Aquire Wealth Advisors, LLC Closed Holding Positions

Aquire Wealth Advisors, LLC

  • $318 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MO
Altria Group, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 28, 2022
50
$47.97 - $53.62 $2.4K - $2.68K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
112
$378.09 - $648.05 $42.3K - $72.6K
ALC
Alcon Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
6
$71.65 - $87.13 $430 - $523
AKAM
Akamai Technologies Inc

Technology
Q1 2022 Filed on Apr 28, 2022
200
$98.88 - $121.11 $19.8K - $24.2K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
1
$131.59 - $186.64 $132 - $187
AMD
Advanced Micro Devices Inc

Technology
Q1 2022 Filed on Apr 28, 2022
250
$102.25 - $150.24 $25.6K - $37.6K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
16
$411.5 - $564.37 $6.58K - $9.03K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on Apr 28, 2022
832
$63.11 - $82.31 $52.5K - $68.5K
ACN
Accenture PLC

Technology
Q1 2022 Filed on Apr 28, 2022
4
$301.62 - $407.21 $1.21K - $1.63K
APA
Apa Corp

Energy
Q1 2022 Filed on Apr 28, 2022
151
$28.06 - $41.53 $4.24K - $6.27K
AMAT
Applied Materials Inc

Technology
Q1 2022 Filed on Apr 28, 2022
20
$119.22 - $167.0 $2.38K - $3.34K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
42
$1817.16 - $2703.26 $76.3K - $114K
BA
Boeing CO

Industrials
Q1 2022 Filed on Apr 28, 2022
7
$169.17 - $225.96 $1.18K - $1.58K
BL
Blackline, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
58
$65.77 - $103.04 $3.81K - $5.98K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on Apr 28, 2022
2,946
$38.34 - $49.38 $113K - $145K
BPTH
Bio Path Holdings Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
3
$2.99 - $4.17 $8.97 - $12.5
ASM
Avino Silver & Gold Mines LTD

Basic Materials
Q1 2022 Filed on Apr 28, 2022
2,315
$0.7 - $1.04 $1.62K - $2.41K
AVTR
Avantor, Inc.

Basic Materials
Q1 2022 Filed on Apr 28, 2022
11
$32.56 - $40.56 $358 - $446
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
320
$188.7 - $283.72 $60.4K - $90.8K
T
At&T Inc.

Communication Services
Q1 2022 Filed on Apr 28, 2022
8
$17.29 - $20.63 $138 - $165
AZN
Astrazeneca PLC

Healthcare
Q1 2022 Filed on Apr 28, 2022
27
$55.72 - $67.12 $1.5K - $1.81K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 28, 2022
13
$52.29 - $96.99 $680 - $1.26K
ABBV
Abb Vie Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
10
$131.98 - $163.75 $1.32K - $1.64K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q1 2022 Filed on Apr 28, 2022
3
$100.31 - $126.04 $301 - $378
ICF
Ishares Tr

ETFs
Q1 2022 Filed on Apr 28, 2022
72
$64.57 - $75.32 $4.65K - $5.42K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2022 Filed on Apr 28, 2022
66
$77.44 - $89.29 $5.11K - $5.89K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
19
$418.06 - $479.84 $7.94K - $9.12K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
45
$246.62 - $307.78 $11.1K - $13.9K
ICLN
Ishares

ETFs
Q1 2022 Filed on Apr 28, 2022
754
$17.57 - $21.52 $13.2K - $16.2K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on Apr 28, 2022
319
$50.66 - $56.06 $16.2K - $17.9K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on Apr 28, 2022
596
$67.21 - $80.45 $40.1K - $47.9K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q1 2022 Filed on Apr 28, 2022
910
$51.14 - $55.76 $46.5K - $50.7K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on Apr 28, 2022
612
$93.13 - $108.44 $57K - $66.4K
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2022 Filed on Apr 28, 2022
1,801
$36.82 - $39.84 $66.3K - $71.8K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on Apr 28, 2022
2,864
$41.74 - $45.45 $120K - $130K
IEMG
Ishares Inc

ETFs
Q1 2022 Filed on Apr 28, 2022
4
$51.27 - $62.07 $205 - $248
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on Apr 28, 2022
129
$34.86 - $39.14 $4.5K - $5.05K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
19
$122.95 - $129.16 $2.34K - $2.45K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on Apr 28, 2022
542
$16.35 - $19.09 $8.86K - $10.3K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
74
$11.89 - $18.94 $880 - $1.4K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2022 Filed on Apr 28, 2022
19
$128.3 - $168.44 $2.44K - $3.2K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
325
$42.94 - $78.29 $14K - $25.4K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
Q1 2022 Filed on Apr 28, 2022
85
$49.81 - $65.25 $4.23K - $5.55K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
3
$151.25 - $169.21 $454 - $508
EMB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 28, 2022
7
$93.87 - $107.98 $657 - $756
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
11
$102.32 - $116.69 $1.13K - $1.28K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
6
$191.52 - $225.32 $1.15K - $1.35K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
5
$251.21 - $285.37 $1.26K - $1.43K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2022 Filed on Apr 28, 2022
6
$112.23 - $123.59 $673 - $742
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