Moss Adams Wealth Advisors LLC Closed Holding Positions

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2023 Filed on Dec 20, 2023
10,366
$16.62 - $18.07 $172K - $187K
GREE
Greenidge Generation Holdings Inc.

Financial Services
Q2 2023 Filed on Dec 20, 2023
10,000
$0.34 - $3.86 $3.4K - $38.6K
DE
Deere & CO

Industrials
Q1 2023 Filed on Dec 20, 2023
578
$385.5 - $439.61 $223K - $254K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
Q1 2023 Filed on Dec 20, 2023
4
$48.72 - $56.08 $195 - $224
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2023 Filed on Dec 20, 2023
14
$88.06 - $99.54 $1.23K - $1.39K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2023 Filed on Dec 20, 2023
7,832
$126.74 - $147.12 $993K - $1.15M
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2023 Filed on Dec 20, 2023
4,836
$177.43 - $203.61 $858K - $985K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2023 Filed on Dec 20, 2023
2
$72.23 - $78.61 $144 - $157
TEL
Te Connectivity Ltd.

Technology
Q3 2023 Filed on Dec 20, 2023
1,792
$120.44 - $144.43 $216K - $259K
PSLV
Sprott Physical Silver Trust

Financial Services
Q3 2023 Filed on Dec 20, 2023
188,883
$7.58 - $8.6 $1.43M - $1.62M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2023 Filed on Dec 20, 2023
596
$117.3 - $124.97 $69.9K - $74.5K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2023 Filed on Dec 20, 2023
3,150
$29.36 - $29.7 $92.5K - $93.6K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2023 Filed on Dec 20, 2023
1,440
$25.7 - $26.69 $37K - $38.4K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2023 Filed on Dec 20, 2023
327
$45.36 - $47.24 $14.8K - $15.4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2023 Filed on Dec 20, 2023
7
$91.41 - $91.82 $640 - $643
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2023 Filed on Dec 20, 2023
7
$75.02 - $82.87 $525 - $580
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2023 Filed on Dec 20, 2023
170
$18.01 - $21.78 $3.06K - $3.7K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2023 Filed on Dec 20, 2023
1,381
$23.32 - $26.39 $32.2K - $36.4K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2023 Filed on Dec 20, 2023
142
$22.87 - $23.59 $3.25K - $3.35K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2023 Filed on Dec 20, 2023
151
$128.93 - $142.33 $19.5K - $21.5K
CSX
Csx Corp

Industrials
Q2 2023 Filed on Dec 20, 2023
7,138
$29.29 - $34.1 $209K - $243K
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