Wealth Effects LLC Closed Holding Positions

Wealth Effects LLC

  • $255 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 03, 2022
16,918
$28.63 - $75.86 $484K - $1.28M
FPX
First Trust Us Equity Opportun

ETFs
Q2 2022 Filed on Aug 03, 2022
1,967
$79.92 - $110.92 $157K - $218K
NRZ
New Residential Investment Corp.

Real Estate
Q2 2022 Filed on Aug 03, 2022
22,963
$8.25 - $11.74 $189K - $270K
PODD
Insulet Corp

Healthcare
Q2 2022 Filed on Aug 03, 2022
1,040
$186.4 - $279.02 $194K - $290K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Aug 03, 2022
1,205
$150.2 - $182.71 $181K - $220K
America First Multifamily In
Q2 2022 Filed on Aug 03, 2022
11,500
N/A
Best Inc
Q2 2022 Filed on Aug 03, 2022
25,500
N/A
Marvell Technology Group LTD
Q2 2022 Filed on Aug 03, 2022
3,700
N/A
General Electric CO
Q2 2022 Filed on Aug 03, 2022
2,961
N/A
DTE
Dte Energy CO

Utilities
Q2 2022 Filed on Aug 03, 2022
1,591
$115.72 - $139.12 $184K - $221K
Blackrock Munihlds Invstm Ql
Q2 2022 Filed on Aug 03, 2022
17,000
N/A
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 03, 2022
1,300
$134.91 - $172.49 $175K - $224K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
3,006
$57.51 - $145.19 $173K - $436K
Draftkings Inc
Q2 2022 Filed on Aug 03, 2022
12,836
N/A
AWK
American Water Works Company, Inc.

Utilities
Q1 2022 Filed on May 16, 2022
3,595
$146.29 - $184.14 $526K - $662K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on May 16, 2022
6,552
$38.15 - $63.26 $250K - $414K
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
21,000
$2.83 - $8.69 $59.4K - $182K
BRPM
B. Riley Principal 150 Merger Corp.

Financial Services
Q1 2022 Filed on May 16, 2022
19,300
$9.83 - $10.17 $190K - $196K
Essential Utils Inc
Q1 2022 Filed on May 16, 2022
3,200
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
2,700
$53.73 - $82.16 $145K - $222K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 16, 2022
2,552
$81.03 - $87.06 $207K - $222K
SOLN
Southern CO Corporate Unit 201

Industrials
Q1 2022 Filed on May 16, 2022
6,650
$50.25 - $54.89 $334K - $365K
Quidel Corp
Q1 2022 Filed on May 16, 2022
1,750
N/A
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
2,000
$58.27 - $118.99 $117K - $238K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 16, 2022
1,357
$153.19 - $251.05 $208K - $341K
MRVL
Marvell Technology, Inc.

Technology
Q1 2022 Filed on May 16, 2022
3,600
$60.25 - $89.43 $217K - $322K
Biodelivery Sciences Intl In
Q1 2022 Filed on May 16, 2022
100,300
N/A
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on May 16, 2022
2,825
$56.84 - $89.45 $161K - $253K
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