Wfa Of San Diego, LLC Closed Holding Positions

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Spdr Gold Mini ETF
Q1 2022 Filed on Apr 25, 2022
115,322
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2022 Filed on Apr 25, 2022
4,088
N/A
DUSA
Davis Fundamental ETF Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
9,985
$30.43 - $36.27 $304K - $362K
KRMA
Global X Fds Global X Consciou

ETFs
Q1 2022 Filed on Apr 25, 2022
11,212
$29.58 - $34.52 $332K - $387K
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
2,861
$191.25 - $221.63 $547K - $634K
Cerner Corp
Q1 2022 Filed on Apr 25, 2022
1,086
N/A
ENPH
Enphase Energy, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
771
$119.97 - $202.36 $92.5K - $156K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2022 Filed on Apr 25, 2022
951
$89.45 - $106.35 $85.1K - $101K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on Apr 25, 2022
2,771
$30.13 - $38.07 $83.5K - $105K
DNL
Wiswisdomtree Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
2,773
$36.81 - $43.65 $102K - $121K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 07, 2022
464
$135.09 - $284.11 $62.7K - $132K
Invesco 2021 Hy Bulletshares
Q4 2021 Filed on Feb 07, 2022
161,186
N/A
Invesco 2021 Corp Bulletshares
Q4 2021 Filed on Feb 07, 2022
16,543
N/A
DINT
Davis Fundamental ETF Tr

ETFs
Q4 2021 Filed on Feb 07, 2022
10,751
$18.95 - $21.16 $204K - $227K
PLD
Prologis, Inc.

Real Estate
Q4 2021 Filed on Feb 07, 2022
813
$126.43 - $168.36 $103K - $137K
General Electric Corp.
Q3 2021 Filed on Oct 25, 2021
22,348
N/A
Invesco Kbw High Div Financial
Q2 2021 Filed on Aug 11, 2021
10,090
N/A
Novozymes A/S Ord B
Q2 2021 Filed on Aug 11, 2021
4,250
N/A
Mobilepro Corp New
Q2 2021 Filed on Aug 11, 2021
35,800
N/A
Berkshire Hathaway B Shs.
Q2 2021 Filed on Aug 11, 2021
15,242
N/A
Berkshire Htwy Cla
Q2 2021 Filed on Aug 11, 2021
100
N/A
Costco Companies Inc.
Q2 2021 Filed on Aug 11, 2021
922
N/A
Invesco Ftse Rafi Us 1000
Q2 2021 Filed on Aug 11, 2021
27,790
N/A
Invesco S&P 500 Hedged ETF
Q2 2021 Filed on Aug 11, 2021
100,604
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2021 Filed on May 14, 2021
1
$341820.0 - $398840.0 $342K - $399K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q1 2021 Filed on May 14, 2021
150
$59.71 - $69.62 $8.96K - $10.4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
74
$1886.09 - $2461.78 $140K - $182K
Mobilepro Corp New
Q1 2021 Filed on May 14, 2021
35,800
N/A
Equities
Q4 2020 Filed on Feb 11, 2021
205,732
N/A
Equities
Q4 2020 Filed on Feb 11, 2021
15,488
N/A
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