Lvw Advisors, LLC Closed Holding Positions

Lvw Advisors, LLC

  • $771 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2019 Filed on Aug 14, 2019
3,537
N/A
Celgene Corp
Q2 2019 Filed on Aug 14, 2019
3,543
N/A
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2019 Filed on Aug 14, 2019
9,132
N/A
Arya Sciences Acquisition CO
Q2 2019 Filed on Aug 14, 2019
24,100
N/A
PCAR
Paccar Inc

Industrials
Q2 2019 Filed on Aug 14, 2019
8,755
$65.82 - $72.23 $576K - $632K
CCL
Carnival Corp

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
12,727
$45.38 - $55.82 $578K - $710K
NEU
Newmarket Corp

Basic Materials
Q2 2019 Filed on Aug 14, 2019
542
$387.0 - $433.57 $210K - $235K
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
46,832
N/A
GIS
General Mills Inc

Consumer Defensive
Q1 2019 Filed on May 03, 2019
33,235
$38.43 - $51.8 $1.28M - $1.72M
General Electric CO
Q1 2019 Filed on May 03, 2019
12,059
N/A
Western Gas Equity Partners
Q1 2019 Filed on May 03, 2019
9,000
N/A
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2019 Filed on May 03, 2019
3,751
N/A
Enlink Midstream Partners LP
Q1 2019 Filed on May 03, 2019
17,525
N/A
Western Gas Partners LP
Q1 2019 Filed on May 03, 2019
6,650
N/A
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q1 2019 Filed on May 03, 2019
6,711
$43.24 - $51.69 $290K - $347K
Antero Midstream Partners LP
Q1 2019 Filed on May 03, 2019
10,000
N/A
VLO
Valero Energy Corp

Energy
Q4 2018 Filed on Feb 05, 2019
2,345
$68.94 - $119.99 $162K - $281K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
65,006
$17.82 - $19.07 $1.16M - $1.24M
Energy Transfer Partners LP
Q4 2018 Filed on Feb 05, 2019
18,125
N/A
O
Realty Income Corp

Real Estate
Q4 2018 Filed on Feb 05, 2019
45,728
$54.12 - $64.28 $2.47M - $2.94M
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
3,523
$78.02 - $105.69 $275K - $372K
Ca Inc
Q4 2018 Filed on Feb 05, 2019
30,428
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2018 Filed on Feb 05, 2019
12,786
N/A
CABO
Cable One, Inc.

Communication Services
Q4 2018 Filed on Feb 05, 2019
304
$774.1 - $918.65 $235K - $279K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
4,219
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2018 Filed on Nov 02, 2018
12,773
$14.29 - $14.75 $183K - $188K
LBTYK
Liberty Global PLC

Communication Services
Q3 2018 Filed on Nov 02, 2018
8,002
$25.22 - $28.51 $202K - $228K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2018 Filed on Nov 02, 2018
10,223
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q3 2018 Filed on Nov 02, 2018
50,000
$92.1 - $107.18 $4.61M - $5.36M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q2 2018 Filed on Jul 31, 2018
9,103
$21.52 - $23.04 $196K - $210K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2018 Filed on Jul 31, 2018
9,295
$36.91 - $37.71 $343K - $351K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q2 2018 Filed on Jul 31, 2018
58,012
$30.48 - $32.77 $1.77M - $1.9M
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
40,133
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2018 Filed on Jul 31, 2018
11,481
$13.26 - $14.53 $152K - $167K
Powershares ETF Trust
Q2 2018 Filed on Jul 31, 2018
16,475
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2018 Filed on Jul 31, 2018
28,113
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
13,804
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2018 Filed on Jul 31, 2018
4,129
N/A
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2018 Filed on Apr 20, 2018
8,427
$108.23 - $110.72 $912K - $933K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q1 2018 Filed on Apr 20, 2018
17,000
$40.58 - $44.75 $690K - $761K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q1 2018 Filed on Apr 20, 2018
7,904
$29.81 - $32.91 $236K - $260K
NSL
Nuveen Senior Income Fund

Financial Services
Q1 2018 Filed on Apr 20, 2018
51,025
$6.31 - $6.56 $322K - $335K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2018 Filed on Apr 20, 2018
52,782
$83.38 - $83.82 $4.4M - $4.42M
Dominion Energy Midstrm Prtn
Q4 2017 Filed on Feb 12, 2018
14,725
N/A
GM
General Motors CO

Consumer Cyclical
Q4 2017 Filed on Feb 12, 2018
5,720
$40.81 - $46.48 $233K - $266K
Eqt Gp Hldgs LP
Q4 2017 Filed on Feb 12, 2018
9,200
N/A
Eqt Midstream Partners LP
Q4 2017 Filed on Feb 12, 2018
3,550
N/A
Valero Energy Partners LP
Q4 2017 Filed on Feb 12, 2018
6,500
N/A
FTSL
First Trust Senior Ln Fund

ETFs
Q3 2017 Filed on Nov 09, 2017
483,571
$48.16 - $48.19 $23.3M - $23.3M
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