Platte River Wealth Advisors, LLC Closed Holding Positions

Platte River Wealth Advisors, LLC

  • $378 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EA
Electronic Arts Inc.

Communication Services
Q2 2022 Filed on Jul 08, 2022
1,801
$111.6 - $141.5 $201K - $255K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Jul 08, 2022
4,447
$90.7 - $106.19 $403K - $472K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Jul 08, 2022
82,495
$14.34 - $21.54 $1.18M - $1.78M
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Jul 08, 2022
10,829
$94.62 - $134.53 $1.02M - $1.46M
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on Apr 19, 2022
14,525
$190.54 - $255.46 $2.77M - $3.71M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on Apr 19, 2022
11,032
$34.86 - $39.14 $385K - $432K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Jan 12, 2022
10,762
$47.81 - $52.33 $515K - $563K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Jan 12, 2022
147,500
$40.07 - $44.51 $5.91M - $6.57M
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Jan 12, 2022
31,960
$47.44 - $52.5 $1.52M - $1.68M
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 12, 2022
1,336
$170.04 - $183.66 $227K - $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 12, 2022
1,100
$179.32 - $271.7 $197K - $299K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
16,971
$145.08 - $221.87 $2.46M - $3.77M
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
920
$219.29 - $299.67 $202K - $276K
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2021 Filed on Oct 20, 2021
5,555
$29.96 - $37.5 $166K - $208K
GPN
Global Payments Inc

Industrials
Q2 2021 Filed on Jul 15, 2021
1,105
$187.52 - $219.24 $207K - $242K
INVH
Invitation Homes Inc.

Real Estate
Q1 2021 Filed on Apr 12, 2021
44,367
$28.42 - $32.3 $1.26M - $1.43M
PKI
Perkinelmer Inc

Healthcare
Q1 2021 Filed on Apr 12, 2021
1,800
$120.35 - $160.53 $217K - $289K
CME
Cme Group Inc.

Financial Services
Q1 2021 Filed on Apr 12, 2021
3,960
$178.79 - $214.04 $708K - $848K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
1,085
$207.01 - $276.09 $225K - $300K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2020 Filed on Jan 22, 2021
3,771
$57.74 - $65.43 $218K - $247K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2020 Filed on Jan 22, 2021
45,247
$130.38 - $157.31 $5.9M - $7.12M
CVS
Cvs Health Corp

Healthcare
Q3 2020 Filed on Nov 04, 2020
7,793
$56.71 - $65.71 $442K - $512K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2020 Filed on Nov 04, 2020
3,364
$82.72 - $94.57 $278K - $318K
VB
Vanguard Small Cap ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
9,603
$143.34 - $162.04 $1.38M - $1.56M
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Jul 07, 2020
6,108
$85.19 - $131.13 $520K - $801K
MFC
Manulife Financial Corp

Financial Services
Q2 2020 Filed on Jul 07, 2020
42,330
$11.34 - $15.04 $480K - $637K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2020 Filed on Jul 07, 2020
2,970
$104.62 - $153.09 $311K - $455K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2020 Filed on Jul 07, 2020
11,605
$37.92 - $55.64 $440K - $646K
BA
Boeing CO

Industrials
Q2 2020 Filed on Jul 07, 2020
2,710
$120.0 - $230.5 $325K - $625K
C
Citigroup Inc

Financial Services
Q2 2020 Filed on Jul 07, 2020
13,983
$37.49 - $61.24 $524K - $856K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2020 Filed on Jul 07, 2020
7,066
$45.29 - $69.3 $320K - $490K
RWX
Spdr Dow Jones International R

ETFs
Q2 2020 Filed on Jul 07, 2020
16,751
$24.67 - $31.96 $413K - $535K
ICLN
Ishares

ETFs
Q2 2020 Filed on Jul 07, 2020
77,925
$9.19 - $12.96 $716K - $1.01M
LVHD
Franklin U.S. Low Volatility H

ETFs
Q2 2020 Filed on Jul 07, 2020
10,783
$24.39 - $31.96 $263K - $345K
AZO
Autozone Inc

Consumer Cyclical
Q2 2020 Filed on Jul 07, 2020
731
$776.86 - $1164.42 $568K - $851K
AVGO
Broadcom Inc.

Technology
Q2 2020 Filed on Jul 07, 2020
2,500
$223.63 - $318.71 $559K - $797K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2020 Filed on Jul 07, 2020
76,206
$31.83 - $40.85 $2.43M - $3.11M
EPR
Epr Properties

Real Estate
Q2 2020 Filed on Jul 07, 2020
10,588
$19.8 - $44.0 $210K - $466K
VT
Vanguard Total World Stk Index

ETFs
Q2 2020 Filed on Jul 07, 2020
5,469
$60.03 - $78.43 $328K - $429K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 07, 2020
402
$1230.68 - $1840.91 $495K - $740K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2020 Filed on Jul 07, 2020
2,000
$81.83 - $118.04 $164K - $236K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2020 Filed on Jul 07, 2020
9,204
$50.9 - $64.65 $468K - $595K
URI
United Rentals, Inc.

Industrials
Q2 2020 Filed on Jul 07, 2020
2,000
$91.07 - $161.36 $182K - $323K
VZ
Verizon Communications Inc

Communication Services
Q2 2020 Filed on Jul 07, 2020
3,737
$52.92 - $58.46 $198K - $218K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2020 Filed on Jul 07, 2020
2,715
$75.66 - $107.24 $205K - $291K
TEL
Te Connectivity Ltd.

Technology
Q2 2020 Filed on Jul 07, 2020
8,685
$58.69 - $91.65 $510K - $796K
IEF
Ishares Barclays

ETFs
Q2 2020 Filed on Jul 07, 2020
2,664
$119.77 - $122.41 $319K - $326K
SU
Suncor Energy Inc

Energy
Q2 2020 Filed on Jul 07, 2020
25,742
$14.31 - $21.28 $368K - $548K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2020 Filed on Jul 07, 2020
2,906
$81.78 - $83.12 $238K - $242K
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