News + Filings Holdings
|
|
LIBERTY WEALTH MANAGEMENT LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
ISHARES U S ETF TR
| COMT | Common | 0 | -56,845 | 0 | -2,030,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| SLY | Common | 0 | -25,515 | 0 | -1,931,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Invesco Exchange-Traded Fund Trust II
| EELV | Exchange Traded Fund | 0 | -84,176 | 0 | -1,766,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| ICVT | Common | 0 | -17,207 | 0 | -1,185,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ANALOG DEVICES INC
| ADI | Common | 0 | -4,422 | 0 | -616,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
CLOROX CO /DE/
| CLX | Common | 0 | -4,622 | 0 | -593,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Extra Space Storage Inc.
| EXR | COM | 0 | -1,467 | 0 | -253,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
SJW GROUP
| SJW | COM | 0 | -4,360 | 0 | -251,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
SEMPRA
| SRE | Common | 0 | -1,620 | 0 | -243,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ESSEX PROPERTY TRUST, INC.
| ESS | Common | 0 | -927 | 0 | -224,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Nextdoor Holdings, Inc.
| KIND | COMMON STOCK | 0 | -35,021 | 0 | -97,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Virtus Convertible & Income Fund
| NCV | ETF | 0 | -24,177 | 0 | -77,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
|
|
|