Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $958 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
Q2 2021 Filed on Aug 16, 2021
712
$27.46 - $29.46 $19.6K - $21K
MESO
Mesoblast LTD

Healthcare
Q2 2021 Filed on Aug 16, 2021
150
$6.69 - $9.0 $1K - $1.35K
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
200
$37.14 - $44.16 $7.43K - $8.83K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,142
$15.18 - $16.01 $32.5K - $34.3K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q2 2021 Filed on Aug 16, 2021
32
$57.58 - $64.67 $1.84K - $2.07K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
120
$26.11 - $33.71 $3.13K - $4.05K
Northern Star Acquisition CO
Q2 2021 Filed on Aug 16, 2021
130
N/A
NKLA
Nikola Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
3
$9.65 - $18.93 $29 - $56.8
NCR
Ncr Corp

Technology
Q2 2021 Filed on Aug 16, 2021
4
$37.94 - $49.4 $152 - $198
NNOX
Nano X Imaging Ltd.

Healthcare
Q2 2021 Filed on Aug 16, 2021
40
$19.8 - $48.55 $792 - $1.94K
MSEX
Middlesex Water CO

Utilities
Q2 2021 Filed on Aug 16, 2021
600
$77.58 - $88.0 $46.5K - $52.8K
CBLS
Listed Fds Tr Changebridge Cap

ETFs
Q2 2021 Filed on Aug 16, 2021
500
$25.07 - $27.79 $12.5K - $13.9K
Listed Fd Tr
Q2 2021 Filed on Aug 16, 2021
500
N/A
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2021 Filed on Aug 16, 2021
331
$77.05 - $83.36 $25.5K - $27.6K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2021 Filed on Aug 16, 2021
966
$102.28 - $108.72 $98.8K - $105K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q2 2021 Filed on Aug 16, 2021
15
$54.55 - $55.32 $818 - $830
IWY
Ishares Tr Russell 200 Growth

ETFs
Q2 2021 Filed on Aug 16, 2021
81
$136.12 - $150.82 $11K - $12.2K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
42
$387.58 - $454.22 $16.3K - $19.1K
ITB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
200
$66.57 - $77.09 $13.3K - $15.4K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2021 Filed on Aug 16, 2021
986
$69.41 - $73.87 $68.4K - $72.8K
ICLN
Ishares

ETFs
Q2 2021 Filed on Aug 16, 2021
7,203
$20.71 - $24.62 $149K - $177K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2021 Filed on Aug 16, 2021
20
$333.59 - $395.13 $6.67K - $7.9K
LRNZ
Trueshares Technology, Ai & De

ETFs
Q2 2021 Filed on Aug 16, 2021
100
$36.79 - $46.52 $3.68K - $4.65K
LSXMA
Liberty Media Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
140
$40.75 - $47.42 $5.71K - $6.64K
LMND
Lemonade, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
50
$60.17 - $111.9 $3.01K - $5.6K
LCI
Lannett CO Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
550
$4.17 - $5.74 $2.29K - $3.16K
KBNT
Kubient, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
3,000
$4.05 - $7.53 $12.2K - $22.6K
KEY
Keycorp

Financial Services
Q2 2021 Filed on Aug 16, 2021
78
$19.84 - $23.52 $1.55K - $1.83K
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 16, 2021
46
N/A
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2021 Filed on Aug 16, 2021
25
$76.82 - $82.21 $1.92K - $2.06K
NVT
N Vent Electric PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
350
$28.14 - $33.02 $9.85K - $11.6K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2021 Filed on Aug 16, 2021
1,778
$68.32 - $82.2 $121K - $146K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
696
$132.75 - $155.13 $92.4K - $108K
PAGS
Pag Seguro Digital Ltd.

Technology
Q2 2021 Filed on Aug 16, 2021
800
$38.54 - $56.43 $30.8K - $45.1K
CLLS
Cellectis S.A.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,035
$14.36 - $20.93 $29.2K - $42.6K
PNR
Pentair PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
350
$60.81 - $70.68 $21.3K - $24.7K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q2 2021 Filed on Aug 16, 2021
58
$8.1 - $12.23 $470 - $709
PSX
Phillips 66

Energy
Q2 2021 Filed on Aug 16, 2021
1,648
$74.95 - $92.56 $124K - $153K
PDI
Pimco Dynamic Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
5,888
$28.0 - $29.6 $165K - $174K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2021 Filed on Aug 16, 2021
744
$101.67 - $101.97 $75.6K - $75.9K
PNW
Pinnacle West Capital Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
57
$81.05 - $88.12 $4.62K - $5.02K
PAA
Plains All American Pipeline LP

Energy
Q2 2021 Filed on Aug 16, 2021
400
$8.91 - $12.28 $3.56K - $4.91K
PPL
Ppl Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
1,178
$27.61 - $29.5 $32.5K - $34.8K
PSEC
Prospect Capital Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
1
$7.62 - $9.22 $7.62 - $9.22
IX
Orix Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
140
$79.91 - $91.26 $11.2K - $12.8K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,300
$8.34 - $14.59 $19.2K - $33.6K
Cerner Corp
Q2 2021 Filed on Aug 16, 2021
1,226
N/A
MPW
Medical Properties Trust Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
110
$19.82 - $22.7 $2.18K - $2.5K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
669
$16.3 - $21.21 $10.9K - $14.2K
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