Aquire Wealth Advisors, LLC Closed Holding Positions

Aquire Wealth Advisors, LLC

  • $318 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Blackrock Munihlds Invstm Ql
Q2 2022 Filed on Jul 27, 2022
15,845
N/A
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
5,407
$97.45 - $243.15 $527K - $1.31M
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on Apr 28, 2022
8
$24.5 - $46.59 $196 - $373
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on Apr 28, 2022
1
$256.35 - $343.1 $256 - $343
RKT
Rocket Companies, Inc.

Financial Services
Q1 2022 Filed on Apr 28, 2022
35
$10.25 - $14.98 $359 - $524
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
50
$35.83 - $102.72 $1.79K - $5.14K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on Apr 28, 2022
10
$64.67 - $72.25 $647 - $723
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on Apr 28, 2022
35
$141.29 - $188.69 $4.95K - $6.6K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on Apr 28, 2022
18
$140.76 - $164.9 $2.53K - $2.97K
PGR
Progressive Corp

Financial Services
Q1 2022 Filed on Apr 28, 2022
14
$102.0 - $117.17 $1.43K - $1.64K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
11
$143.22 - $164.21 $1.58K - $1.81K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2022 Filed on Apr 28, 2022
55
$100.7 - $108.94 $5.54K - $5.99K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q1 2022 Filed on Apr 28, 2022
68
$97.43 - $100.78 $6.63K - $6.85K
PSX
Phillips 66

Energy
Q1 2022 Filed on Apr 28, 2022
23
$75.34 - $93.2 $1.73K - $2.14K
SPGI
S&P Global Inc.

Financial Services
Q1 2022 Filed on Apr 28, 2022
226
$373.37 - $461.1 $84.4K - $104K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
7
$190.54 - $255.46 $1.33K - $1.79K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
1
$51.26 - $136.31 $51.3 - $136
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on Apr 28, 2022
283
$233.59 - $339.12 $66.1K - $96K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2022 Filed on Apr 28, 2022
25
$43.98 - $51.33 $1.1K - $1.28K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
13
$50.05 - $53.52 $651 - $696
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 28, 2022
12
$49.51 - $57.27 $594 - $687
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2022 Filed on Apr 28, 2022
193
$29.7 - $34.12 $5.73K - $6.59K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2022 Filed on Apr 28, 2022
2,422
$25.61 - $30.82 $62K - $74.6K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2022 Filed on Apr 28, 2022
4,520
$33.67 - $39.47 $152K - $178K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2022 Filed on Apr 28, 2022
2,229
$75.14 - $81.94 $167K - $183K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 28, 2022
3,070
$67.71 - $74.19 $208K - $228K
SLB
Schlumberger Limited

Energy
Q1 2022 Filed on Apr 28, 2022
10
$31.72 - $45.08 $317 - $451
SAFM
Sanderson Farms Inc

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
428
$177.73 - $189.98 $76.1K - $81.3K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
29
$45.75 - $56.69 $1.33K - $1.64K
PPTA
Perpetua Resources Corp.

Basic Materials
Q1 2022 Filed on Apr 28, 2022
3,536
$3.34 - $4.88 $11.8K - $17.3K
PEP
Pepsico Inc

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
20
$153.73 - $175.64 $3.07K - $3.51K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
3
$72.45 - $94.81 $217 - $284
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 28, 2022
204
$331.01 - $597.37 $67.5K - $122K
NSSC
Napco Security Technologies, Inc

Industrials
Q1 2022 Filed on Apr 28, 2022
447
$19.28 - $24.43 $8.62K - $10.9K
MSI
Motorola Solutions, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
9
$207.64 - $267.43 $1.87K - $2.41K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
13
$59.12 - $68.36 $769 - $889
MRK
Merck & Co., Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
15
$73.51 - $82.4 $1.1K - $1.24K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
63
$222.0 - $269.69 $14K - $17K
MTCH
Match Group, Inc.

Communication Services
Q1 2022 Filed on Apr 28, 2022
662
$85.06 - $134.23 $56.3K - $88.9K
MA
Mastercard Inc

Financial Services
Q1 2022 Filed on Apr 28, 2022
311
$312.92 - $396.75 $97.3K - $123K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
25
$148.06 - $183.26 $3.7K - $4.58K
MKL
Markel Corp

Financial Services
Q1 2022 Filed on Apr 28, 2022
45
$1186.53 - $1504.21 $53.4K - $67.7K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
93
$21.55 - $45.47 $2K - $4.23K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
158
$117.57 - $166.39 $18.6K - $26.3K
NOK
Nokia Corp

Technology
Q1 2022 Filed on Apr 28, 2022
44
$4.53 - $6.29 $199 - $277
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
16
$20.2 - $38.77 $323 - $620
PBF
Pbf Energy Inc.

Energy
Q1 2022 Filed on Apr 28, 2022
1,500
$14.02 - $25.28 $21K - $37.9K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 28, 2022
630
$93.61 - $194.94 $59K - $123K
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
118
$27.5 - $32.38 $3.25K - $3.82K
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