Pure Financial Advisors, LLC Closed Holding Positions

Pure Financial Advisors, LLC

  • $4.03 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JWN
Nordstrom Inc

Consumer Cyclical
Q2 2022 Filed on Jul 08, 2022
7,426
$20.68 - $29.12 $154K - $216K
TDC
Teradata Corp

Technology
Q2 2022 Filed on Jul 08, 2022
8,518
$33.76 - $49.18 $288K - $419K
FTNT
Fortinet, Inc.

Technology
Q2 2022 Filed on Jul 08, 2022
632
$49.04 - $69.34 $31K - $43.8K
Evoke Pharma Inc
Q2 2022 Filed on Jul 08, 2022
17,647
N/A
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q2 2022 Filed on Jul 08, 2022
1,150
$74.83 - $89.39 $86.1K - $103K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q1 2022 Filed on Apr 12, 2022
4,773
$49.13 - $52.58 $234K - $251K
Credit Suisse Ag Nassau Brh
Q4 2021 Filed on Jan 12, 2022
401
N/A
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q3 2021 Filed on Oct 07, 2021
6,392
$55.13 - $55.99 $352K - $358K
ET
Energy Transfer LP

Energy
Q3 2021 Filed on Oct 07, 2021
15,414
$8.73 - $10.71 $135K - $165K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Oct 07, 2021
498
$405.61 - $524.84 $202K - $261K
EDV
Vanguard Extended Duration Tre

ETFs
Q3 2021 Filed on Oct 07, 2021
1,989
$135.0 - $144.99 $269K - $288K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q3 2021 Filed on Oct 07, 2021
16,183
$5.73 - $6.27 $92.7K - $101K
CRF
Cornerstone Total Return Fund Inc

Financial Services
Q3 2021 Filed on Oct 07, 2021
249,614
$11.12 - $13.09 $2.78M - $3.27M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q3 2021 Filed on Oct 07, 2021
247,354
$11.44 - $13.19 $2.83M - $3.26M
IAU
Ishares Gold Trust

ETFs
Q3 2021 Filed on Oct 07, 2021
20,934
$32.85 - $34.83 $688K - $729K
JNPR
Juniper Networks Inc

Technology
Q2 2021 Filed on Jul 09, 2021
8,154
$25.07 - $28.93 $204K - $236K
Ishares Gold Tr
Q2 2021 Filed on Jul 09, 2021
41,917
N/A
TTC
Toro CO

Industrials
Q3 2020 Filed on Oct 07, 2020
4,800
$64.5 - $85.51 $310K - $410K
United Technologies Corp
Q2 2020 Filed on Jul 08, 2020
3,077
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2020 Filed on Jul 08, 2020
3,093
$132.55 - $133.72 $410K - $414K
Aon PLC
Q2 2020 Filed on Jul 08, 2020
7,319
N/A
Allergan PLC
Q2 2020 Filed on Jul 08, 2020
2,156
N/A
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on Apr 07, 2020
28,300
$17.27 - $26.2 $489K - $741K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2020 Filed on Apr 07, 2020
30,185
$31.74 - $50.24 $958K - $1.52M
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
7,195
$59.3 - $107.65 $427K - $775K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2019 Filed on Jan 09, 2020
10,281
$14.88 - $16.13 $153K - $166K
MDT
Medtronic PLC

Healthcare
Q3 2019 Filed on Oct 09, 2019
3,416
$98.02 - $111.18 $335K - $380K
VRSN
Verisign Inc

Technology
Q3 2019 Filed on Oct 09, 2019
1,000
$186.78 - $221.04 $187K - $221K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2019 Filed on Oct 09, 2019
15,000
$5.71 - $6.49 $85.7K - $97.4K
MSCI
Msci Inc.

Financial Services
Q3 2019 Filed on Oct 09, 2019
1,830
$209.24 - $245.73 $383K - $450K
VSAT
Viasat Inc

Technology
Q3 2019 Filed on Oct 09, 2019
3,107
$75.18 - $84.21 $234K - $262K
Electronics For Imaging Inc
Q3 2019 Filed on Oct 09, 2019
196,733
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 11, 2019
10,436
N/A
CNP
Centerpoint Energy Inc

Utilities
Q2 2019 Filed on Jul 11, 2019
6,563
$28.27 - $31.15 $186K - $204K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 05, 2019
10,566
N/A
SSO
Proshares Ultra S&P 500

ETFs
Q1 2019 Filed on Apr 05, 2019
2,500
N/A
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q1 2019 Filed on Apr 05, 2019
8,411
N/A
Tocagen Inc
Q1 2019 Filed on Apr 05, 2019
78,933
N/A
Cigna Corporation
Q1 2019 Filed on Apr 05, 2019
1,092
N/A
PXI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 05, 2019
7,069
N/A
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Jan 11, 2019
895
$157.12 - $227.4 $141K - $204K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q4 2017 Filed on Jan 10, 2018
4,081
$50.01 - $50.5 $204K - $206K
Track This Portfolio

Track Pure Financial Advisors, LLC Portfolio

Follow Pure Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email