Cahill Financial Advisors Inc Closed Holding Positions

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NIO
Nio Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
180
$28.16 - $43.2 $5.07K - $7.78K
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
Q4 2021 Filed on Feb 11, 2022
1,150
$34.21 - $38.8 $39.3K - $44.6K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
179
$61.41 - $81.83 $11K - $14.6K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
3,300
$11.18 - $15.46 $36.9K - $51K
OVV
Ovintiv Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
211
$30.99 - $39.84 $6.54K - $8.41K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
969
$147.06 - $177.51 $143K - $172K
SPSC
Sps Commerce Inc

Technology
Q4 2021 Filed on Feb 11, 2022
31
$132.75 - $173.12 $4.12K - $5.37K
IEV
Ishares Tr Europe ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
246
$51.95 - $55.76 $12.8K - $13.7K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
516
$135.09 - $284.11 $69.7K - $147K
VLO
Valero Energy Corp

Energy
Q4 2021 Filed on Feb 11, 2022
45
$66.94 - $82.69 $3.01K - $3.72K
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
57
$341.3 - $505.8 $19.5K - $28.8K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
2,559
$6.66 - $8.1 $17K - $20.7K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
219
$10.86 - $13.95 $2.38K - $3.06K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
356
$50.61 - $54.21 $18K - $19.3K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
15
$211.62 - $250.97 $3.17K - $3.76K
HAL
Halliburton CO

Energy
Q4 2021 Filed on Feb 11, 2022
284
$21.15 - $26.46 $6.01K - $7.51K
INSP
Inspire Medical Systems, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
375
$207.57 - $280.17 $77.8K - $105K
EQH
Equitable Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
289
$29.95 - $35.43 $8.66K - $10.2K
JEF
Jefferies Financial Group Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
413
$36.19 - $44.14 $14.9K - $18.2K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
2,057
$32.51 - $36.14 $66.9K - $74.3K
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
433
$83.15 - $103.7 $36K - $44.9K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
4,271
$171.78 - $189.99 $734K - $811K
Proofpoint Inc
Q2 2021 Filed on Aug 16, 2021
2,540
N/A
GKOS
Glaukos Corp

Healthcare
Q1 2021 Filed on May 17, 2021
3,651
$70.43 - $97.42 $257K - $356K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2021 Filed on May 17, 2021
2,572
$96.21 - $109.25 $247K - $281K
Northern Oil & Gas, Inc
Q1 2021 Filed on May 17, 2021
37,629
N/A
Western Digital Corp. 1.5 02/01/2024
Q1 2021 Filed on May 17, 2021
50,000
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 17, 2021
13,249
$1.7 - $5.64 $22.5K - $74.7K
Invesco Bulletshares 2020 Corporate Bond ETF
Q4 2020 Filed on Feb 17, 2021
21,462
N/A
Polymet Mining Cp Com Npv Isin
Q3 2020 Filed on Nov 17, 2020
245,694
N/A
Tortoise Mlp Fund Inc Com
Q3 2020 Filed on Nov 17, 2020
16,489
N/A
Spdr Barclays Capital High Yie
Q3 2020 Filed on Nov 17, 2020
8,955
N/A
D
Dominion Energy, Inc

Utilities
Q2 2020 Filed on Aug 12, 2020
3,445
$69.55 - $87.0 $240K - $300K
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2020 Filed on Aug 12, 2020
27,647
$26.27 - $33.19 $726K - $918K
Raytheon Company New
Q2 2020 Filed on Aug 12, 2020
2,950
N/A
Alerian Mlp ETF
Q2 2020 Filed on Aug 12, 2020
43,250
N/A
FTCS
First Trust Capital Strength E

ETFs
Q1 2020 Filed on May 15, 2020
5,322
$43.11 - $63.33 $229K - $337K
Unilever N V N Y Shs New
Q1 2020 Filed on May 15, 2020
3,734
N/A
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q1 2020 Filed on May 15, 2020
13,120
$24.93 - $50.53 $327K - $663K
BOTZ
Global X Fds

ETFs
Q1 2020 Filed on May 15, 2020
10,510
$15.11 - $23.06 $159K - $242K
Guggenheim Bullet Shares 2019 C
Q4 2019 Filed on Feb 14, 2020
14,675
N/A
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
2,034
N/A
Powershares Rssll Tp 200
Q3 2019 Filed on Nov 14, 2019
7,635
N/A
Invesco S&P 500 Eq Wt Tech ETF
Q3 2019 Filed on Nov 14, 2019
4,817
N/A
Medtronic Inc
Q3 2019 Filed on Nov 14, 2019
4,179
N/A
Invesco S&P 500 Equal
Q3 2019 Filed on Nov 14, 2019
11,153
N/A
Invesco S&P Eq Wt Consumer Sta
Q3 2019 Filed on Nov 14, 2019
11,950
N/A
Invesco Buyback Achievers ETF
Q3 2019 Filed on Nov 14, 2019
62,891
N/A
Van Eck Vectors Morningstar Wid
Q3 2019 Filed on Nov 14, 2019
88,916
N/A
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