Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CIB
Bancolombia Sa

Financial Services
Q1 2019 Filed on May 08, 2019
90
$39.09 - $54.58 $3.52K - $4.91K
DJP
Barclays Bank PLC

ETFs
Q1 2019 Filed on May 08, 2019
200
$21.24 - $23.13 $4.25K - $4.63K
BCS
Barclays PLC

Financial Services
Q1 2019 Filed on May 08, 2019
836
$7.57 - $8.92 $6.33K - $7.46K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2019 Filed on May 08, 2019
860
$11.77 - $14.5 $10.1K - $12.5K
Bb&T Corp
Q1 2019 Filed on May 08, 2019
641
N/A
BGNE
Bei Gene, Ltd.

Healthcare
Q1 2019 Filed on May 08, 2019
4
$122.82 - $151.83 $491 - $607
Bhp Group PLC
Q1 2019 Filed on May 08, 2019
579
N/A
BB
Blackberry LTD

Technology
Q1 2019 Filed on May 08, 2019
28
$6.88 - $10.09 $193 - $283
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q1 2019 Filed on May 08, 2019
400
$20.8 - $22.34 $8.32K - $8.94K
Blackrock Muniyld Invst Qlty
Q1 2019 Filed on May 08, 2019
10
N/A
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q1 2019 Filed on May 08, 2019
2,184
$20.71 - $22.81 $45.2K - $49.8K
Blackstone Group L P
Q1 2019 Filed on May 08, 2019
600
N/A
HRB
H&R Block Inc

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
598
$23.53 - $25.91 $14.1K - $15.5K
LFC
China Life Insurance CO LTD

Financial Services
Q1 2019 Filed on May 08, 2019
801
$10.09 - $14.42 $8.08K - $11.6K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2019 Filed on May 08, 2019
154
$57.09 - $66.61 $8.79K - $10.3K
NTNX
Nutanix, Inc.

Technology
Q1 2019 Filed on May 08, 2019
37
$33.51 - $54.14 $1.24K - $2K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q1 2019 Filed on May 08, 2019
2,065
$19.47 - $20.55 $40.2K - $42.4K
NVT
N Vent Electric PLC

Industrials
Q1 2019 Filed on May 08, 2019
48
$21.65 - $27.77 $1.04K - $1.33K
OTEX
Open Text Corp

Technology
Q1 2019 Filed on May 08, 2019
7
$31.45 - $38.48 $220 - $269
ORAN
Orange

Communication Services
Q1 2019 Filed on May 08, 2019
929
$14.84 - $16.46 $13.8K - $15.3K
IX
Orix Corp

Financial Services
Q1 2019 Filed on May 08, 2019
54
$69.4 - $78.23 $3.75K - $4.22K
Owens Ill Inc
Q1 2019 Filed on May 08, 2019
59
N/A
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
Q1 2019 Filed on May 08, 2019
62
$25.83 - $28.39 $1.6K - $1.76K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
182
$82.89 - $101.06 $15.1K - $18.4K
PAGS
Pag Seguro Digital Ltd.

Technology
Q1 2019 Filed on May 08, 2019
30
$18.84 - $30.78 $565 - $923
Pdl Biopharma Inc
Q1 2019 Filed on May 08, 2019
100
N/A
PSO
Pearson PLC

Communication Services
Q1 2019 Filed on May 08, 2019
490
$10.7 - $13.16 $5.24K - $6.45K
PBA
Pembina Pipeline Corp

Energy
Q1 2019 Filed on May 08, 2019
245
$30.37 - $37.64 $7.44K - $9.22K
PNR
Pentair PLC

Industrials
Q1 2019 Filed on May 08, 2019
93
$36.64 - $44.51 $3.41K - $4.14K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q1 2019 Filed on May 08, 2019
185
N/A
NRG
Nrg Energy, Inc.

Utilities
Q1 2019 Filed on May 08, 2019
176
$37.75 - $43.37 $6.64K - $7.63K
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
45
$42.93 - $49.29 $1.93K - $2.22K
Momo Inc
Q1 2019 Filed on May 08, 2019
13
N/A
MOS
Mosaic CO

Basic Materials
Q1 2019 Filed on May 08, 2019
336
$26.42 - $33.48 $8.88K - $11.2K
Mylan N V
Q1 2019 Filed on May 08, 2019
302
N/A
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2019 Filed on May 08, 2019
115
$78.82 - $91.99 $9.06K - $10.6K
NGG
National Grid PLC

Utilities
Q1 2019 Filed on May 08, 2019
201
$48.75 - $58.93 $9.8K - $11.8K
National Oilwell Varco Inc
Q1 2019 Filed on May 08, 2019
298
N/A
NKTR
Nektar Therapeutics

Healthcare
Q1 2019 Filed on May 08, 2019
130
$31.58 - $46.35 $4.11K - $6.03K
NTES
Net Ease, Inc.

Communication Services
Q1 2019 Filed on May 08, 2019
3
$43.48 - $51.69 $130 - $155
NBIX
Neurocrine Biosciences Inc

Healthcare
Q1 2019 Filed on May 08, 2019
5
$69.31 - $91.53 $347 - $458
New Media Invt Group Inc
Q1 2019 Filed on May 08, 2019
33,587
N/A
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2019 Filed on May 08, 2019
529
$15.0 - $21.75 $7.94K - $11.5K
Newfield Expl CO
Q1 2019 Filed on May 08, 2019
173
N/A
NEU
Newmarket Corp

Basic Materials
Q1 2019 Filed on May 08, 2019
24
$396.29 - $450.07 $9.51K - $10.8K
NWSA
News Corp

Communication Services
Q1 2019 Filed on May 08, 2019
425
$11.28 - $13.25 $4.79K - $5.63K
NLSN
Nielsen Holdings PLC

Industrials
Q1 2019 Filed on May 08, 2019
366
$23.36 - $27.42 $8.55K - $10K
PRGO
Perrigo CO PLC

Healthcare
Q1 2019 Filed on May 08, 2019
10
$39.87 - $50.22 $399 - $502
Perspecta Inc
Q1 2019 Filed on May 08, 2019
23
N/A
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