Ivc Wealth Advisors LLC Closed Holding Positions

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DEO
Diageo PLC

Consumer Defensive
Q2 2022 Filed on Jul 11, 2022
1,020
$167.67 - $211.86 $171K - $216K
AI
C3.Ai, Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
9,280
$13.85 - $24.24 $129K - $225K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
3,013
$30.3 - $108.64 $91.3K - $327K
IEF
Ishares Barclays

ETFs
Q2 2022 Filed on Jul 11, 2022
2,496
$98.15 - $106.65 $245K - $266K
Xilinx Inc
Q1 2022 Filed on Apr 18, 2022
2,685
N/A
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Jan 13, 2022
5,136
$36.89 - $43.3 $189K - $222K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q4 2021 Filed on Jan 13, 2022
1,000
$6.87 - $8.08 $6.87K - $8.08K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2021 Filed on Jan 13, 2022
1,793
$15.13 - $18.22 $27.1K - $32.7K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q4 2021 Filed on Jan 13, 2022
2,744
$16.67 - $17.55 $45.7K - $48.2K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q4 2021 Filed on Jan 13, 2022
4,516
$15.73 - $17.32 $71K - $78.2K
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q4 2021 Filed on Jan 13, 2022
3,304
$5.67 - $5.88 $18.7K - $19.4K
VERB
Verb Technology Company, Inc.

Technology
Q4 2021 Filed on Jan 13, 2022
18,500
$1.24 - $2.31 $22.9K - $42.7K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Jan 13, 2022
6,830
$39.36 - $55.06 $269K - $376K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Jan 13, 2022
820
$203.94 - $344.46 $167K - $282K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
Q4 2021 Filed on Jan 13, 2022
500
$20.52 - $22.1 $10.3K - $11.1K
FROG
J Frog LTD

Technology
Q3 2021 Filed on Oct 08, 2021
6,125
$33.48 - $47.46 $205K - $291K
Slack Technologies Inc
Q3 2021 Filed on Oct 08, 2021
9,700
N/A
DY
Dycom Industries Inc

Industrials
Q2 2021 Filed on Jul 13, 2021
2,550
$70.51 - $98.74 $180K - $252K
EGIO
Edgio, Inc.

Technology
Q2 2021 Filed on Jul 13, 2021
20,500
$2.98 - $3.83 $61.1K - $78.5K
Intercept Pharmaceuticals In
Q1 2021 Filed on Apr 20, 2021
10,000
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2021 Filed on Apr 20, 2021
5,200
$41.16 - $55.05 $214K - $286K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2021 Filed on Apr 20, 2021
2,171
$110.36 - $116.74 $240K - $253K
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