Lvw Advisors, LLC Closed Holding Positions

Lvw Advisors, LLC

  • $771 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ZUO
Zuora Inc

Technology
Q2 2022 Filed on Jul 22, 2022
13,691
$8.35 - $15.36 $114K - $210K
Antares Pharma Inc
Q2 2022 Filed on Jul 22, 2022
25,000
N/A
BTCM
Bit Mining LTD

Technology
Q2 2022 Filed on Jul 22, 2022
1,250,000
$0.6 - $3.0 $750K - $3.75M
DISH
Dish Network Corp

Communication Services
Q2 2022 Filed on Jul 22, 2022
9,258
$16.52 - $33.5 $153K - $310K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2022 Filed on Jul 22, 2022
1,526
$108.57 - $135.98 $166K - $208K
DCT
Duck Creek Technologies, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
9,458
$14.85 - $19.55 $140K - $185K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
2,259
$94.02 - $198.2 $212K - $448K
MGV
Vanguard Mega Cap Value

ETFs
Q2 2022 Filed on Jul 22, 2022
2,340
$93.26 - $109.21 $218K - $256K
CDW
Cdw Corp

Technology
Q2 2022 Filed on Jul 22, 2022
4,938
$155.94 - $179.0 $770K - $884K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
846
$201.03 - $253.2 $170K - $214K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2022 Filed on Jul 22, 2022
10,557
$10.37 - $23.31 $109K - $246K
Aspen Technology Inc
Q2 2022 Filed on Jul 22, 2022
4,007
N/A
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
848
$175.67 - $240.27 $149K - $204K
COF
Capital One Financial Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,243
$102.11 - $141.85 $229K - $318K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2022 Filed on May 02, 2022
3,022
$100.07 - $101.54 $302K - $307K
PII
Polaris Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
2,306
$103.73 - $126.73 $239K - $292K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2022 Filed on May 02, 2022
5,927
$29.49 - $38.77 $175K - $230K
Zynga Inc
Q1 2022 Filed on May 02, 2022
15,378
N/A
HCM
Hutchmed (China) LTD

Healthcare
Q1 2022 Filed on May 02, 2022
7,059
$15.52 - $35.65 $110K - $252K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on May 02, 2022
2,543
$66.84 - $79.66 $170K - $203K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2022 Filed on May 02, 2022
30,000
$67.01 - $78.78 $2.01M - $2.36M
ATKR
Atkore Inc.

Industrials
Q1 2022 Filed on May 02, 2022
1,835
$93.38 - $119.16 $171K - $219K
XM
Qualtrics International Inc.

Technology
Q1 2022 Filed on May 02, 2022
9,415
$24.25 - $35.15 $228K - $331K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2022 Filed on May 02, 2022
471
$359.99 - $441.51 $170K - $208K
NTES
Net Ease, Inc.

Communication Services
Q1 2022 Filed on May 02, 2022
2,297
$71.53 - $107.86 $164K - $248K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Jan 26, 2022
3,182
$58.39 - $78.64 $186K - $250K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q4 2021 Filed on Jan 26, 2022
3,530
$150.88 - $163.01 $533K - $575K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Jan 26, 2022
6,724
$130.98 - $134.88 $881K - $907K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q4 2021 Filed on Jan 26, 2022
11,577
$38.24 - $42.82 $443K - $496K
ZOM
Zomedica Corp.

Healthcare
Q4 2021 Filed on Jan 26, 2022
10,000
$0.31 - $0.58 $3.1K - $5.8K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
109,630
$16.74 - $20.66 $1.84M - $2.26M
INUV
Inuvo, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
10,000
$0.49 - $0.8 $4.9K - $8K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2021 Filed on Jan 26, 2022
9,418
$26.84 - $27.37 $253K - $258K
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Nov 02, 2021
2,680
$65.37 - $89.39 $175K - $240K
NVS
Novartis Ag

Healthcare
Q3 2021 Filed on Nov 02, 2021
2,234
$81.78 - $95.14 $183K - $213K
BFB
Brown Forman Corp Cl B
Q3 2021 Filed on Nov 02, 2021
2,707
N/A
SIBN
Si Bone, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
8,544
$19.65 - $31.89 $168K - $272K
GLPG
Galapagos Nv

Healthcare
Q2 2021 Filed on Jul 15, 2021
2,938
$68.86 - $83.34 $202K - $245K
IXN
Ishares Global Information Tec

ETFs
Q2 2021 Filed on Jul 15, 2021
2,402
$50.33 - $56.35 $121K - $135K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
Q2 2021 Filed on Jul 15, 2021
89,338
$8.81 - $9.58 $787K - $856K
CANG
Cango Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 15, 2021
15,000
$5.1 - $8.49 $76.5K - $127K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
10,000
$15.45 - $21.3 $155K - $213K
Flir Sys Inc
Q2 2021 Filed on Jul 15, 2021
10,741
N/A
TQQQ
Proshares Ultrapro Qqq

ETFs
Q1 2021 Filed on Apr 19, 2021
2,000
$38.3 - $55.06 $76.6K - $110K
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on Apr 19, 2021
3,064
$192.84 - $265.16 $591K - $812K
IPOFU
Social Cap Hedosophia Hldgs CO
Q1 2021 Filed on Apr 19, 2021
75,000
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 19, 2021
131,200
N/A
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q1 2021 Filed on Apr 19, 2021
5,900
$32.86 - $37.5 $194K - $221K
Urovant Sciences LTD
Q1 2021 Filed on Apr 19, 2021
39,451
N/A
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