Riverpoint Wealth Management Holdings, LLC Closed Holding Positions

Riverpoint Wealth Management Holdings, LLC

  • $390 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AVGO
Broadcom Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
500
$475.95 - $674.28 $238K - $337K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
2,721
$115.39 - $116.62 $314K - $317K
INTF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
20,258
$28.11 - $30.24 $569K - $613K
VUG
Vanguard Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
700
$287.0 - $325.67 $201K - $228K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Feb 11, 2022
25,904
$33.67 - $35.96 $872K - $932K
QDF
Flexshares Quality Dividend In

ETFs
Q4 2021 Filed on Feb 11, 2022
19,994
$55.8 - $61.59 $1.12M - $1.23M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q4 2021 Filed on Feb 11, 2022
9,749
$35.85 - $38.24 $350K - $373K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
12,548
$73.18 - $84.81 $918K - $1.06M
FTC
First Tr Lge Cap Growth

ETFs
Q4 2021 Filed on Feb 11, 2022
4,918
$109.29 - $124.15 $537K - $611K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
8,770
$32.88 - $37.84 $288K - $332K
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 05, 2021
1,109
N/A
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2021 Filed on Aug 10, 2021
2,675
$95.36 - $96.62 $255K - $258K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2021 Filed on Aug 10, 2021
9,812
$159.69 - $175.61 $1.57M - $1.72M
Ishares Gold Tr
Q2 2021 Filed on Aug 10, 2021
26,145
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2021 Filed on May 04, 2021
7,141
$67.48 - $73.47 $482K - $525K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2021 Filed on May 04, 2021
48,895
$36.33 - $38.6 $1.78M - $1.89M
REET
Ishares Global Reit ETF

ETFs
Q2 2020 Filed on Aug 03, 2020
20,981
$17.29 - $23.44 $363K - $492K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2020 Filed on Aug 03, 2020
6,096
$50.9 - $64.65 $310K - $394K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Aug 03, 2020
5,702
$44.63 - $51.65 $254K - $295K
RVT
Royce Value Trust, Inc.

Financial Services
Q1 2020 Filed on May 11, 2020
11,542
$7.9 - $15.31 $91.2K - $177K
Alps ETF Tr
Q1 2020 Filed on May 11, 2020
20,390
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2020 Filed on May 11, 2020
2,316
$59.73 - $99.87 $138K - $231K
Spartan Mtrs Inc
Q1 2019 Filed on May 14, 2019
14,192
N/A
Aetna Inc New
Q4 2018 Filed on Feb 13, 2019
1,040
N/A
XLE
Energy Sector Spdr

ETFs
Q4 2018 Filed on Feb 13, 2019
8,032
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 27, 2018
37,186
N/A
FAB
First Tr Multi Cap Value Alpha

ETFs
Q2 2018 Filed on Jul 27, 2018
3,991
$53.15 - $57.42 $212K - $229K
Celgene Corp
Q4 2017 Filed on Feb 13, 2018
1,519
N/A
General Electric CO
Q4 2017 Filed on Feb 13, 2018
9,245
N/A
IEZ
Ishares Tr

ETFs
Q4 2017 Filed on Feb 13, 2018
16,832
N/A
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