Black Diamond Wealth Management Inc. Closed Holding Positions

Black Diamond Wealth Management Inc.

  • $136 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DFIV
Dimensional ETF Tr

ETFs
Q2 2022 Filed on Jul 22, 2022
54,102
$28.66 - $33.84 $1.55M - $1.83M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
Q2 2022 Filed on Jul 22, 2022
14,801
$46.18 - $47.71 $684K - $706K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
Q2 2022 Filed on Jul 22, 2022
23,696
$31.36 - $37.18 $743K - $881K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2022 Filed on Jul 22, 2022
3,793
$95.76 - $97.76 $363K - $371K
HQH
Tekla Healthcare Investors

Financial Services
Q2 2022 Filed on Jul 22, 2022
11,869
$17.53 - $21.84 $208K - $259K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2022 Filed on Jul 22, 2022
31,940
$40.36 - $48.23 $1.29M - $1.54M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
5,041
$34.79 - $41.7 $175K - $210K
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Jul 22, 2022
3,159
$45.24 - $78.15 $143K - $247K
DOW
Dow Inc.

Basic Materials
Q2 2022 Filed on Jul 22, 2022
3,336
$51.06 - $70.61 $170K - $236K
URTH
Ishares Msci World ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
2,217
$104.25 - $129.73 $231K - $288K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
3,054
$81.93 - $101.4 $250K - $310K
VNLA
Janus Henderson Short Duration

ETFs
Q2 2022 Filed on Jul 22, 2022
10,171
$48.58 - $49.04 $494K - $499K
JPEM
Jp Morgan Diversified Return

ETFs
Q2 2022 Filed on Jul 22, 2022
26,755
$49.0 - $57.04 $1.31M - $1.53M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
Q2 2022 Filed on Jul 22, 2022
9,006
$25.52 - $26.4 $230K - $238K
NETL
ETF Ser Solutions Net Lease CO

ETFs
Q2 2022 Filed on Jul 22, 2022
9,117
$24.38 - $29.79 $222K - $272K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2022 Filed on Jul 22, 2022
1,944
$123.32 - $155.54 $240K - $302K
FCEF
First Tr Exchange Traded Fd Vi
Q2 2022 Filed on Jul 22, 2022
8,819
N/A
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Jul 22, 2022
5,424
$50.1 - $53.11 $272K - $288K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Jul 22, 2022
7,230
$44.6 - $58.78 $322K - $425K
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Jul 22, 2022
2,278
$83.88 - $102.77 $191K - $234K
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on May 04, 2022
952
$194.83 - $232.11 $185K - $221K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q1 2022 Filed on May 04, 2022
8,205
$25.49 - $27.2 $209K - $223K
ITB
Ishares Tr

ETFs
Q1 2022 Filed on May 04, 2022
3,213
$59.26 - $81.62 $190K - $262K
INGR
Ingredion Inc

Consumer Defensive
Q1 2022 Filed on May 04, 2022
5,009
$82.13 - $101.01 $411K - $506K
GTO
Invesco Actively Managed ETF T

ETFs
Q1 2022 Filed on May 04, 2022
12,639
$51.76 - $55.9 $654K - $707K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on May 04, 2022
31,520
$30.13 - $38.07 $950K - $1.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2022 Filed on May 04, 2022
823
$119.35 - $157.8 $98.2K - $130K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2022 Filed on May 04, 2022
7,170
$29.63 - $32.87 $212K - $236K
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2022 Filed on May 04, 2022
8,591
$46.53 - $48.08 $400K - $413K
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on May 04, 2022
28,732
$35.66 - $41.42 $1.02M - $1.19M
STOT
Spdr Doubleline Short Duration

ETFs
Q1 2022 Filed on May 04, 2022
9,167
$47.53 - $49.03 $436K - $449K
TBX
Proshares Tr Short 7 10 Yr Tre

ETFs
Q1 2022 Filed on May 04, 2022
22,389
$24.5 - $26.17 $549K - $586K
PAVE
Global X Fds Us Infrastructure

ETFs
Q1 2022 Filed on May 04, 2022
7,522
$25.52 - $29.01 $192K - $218K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on May 04, 2022
5,077
$72.2 - $85.22 $367K - $433K
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