Ridgecrest Wealth Partners, LLC Closed Holding Positions

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2022 Filed on Jul 29, 2022
5,398
$91.41 - $91.49 $493K - $494K
SENS
Senseonics Holdings, Inc.

Healthcare
Q2 2022 Filed on Jul 29, 2022
100,000
$0.94 - $1.94 $94K - $194K
COUP
Coupa Software Inc

Technology
Q2 2022 Filed on Jul 29, 2022
8,100
$50.91 - $108.6 $412K - $880K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on Apr 26, 2022
23,175
$51.44 - $54.88 $1.19M - $1.27M
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
6,886
$120.56 - $161.25 $830K - $1.11M
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
3,549
$190.54 - $255.46 $676K - $907K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on Apr 26, 2022
25,300
$50.1 - $50.39 $1.27M - $1.27M
VGSH
Vanguard

ETFs
Q1 2022 Filed on Apr 26, 2022
21,700
$59.19 - $60.79 $1.28M - $1.32M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2022 Filed on Apr 26, 2022
11,000
$47.3 - $49.17 $520K - $541K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q1 2022 Filed on Apr 26, 2022
11,139
$49.19 - $51.02 $548K - $568K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on Apr 26, 2022
19,500
$29.62 - $30.41 $578K - $593K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2022 Filed on Apr 26, 2022
10,508
$54.36 - $59.32 $571K - $623K
PULS
Pgim ETF Tr

ETFs
Q1 2022 Filed on Apr 26, 2022
15,756
$49.16 - $49.5 $775K - $780K
FTSD
Franklin ETF Tr Liberty Short

ETFs
Q1 2022 Filed on Apr 26, 2022
3,680
$92.0 - $93.96 $339K - $346K
GBIL
Goldman Sachs Access Treasury

ETFs
Q1 2022 Filed on Apr 26, 2022
5,798
$99.92 - $100.05 $579K - $580K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
2,090
$115.39 - $116.62 $241K - $244K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
11,791
$78.55 - $84.59 $926K - $997K
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