Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DBD
Diebold Nixdorf, Inc

Technology
Q2 2022 Filed on Aug 09, 2022
10,000
$2.27 - $6.82 $22.7K - $68.2K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
24,645
$11.54 - $14.46 $284K - $356K
URE
Proshares Ultra Real Estate

ETFs
Q2 2022 Filed on Aug 09, 2022
2,324
$63.63 - $107.68 $148K - $250K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2022 Filed on Aug 09, 2022
905
$232.1 - $292.26 $210K - $264K
SWN
Southwestern Energy CO

Energy
Q2 2022 Filed on Aug 09, 2022
30,000
$6.25 - $9.64 $188K - $289K
Therapeuticsmd Inc
Q2 2022 Filed on Aug 09, 2022
109,984
N/A
CVNA
Carvana Co.

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
2,100
$20.92 - $132.96 $43.9K - $279K
EWY
Ishares Inc Msci South Korea E

ETFs
Q2 2022 Filed on Aug 09, 2022
2,968
$57.22 - $72.03 $170K - $214K
OHI
Omega Healthcare Investors Inc

Real Estate
Q2 2022 Filed on Aug 09, 2022
15,397
$25.13 - $31.77 $387K - $489K
GRAB
Grab Holdings LTD

Technology
Q2 2022 Filed on Aug 09, 2022
75,278
$2.32 - $3.92 $175K - $295K
VGSH
Vanguard

ETFs
Q2 2022 Filed on Aug 09, 2022
43,665
$58.29 - $59.37 $2.55M - $2.59M
HOOD
Robinhood Markets, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
25,806
$6.89 - $13.83 $178K - $357K
OMC
Omnicom Group Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
4,940
$73.29 - $90.12 $362K - $445K
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q1 2022 Filed on May 09, 2022
2,310
$94.42 - $114.54 $218K - $265K
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on May 09, 2022
6,789
$41.96 - $50.45 $285K - $343K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
5,446
$32.42 - $42.66 $177K - $232K
RMD
Resmed Inc

Healthcare
Q1 2022 Filed on May 09, 2022
812
$216.12 - $261.47 $175K - $212K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 09, 2022
16,805
$25.45 - $30.25 $428K - $508K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 09, 2022
8,411
N/A
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on May 09, 2022
4,645
$40.23 - $47.74 $187K - $222K
MREO
Mereo Biopharma Group PLC

Healthcare
Q1 2022 Filed on May 09, 2022
19,276
$1.04 - $1.7 $20K - $32.8K
ENTG
Entegris Inc

Technology
Q1 2022 Filed on May 09, 2022
1,623
$109.73 - $140.83 $178K - $229K
FCN
Fti Consulting, Inc

Industrials
Q1 2022 Filed on May 09, 2022
1,615
$137.31 - $158.09 $222K - $255K
QLYS
Qualys, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,937
$111.19 - $143.93 $215K - $279K
Howard Bancorp Inc
Q1 2022 Filed on May 09, 2022
9,949
N/A
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 09, 2022
2,991
$68.8 - $83.58 $206K - $250K
VMW
Vmware, Inc.

Technology
Q1 2022 Filed on May 09, 2022
3,697
$108.69 - $135.87 $402K - $502K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
4,884
$44.77 - $54.33 $219K - $265K
MCHP
Microchip Technology Inc

Technology
Q1 2022 Filed on May 09, 2022
2,818
$65.14 - $88.0 $184K - $248K
COTY
Coty Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
28,168
$7.35 - $10.66 $207K - $300K
MRO
Marathon Oil Corp

Energy
Q1 2022 Filed on May 09, 2022
14,767
$16.87 - $26.04 $249K - $385K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2022 Filed on May 09, 2022
9,681
$30.01 - $31.8 $291K - $308K
EQIX
Equinix Inc

Real Estate
Q1 2022 Filed on May 09, 2022
447
$669.38 - $836.11 $299K - $374K
Xilinx Inc
Q1 2022 Filed on May 09, 2022
1,426
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2022 Filed on May 09, 2022
4,726
$49.07 - $54.16 $232K - $256K
Cerner Corp
Q1 2022 Filed on May 09, 2022
4,204
N/A
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
639
$303.87 - $423.8 $194K - $271K
ORI
Old Republic International Corp

Financial Services
Q1 2022 Filed on May 09, 2022
12,335
$24.25 - $26.91 $299K - $332K
IGOV
Ishares 1 3 International Trea

ETFs
Q1 2022 Filed on May 09, 2022
4,777
$45.96 - $50.38 $220K - $241K
EMB
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
3,090
$93.87 - $107.98 $290K - $334K
NUE
Nucor Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
2,171
$93.04 - $157.62 $202K - $342K
HLI
Houlihan Lokey, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
6,682
$87.8 - $119.53 $587K - $799K
NTRS
Northern Trust Corp

Financial Services
Q1 2022 Filed on May 09, 2022
1,800
$104.09 - $133.62 $187K - $241K
CNC
Centene Corp

Healthcare
Q1 2022 Filed on May 09, 2022
3,054
$75.34 - $87.98 $230K - $269K
AMCR
Amcor PLC

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
16,792
$10.79 - $12.41 $181K - $208K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2022 Filed on May 09, 2022
18,322
$50.35 - $50.74 $923K - $930K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q1 2022 Filed on May 09, 2022
6,607
$35.57 - $40.83 $235K - $270K
TEL
Te Connectivity Ltd.

Technology
Q1 2022 Filed on May 09, 2022
2,507
$126.42 - $164.13 $317K - $411K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q1 2022 Filed on May 09, 2022
20,000
$12.87 - $15.15 $257K - $303K
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