Aquire Wealth Advisors, LLC Closed Holding Positions

Aquire Wealth Advisors, LLC

  • $318 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on Apr 28, 2022
12
$71.98 - $86.95 $864 - $1.04K
OSCR
Oscar Health, Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
4,383
$5.76 - $10.25 $25.2K - $44.9K
ONL
Orion Office Reit Inc.

Real Estate
Q1 2022 Filed on Apr 28, 2022
1
$14.0 - $18.74 $14 - $18.7
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on Apr 28, 2022
1
$30.45 - $39.36 $30.5 - $39.4
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
1
$630.82 - $703.36 $631 - $703
OPCH
Option Care Health, Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
62
$22.05 - $28.67 $1.37K - $1.78K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
200
$138.11 - $222.66 $27.6K - $44.5K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 28, 2022
7,450
$11.91 - $13.72 $88.7K - $102K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
632
$202.19 - $259.81 $128K - $164K
Zynga Inc
Q1 2022 Filed on Apr 28, 2022
64
N/A
VPU
Vanguard Utilities ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
34
$141.64 - $162.04 $4.82K - $5.51K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2022 Filed on Apr 28, 2022
1
N/A
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2022 Filed on Apr 28, 2022
8
$50.6 - $52.11 $405 - $417
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2022 Filed on Apr 28, 2022
91
$140.72 - $152.6 $12.8K - $13.9K
VTV
Vanguard Value ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
100
$140.46 - $150.33 $14K - $15K
VB
Vanguard Small Cap ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
74
$198.73 - $227.97 $14.7K - $16.9K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
676
$165.62 - $182.58 $112K - $123K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
537
$219.86 - $253.39 $118K - $136K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on Apr 28, 2022
33
$52.1 - $55.0 $1.72K - $1.82K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on Apr 28, 2022
1,432
$78.72 - $84.18 $113K - $121K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
11
$246.31 - $304.02 $2.71K - $3.34K
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on Apr 28, 2022
100
$50.8 - $55.11 $5.08K - $5.51K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
1
$9.81 - $15.4 $9.81 - $15.4
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
132
$181.39 - $234.03 $23.9K - $30.9K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on Apr 28, 2022
150
$380.09 - $587.6 $57K - $88.1K
WK
Workiva Inc

Technology
Q1 2022 Filed on Apr 28, 2022
140
$93.64 - $128.13 $13.1K - $17.9K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
2
$213.01 - $263.72 $426 - $527
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q1 2022 Filed on Apr 28, 2022
4,500
$11.78 - $13.39 $53K - $60.3K
W
Wayfair Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
12
$104.81 - $195.77 $1.26K - $2.35K
WM
Waste Management Inc

Industrials
Q1 2022 Filed on Apr 28, 2022
23
$140.6 - $164.3 $3.23K - $3.78K
WCN
Waste Connections, Inc.

Industrials
Q1 2022 Filed on Apr 28, 2022
6
$118.67 - $139.7 $712 - $838
WMG
Warner Music Group Corp.

Communication Services
Q1 2022 Filed on Apr 28, 2022
7
$30.3 - $44.45 $212 - $311
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
20
$133.53 - $149.87 $2.67K - $3K
VMC
Vulcan Materials CO

Basic Materials
Q1 2022 Filed on Apr 28, 2022
4
$170.18 - $210.53 $681 - $842
V
Visa Inc.

Financial Services
Q1 2022 Filed on Apr 28, 2022
84
$190.7 - $235.42 $16K - $19.8K
VVV
Valvoline Inc

Energy
Q1 2022 Filed on Apr 28, 2022
16
$28.65 - $37.32 $458 - $597
VLO
Valero Energy Corp

Energy
Q1 2022 Filed on Apr 28, 2022
28
$77.14 - $101.54 $2.16K - $2.84K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
675
$51.78 - $75.76 $35K - $51.1K
RUN
Sunrun Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
6,426
$19.99 - $35.47 $128K - $228K
STE
Steris PLC

Healthcare
Q1 2022 Filed on Apr 28, 2022
381
$215.16 - $247.18 $82K - $94.2K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
551
$79.29 - $116.68 $43.7K - $64.3K
SRLN
Ssga Active Trust

ETFs
Q1 2022 Filed on Apr 28, 2022
146
$43.97 - $45.84 $6.42K - $6.69K
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2022 Filed on Apr 28, 2022
678
$7.64 - $9.18 $5.18K - $6.22K
PHYS
Sprott Physical Gold Trust

Financial Services
Q1 2022 Filed on Apr 28, 2022
458
$14.05 - $16.01 $6.43K - $7.33K
SRC
Spirit Realty Capital, Inc.

Real Estate
Q1 2022 Filed on Apr 28, 2022
0
$45.12 - $49.61 $0 - $0
SAVE
Spirit Airlines, Inc.

Industrials
Q1 2022 Filed on Apr 28, 2022
80
$18.59 - $27.53 $1.49K - $2.2K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2022 Filed on Apr 28, 2022
1,322
$30.07 - $30.94 $39.8K - $40.9K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2022 Filed on Apr 28, 2022
397
$121.65 - $130.75 $48.3K - $51.9K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2022 Filed on Apr 28, 2022
10
$326.53 - $367.87 $3.27K - $3.68K
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