Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VPU
Vanguard Utilities ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
631
$138.76 - $148.08 $87.6K - $93.4K
ZUO
Zuora Inc

Technology
Q2 2021 Filed on Aug 16, 2021
120
$14.43 - $18.38 $1.73K - $2.21K
NVT
N Vent Electric PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
350
$28.14 - $33.02 $9.85K - $11.6K
EXC
Exelon Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
5,137
$30.75 - $33.6 $158K - $173K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
1,040
$69.98 - $74.67 $72.8K - $77.7K
DBP
Invesco Db Precious Metals Fund

ETFs
Q2 2021 Filed on Aug 16, 2021
1,570
$47.93 - $53.25 $75.3K - $83.6K
INSG
Inseego Corp.

Technology
Q2 2021 Filed on Aug 16, 2021
1,000
$7.46 - $10.55 $7.46K - $10.6K
IDXX
Idexx Laboratories Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
243
$486.36 - $637.08 $118K - $155K
HPQ
Hp Inc

Technology
Q2 2021 Filed on Aug 16, 2021
306
$28.64 - $35.57 $8.76K - $10.9K
HES
Hess Corp

Energy
Q2 2021 Filed on Aug 16, 2021
200
$67.02 - $90.66 $13.4K - $18.1K
HELE
Helen Of Troy LTD

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
200
$206.08 - $231.1 $41.2K - $46.2K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
325
$91.03 - $99.99 $29.6K - $32.5K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
1,522
$69.1 - $91.88 $105K - $140K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
1,202
$40.14 - $44.07 $48.2K - $53K
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2021 Filed on Aug 16, 2021
125
$255.46 - $278.69 $31.9K - $34.8K
SLV
I Shares Silver Trust

ETFs
Q2 2021 Filed on Aug 16, 2021
292
$23.04 - $26.19 $6.73K - $7.65K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2021 Filed on Aug 16, 2021
641
$143.08 - $152.26 $91.7K - $97.6K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
244
$85.09 - $92.2 $20.8K - $22.5K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
101
$47.06 - $56.86 $4.75K - $5.74K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
545
$74.16 - $80.53 $40.4K - $43.9K
PRN
Invesco Dwa Industrials Moment

ETFs
Q2 2021 Filed on Aug 16, 2021
93
$95.7 - $104.57 $8.9K - $9.73K
GER
Goldman Sachs Mlp & Energy Renaissance Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
347
$9.79 - $12.57 $3.4K - $4.36K
GXTG
Global X Fds Thematic Growth E

ETFs
Q2 2021 Filed on Aug 16, 2021
241
$44.01 - $52.26 $10.6K - $12.6K
FVRR
Fiverr International Ltd.

Communication Services
Q2 2021 Filed on Aug 16, 2021
135
$157.97 - $252.15 $21.3K - $34K
FIVE
Five Below, Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
150
$177.87 - $202.86 $26.7K - $30.4K
IFV
First Trust Dorsey Wright Inte

ETFs
Q2 2021 Filed on Aug 16, 2021
627
$23.14 - $25.12 $14.5K - $15.8K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2021 Filed on Aug 16, 2021
1,507
$54.47 - $70.0 $82.1K - $105K
FEMB
First Tr ETF Emerging Markets

ETFs
Q2 2021 Filed on Aug 16, 2021
537
$34.51 - $36.22 $18.5K - $19.5K
FITB
Fifth Third Bancorp

Financial Services
Q2 2021 Filed on Aug 16, 2021
84
$36.44 - $42.9 $3.06K - $3.6K
Federal Rlty Invt Tr
Q2 2021 Filed on Aug 16, 2021
604
N/A
FSLY
Fastly, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
20
$39.98 - $71.92 $800 - $1.44K
FORM
Formfactor Inc

Technology
Q2 2021 Filed on Aug 16, 2021
13
$33.07 - $51.12 $430 - $665
GPC
Genuine Parts CO

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
51
$115.72 - $133.6 $5.9K - $6.81K
EDOC
Global X Fds Telemedicine & Di

ETFs
Q2 2021 Filed on Aug 16, 2021
829
$17.5 - $20.26 $14.5K - $16.8K
MLPA
Global X Mlp ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
0
$33.53 - $41.32 $0 - $0
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2021 Filed on Aug 16, 2021
1,394
$25.55 - $28.58 $35.6K - $39.8K
GOEX
Global X Gold Explorers ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
81
$30.18 - $36.2 $2.44K - $2.93K
GPN
Global Payments Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
450
$187.52 - $219.24 $84.4K - $98.7K
ROCK
Gibraltar Industries, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
500
$73.38 - $95.65 $36.7K - $47.8K
GEVO
Gevo, Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
1,500
$4.76 - $9.97 $7.14K - $15K
GTY
Getty Realty Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
4,414
$28.82 - $34.08 $127K - $150K
IYM
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
500
$126.01 - $141.25 $63K - $70.6K
IHE
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
458
$174.94 - $189.58 $80.1K - $86.8K
MTCH
Match Group, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
29
$136.81 - $164.27 $3.97K - $4.76K
Magyar Bancorp Inc
Q2 2021 Filed on Aug 16, 2021
2,000
N/A
VRE
Veris Residential, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
500
$15.52 - $17.93 $7.76K - $8.97K
MAC
Macerich CO

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,567
$11.86 - $18.49 $18.6K - $29K
LYFT
Lyft, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
1,829
$46.02 - $64.64 $84.2K - $118K
RAMP
Live Ramp Holdings, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
1
$41.5 - $53.6 $41.5 - $53.6
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