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  Name: Moss Adams Wealth Advisors LLC
  City: SEATTLE
  State: WA
  Zip: 98104
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $622,399,000
  Total Value Change : $142,738,000
  Securities Held Change : 30
   
All Securities Held : 152
  New Positions : 40
  Closed Positions : 12
  Increased Positions : 80
  Unchanged Positions : 8
  Decreased Positions : 24

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GTBP)1 Year Chart         GTBP Gt Biopharma Ord Shs 155 Closed $0.00 $0 0 0% -5,000 -20,000 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 161 Closed $39.42 $0 0 0% -292,000 -7,889 0    Closed - End Fund - Debt
   (IMMX)1 Year Chart         IMMX Immix Biopharma, Inc. 154 Closed $0.00 $0 0 0% -138,000 -20,000 0    N/A
   (APCX)1 Year Chart         APCX Apptech Payments Ord Shs 160 Closed $0.05 $0 0 0% -30,000 -15,000 0    Restaurants
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 153 Closed $14.87 $0 0 0% -323,000 -20,775 0    Closed - End Fund - Debt
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 159 Closed $73.56 $0 0 0% -233,000 -3,382 0    Investment Brokerage ...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 158 Closed $49.56 $0 0 0% -307,000 -6,408 0    Closed - End Fund - F...
   (ORGN)1 Year Chart         ORGN Origin Materials, Inc 164 Closed $1.03 $0 0 0% -21,000 -25,000 0    N/A
   (NNVC)1 Year Chart         NNVC NanoViricides Inc 157 Closed $0.20 $0 0 0% -12,000 -12,000 0    Research Services
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 163 Closed $62.65 $0 0 0% -390,000 -7,001 0    Closed - End Fund - Debt
   (PSTG)1 Year Chart         PSTG Pure Storage, Inc. 156 Closed $66.89 $0 0 0% -10,199,000 -286,019 0    N/A
   (TGT)1 Year Chart         TGT Target Corp 162 Closed $146.78 $0 0 0% -250,000 -1,753 0    Discount, Variety Stores
      12 Records Found
  1    
Page 1 of 1
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