Lws Wealth Advisors, Inc. Closed Holding Positions

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Polarityte Inc
Q2 2022 Filed on Aug 05, 2022
69,220
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2022 Filed on May 10, 2022
4,862
$55.42 - $64.7 $269K - $315K
USCI
United States Commodity Index Funds Trust

ETFs
Q1 2022 Filed on May 10, 2022
11,439
$26.4 - $29.9 $302K - $342K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on May 10, 2022
80,407
$67.73 - $76.65 $5.45M - $6.16M
AMZN
Amazon Com Inc

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
61
$159.39 - $186.57 $9.72K - $11.4K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2021 Filed on Jul 23, 2021
10,490
$12.68 - $15.37 $133K - $161K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2021 Filed on Jul 23, 2021
133,115
$58.75 - $63.84 $7.82M - $8.5M
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Jul 23, 2021
189,408
$41.47 - $43.59 $7.85M - $8.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2021 Filed on Jul 23, 2021
3,880
$113.78 - $115.33 $441K - $447K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2021 Filed on Apr 29, 2021
2,998
$85.12 - $92.58 $255K - $278K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
3,436
$82.45 - $93.1 $283K - $320K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
249,674
$78.35 - $82.66 $19.6M - $20.6M
Centric Brands Inc
Q2 2020 Filed on Aug 05, 2020
28,699
N/A
Trovagene Inc
Q1 2020 Filed on May 04, 2020
156,394
N/A
VUG
Vanguard Growth ETF

ETFs
Q1 2020 Filed on May 04, 2020
50
$137.53 - $201.6 $6.88K - $10.1K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on May 04, 2020
1,405
$68.69 - $121.9 $96.5K - $171K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2020 Filed on May 04, 2020
261
$128.7 - $210.28 $33.6K - $54.9K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2020 Filed on May 04, 2020
1,916
$79.03 - $141.09 $151K - $270K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2020 Filed on May 04, 2020
83
$90.36 - $137.08 $7.5K - $11.4K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 04, 2020
1,213
$26.72 - $41.11 $32.4K - $49.9K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 04, 2020
320
$22.87 - $44.75 $7.32K - $14.3K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2020 Filed on May 04, 2020
1,257
$24.66 - $37.05 $31K - $46.6K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on May 04, 2020
2,147
$44.1 - $51.09 $94.7K - $110K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 04, 2020
233
$105.05 - $134.27 $24.5K - $31.3K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2020 Filed on May 04, 2020
33
$52.32 - $81.58 $1.73K - $2.69K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on May 04, 2020
166
$54.38 - $96.81 $9.03K - $16.1K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2020 Filed on May 04, 2020
111
$54.79 - $80.84 $6.08K - $8.97K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2020 Filed on May 04, 2020
3,086
$46.61 - $69.67 $144K - $215K
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