Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DTM
Dt Midstream, Inc.

Energy
Q4 2021 Filed on Feb 15, 2022
311
$45.53 - $50.23 $14.2K - $15.6K
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
21
$120.23 - $145.44 $2.52K - $3.05K
DAVA
Endava PLC

Technology
Q4 2021 Filed on Feb 15, 2022
13
$138.07 - $170.13 $1.79K - $2.21K
UUUU
Energy Fuels Inc

Energy
Q4 2021 Filed on Feb 15, 2022
150
$6.26 - $10.99 $939 - $1.65K
ENVX
Enovix Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
24
$18.82 - $35.82 $452 - $860
BDRY
ETF Managers Group Commodity Trust I

ETFs
Q4 2021 Filed on Feb 15, 2022
1,672
$19.65 - $41.51 $32.9K - $69.4K
EVGO
E Vgo Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
213
$7.65 - $19.23 $1.63K - $4.1K
Exchange Traded Concepts Tr
Q4 2021 Filed on Feb 15, 2022
446
N/A
FCG
First Tr Exchange Traded Fd

ETFs
Q4 2021 Filed on Feb 15, 2022
4,345
$16.22 - $19.33 $70.5K - $84K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
3
$166.95 - $218.76 $501 - $656
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Feb 15, 2022
3
$111.22 - $196.03 $334 - $588
FLGT
Fulgent Genetics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
8
$77.3 - $105.0 $618 - $840
IT
Gartner Inc

Technology
Q4 2021 Filed on Feb 15, 2022
2
$301.06 - $339.69 $602 - $679
GLBE
Global E Online Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
17
$48.19 - $71.06 $819 - $1.21K
BOTZ
Global X Fds

ETFs
Q4 2021 Filed on Feb 15, 2022
3,361
$34.68 - $39.83 $117K - $134K
CLOU
Global X Fds Cloud Computing E

ETFs
Q4 2021 Filed on Feb 15, 2022
1,419
$26.26 - $32.14 $37.3K - $45.6K
GBIL
Goldman Sachs Access Treasury

ETFs
Q4 2021 Filed on Feb 15, 2022
138
$100.04 - $100.09 $13.8K - $13.8K
GPRO
Go Pro, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
100
$8.56 - $11.64 $856 - $1.16K
HCAT
Health Catalyst, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
11
$36.68 - $54.02 $403 - $594
HUBS
Hubspot Inc

Technology
Q4 2021 Filed on Feb 15, 2022
1
$633.79 - $852.08 $634 - $852
IAG
Iamgold Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
100
$2.26 - $3.43 $226 - $343
ITGR
Integer Holdings Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
96
$79.74 - $93.39 $7.66K - $8.97K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Feb 15, 2022
2,307
$19.31 - $21.84 $44.5K - $50.4K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
1,047
$64.94 - $73.39 $68K - $76.8K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q4 2021 Filed on Feb 15, 2022
1
$21.24 - $23.2 $21.2 - $23.2
NVTA
Invitae Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
10
$14.7 - $28.67 $147 - $287
IYK
Ishares U.S. Consumer Staples

ETFs
Q4 2021 Filed on Feb 15, 2022
32
$179.86 - $200.18 $5.76K - $6.41K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
Q4 2021 Filed on Feb 15, 2022
62
$63.43 - $69.31 $3.93K - $4.3K
BBAX
J P Morgan Betabuilders Develo

ETFs
Q4 2021 Filed on Feb 15, 2022
63
$52.93 - $57.71 $3.33K - $3.64K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
Q4 2021 Filed on Feb 15, 2022
130
$56.86 - $60.99 $7.39K - $7.93K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q4 2021 Filed on Feb 15, 2022
134
$54.96 - $58.77 $7.36K - $7.88K
JHX
James Hardie Industries PLC

Basic Materials
Q4 2021 Filed on Feb 15, 2022
50
$35.17 - $41.53 $1.76K - $2.08K
KRBN
Kraneshares Global Carbon Stra

Technology
Q4 2021 Filed on Feb 15, 2022
2,267
$38.65 - $54.74 $87.6K - $124K
LSPD
Lightspeed Commerce Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
300
$38.89 - $101.21 $11.7K - $30.4K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
5
$97.97 - $123.8 $490 - $619
LOB
Live Oak Bancshares, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
15
$66.18 - $97.8 $993 - $1.47K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
443
$22.59 - $55.52 $10K - $24.6K
MGNI
Magnite, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
40
$16.6 - $30.58 $664 - $1.22K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
12
$189.22 - $229.44 $2.27K - $2.75K
NG
Novagold Resources Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
100
$6.55 - $8.2 $655 - $820
OPEN
Opendoor Technologies Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
16
$13.3 - $24.75 $213 - $396
OESX
Orion Energy Systems, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
250
$3.3 - $4.57 $825 - $1.14K
PLL
Piedmont Lithium Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
25
$50.86 - $66.39 $1.27K - $1.66K
IG
Principal Fds Principal Invt G

ETFs
Q4 2021 Filed on Feb 15, 2022
66
$26.23 - $26.84 $1.73K - $1.77K
USMC
Principal ETF U S Mega Cap

ETFs
Q4 2021 Filed on Feb 15, 2022
573
$40.14 - $44.69 $23K - $25.6K
YLD
Principal Exchange Traded Fds

ETFs
Q4 2021 Filed on Feb 15, 2022
78
$20.58 - $21.01 $1.61K - $1.64K
USI
Prin Ultra Short Active Income
Q4 2021 Filed on Feb 15, 2022
42
N/A
PSC
Principal ETF U.S. Small Cap M

ETFs
Q4 2021 Filed on Feb 15, 2022
27
$44.96 - $49.86 $1.21K - $1.35K
RGEN
Repligen Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
268
$247.59 - $304.47 $66.4K - $81.6K
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