Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

$958 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
OKTA Okta, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	50	$210.72 - $285.35 $10.5K - $14.3K
PFG Principal Financial Group Inc Financial Services	Q2 2021 Filed on Aug 16, 2021	506	$59.74 - $66.87 $30.2K - $33.8K
PFS Provident Financial Services Inc Financial Services	Q2 2021 Filed on Aug 16, 2021	6,337	$22.45 - $25.61 $142K - $162K
SFL Sfl Corp Ltd. Industrials	Q2 2021 Filed on Aug 16, 2021	25	$7.37 - $8.94 $184 - $224
SCHG Schwab Strategic Tr Us Large C ETFs	Q2 2021 Filed on Aug 16, 2021	175	$65.3 - $73.24 $11.4K - $12.8K
SGMO Sangamo Therapeutics, Inc Healthcare	Q2 2021 Filed on Aug 16, 2021	308	$10.17 - $12.64 $3.13K - $3.89K
RHP Ryman Hospitality Properties, Inc. Real Estate	Q2 2021 Filed on Aug 16, 2021	4	$70.07 - $83.77 $280 - $335
RCL Royal Caribbean Cruises LTD Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	45	$78.05 - $96.98 $3.51K - $4.36K
RH Rh Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	12	$587.56 - $720.01 $7.05K - $8.64K
RXT Rackspace Technology, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	5	$18.28 - $26.07 $91.4 - $130
QTRX Quanterix Corp Healthcare	Q2 2021 Filed on Aug 16, 2021	100	$43.3 - $67.17 $4.33K - $6.72K
SNPS Synopsys Inc Technology	Q2 2021 Filed on Aug 16, 2021	59	$228.54 - $276.18 $13.5K - $16.3K
TCHP T Rowe Price Exchange Traded F Technology	Q2 2021 Filed on Aug 16, 2021	585	$28.31 - $31.76 $16.6K - $18.6K
Wisdomtree Tr	Q2 2021 Filed on Aug 16, 2021	884	N/A
DGS Wisdomtree Emerging Markets Sm ETFs	Q2 2021 Filed on Aug 16, 2021	1,128	$51.32 - $55.14 $57.9K - $62.2K
ELD Wisdomtree Emerging Local Debt ETFs	Q2 2021 Filed on Aug 16, 2021	582	$32.17 - $33.48 $18.7K - $19.5K
DDWM Wisdomtree Tr Currency Hedged ETFs	Q2 2021 Filed on Aug 16, 2021	283	$29.96 - $31.68 $8.48K - $8.97K
MTGP Wisdomtree Tree Mortgage Plus ETFs	Q2 2021 Filed on Aug 16, 2021	266	$50.76 - $51.08 $13.5K - $13.6K
DGRE Wisdomtree Tr Emerging Mkts Qu ETFs	Q2 2021 Filed on Aug 16, 2021	2,867	$28.78 - $30.88 $82.5K - $88.5K
WFHY Wisdomtree U.S. High Yield Cor ETFs	Q2 2021 Filed on Aug 16, 2021	1,053	$52.06 - $52.77 $54.8K - $55.6K
SHAG Wisdomtree Yield Enhanced U.S.	Q2 2021 Filed on Aug 16, 2021	251	N/A
IHDG Wisdomtree Tr ETFs	Q2 2021 Filed on Aug 16, 2021	1,535	$41.62 - $44.6 $63.9K - $68.5K
WFIG Wisdomtree U.S. Corporate Bond ETFs	Q2 2021 Filed on Aug 16, 2021	1,550	$52.41 - $54.58 $81.2K - $84.6K
ZOM Zomedica Corp. Healthcare	Q2 2021 Filed on Aug 16, 2021	350	$0.72 - $1.46 $252 - $511
ZBRA Zebra Technologies Corp Technology	Q2 2021 Filed on Aug 16, 2021	15	$464.39 - $536.06 $6.97K - $8.04K
