

ETFs
Q2 2023 Filed on Feb 02, 2024
51,000
$4.74 - $7.62 $242K - $389K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
Q2 2023 Filed on Feb 02, 2024
23,550
$20.48 - $22.39 $482K - $527K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
Q2 2023 Filed on Feb 02, 2024
13,700
$31.94 - $33.76 $438K - $463K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q2 2023 Filed on Feb 02, 2024
10,000
$34.03 - $36.3 $340K - $363K
SOFI
So Fi Technologies, Inc.

Financial Services
Q3 2023 Filed on Feb 02, 2024
15,780
$7.4 - $11.45 $117K - $181K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2023 Filed on Feb 02, 2024
3,509
$75.46 - $76.54 $265K - $269K
BLK
Black Rock Inc.

Financial Services
Q3 2023 Filed on Feb 02, 2024
14,607
$643.39 - $756.58 $9.4M - $11.1M
CCI
Crown Castle International Corp

Real Estate
Q3 2023 Filed on Feb 02, 2024
10,328
$89.7 - $117.87 $926K - $1.22M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2023 Filed on Feb 02, 2024
90,193
$46.9 - $47.47 $4.23M - $4.28M
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji 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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email