Lwm Advisory Services, LLC Closed Holding Positions

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LSXMA
Liberty Media Corp

Communication Services
Q2 2022 Filed on Aug 15, 2022
5,179
$34.9 - $46.07 $181K - $239K
AKAM
Akamai Technologies Inc

Technology
Q2 2022 Filed on Aug 15, 2022
1,837
$87.46 - $121.92 $161K - $224K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2022 Filed on Aug 15, 2022
6,604
$50.05 - $51.06 $331K - $337K
UBER
Uber Technologies, Inc

Technology
Q2 2022 Filed on Aug 15, 2022
9,064
$20.46 - $36.51 $185K - $331K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
1,146
$139.3 - $249.32 $160K - $286K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
6,118
$30.84 - $38.22 $189K - $234K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
Q2 2022 Filed on Aug 15, 2022
5,701
$35.29 - $42.02 $201K - $240K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2022 Filed on Aug 15, 2022
5,049
$66.21 - $77.92 $334K - $393K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2022 Filed on Aug 15, 2022
7,791
$49.84 - $51.62 $388K - $402K
EEMA
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Aug 15, 2022
2,907
$65.13 - $76.58 $189K - $223K
OMFS
Invesco Exchange Traded Self I

ETFs
Q2 2022 Filed on Aug 15, 2022
20,882
$32.72 - $39.88 $683K - $833K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q2 2022 Filed on Aug 15, 2022
4,600
$108.31 - $134.52 $498K - $619K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
109
$1748.99 - $2374.97 $191K - $259K
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,831
$188.7 - $283.72 $346K - $519K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 09, 2022
5,616
$44.97 - $51.68 $253K - $290K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
944
$234.8 - $367.94 $222K - $347K
JBI
Janus International Group, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
15,369
$8.7 - $12.3 $134K - $189K
ACN
Accenture PLC

Technology
Q1 2022 Filed on May 09, 2022
570
$301.62 - $407.21 $172K - $232K
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