XYL Xylem Inc. Industrials	Q2 2021 Filed on Aug 16, 2021	42	$104.64 - $119.96 $4.39K - $5.04K
WPC W. P. Carey Inc. Real Estate	Q2 2021 Filed on Aug 16, 2021	1,062	$70.57 - $78.29 $74.9K - $83.1K
WKHS Workhorse Group Inc. Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	2,843	$7.48 - $17.2 $21.3K - $48.9K
WDAY Workday, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	20	$221.24 - $265.93 $4.42K - $5.32K
WIX Wix.Com Ltd. Technology	Q2 2021 Filed on Aug 16, 2021	50	$222.0 - $324.25 $11.1K - $16.2K
HYZD Wisdomtree Tr Interest Rate He ETFs	Q2 2021 Filed on Aug 16, 2021	2,331	$22.0 - $22.27 $51.3K - $51.9K
IQDG Wisdomtree Tr Intl Quality Div ETFs	Q2 2021 Filed on Aug 16, 2021	2,223	$37.46 - $40.85 $83.3K - $90.8K
DWMF Wisdomtree Tr Intl Multifactor Industrials	Q2 2021 Filed on Aug 16, 2021	1,324	$25.46 - $26.84 $33.7K - $35.5K
BND Vanguard Bd Index Fd Inc Total ETFs	Q2 2021 Filed on Aug 16, 2021	320	$84.67 - $85.92 $27.1K - $27.5K
BJK Vaneck ETF Tr Vaneck Gaming Et ETFs	Q2 2021 Filed on Aug 16, 2021	1,014	$50.44 - $56.69 $51.1K - $57.5K
VFC V F Corp Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	11	$76.61 - $90.05 $843 - $991
UNTY Unity Bancorp Inc Financial Services	Q2 2021 Filed on Aug 16, 2021	791	$20.57 - $24.38 $16.3K - $19.3K
TRN Trinity Industries Inc Industrials	Q2 2021 Filed on Aug 16, 2021	200	$25.57 - $29.92 $5.11K - $5.98K
TDG Trans Digm Group Inc Industrials	Q2 2021 Filed on Aug 16, 2021	99	$578.24 - $682.63 $57.2K - $67.6K
Teva Pharmaceutical Fin LLC	Q2 2021 Filed on Aug 16, 2021	5,000	N/A
TPR Tapestry, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	252	$41.03 - $49.12 $10.3K - $12.4K
BIV Vanguard Bd Index Fd Inc Inter ETFs	Q2 2021 Filed on Aug 16, 2021	15	$88.27 - $90.15 $1.32K - $1.35K
VCIT Vanguard Intermediate Term Cor ETFs	Q2 2021 Filed on Aug 16, 2021	76	$92.83 - $95.07 $7.06K - $7.23K
DLS Wisdomtree Tr Intl Small Cap D ETFs	Q2 2021 Filed on Aug 16, 2021	538	$73.07 - $77.75 $39.3K - $41.8K
DLN Wisdomtree Tr U.S Largecap Div ETFs	Q2 2021 Filed on Aug 16, 2021	47	$57.63 - $60.69 $2.71K - $2.85K
EES Wisdomtree U.S. Smallcap Fund ETFs	Q2 2021 Filed on Aug 16, 2021	56	$46.72 - $51.33 $2.62K - $2.87K
DES Wisdomtree Tr U.S. Smallcap Di ETFs	Q2 2021 Filed on Aug 16, 2021	1,917	$31.27 - $33.51 $59.9K - $64.2K
SFIG Wisdomtree U.S. Short Term Cor ETFs	Q2 2021 Filed on Aug 16, 2021	292	$51.27 - $51.66 $15K - $15.1K
VNO Vornado Realty Trust Real Estate	Q2 2021 Filed on Aug 16, 2021	1,026	$44.27 - $50.28 $45.4K - $51.6K
Vg Acquisition Corp	Q2 2021 Filed on Aug 16, 2021	100	N/A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.