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Company Main View
Name:
Activest Wealth Management
City:
AVENTURE
State:
FL
Zip:
33180
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$207,625,000
Total Value Change :
$26,354,000
Securities Held Change :
81
All Securities Held :
438
New Positions
:
78
Closed Positions
:
31
Increased Positions
:
124
Unchanged Positions
:
143
Decreased Positions
:
92
Download
Free Registration Required For Full Results
Holdings Found :
31
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
LPI
Laredo Petroleum Inc
400
Closed
$0.95
$0
0
0%
0
0
0
Independent Oil & Gas
OSCR
Oscar Health, Inc.
437
Closed
$0.00
$0
0
0%
0
0
0
N/A
DAL
Delta Air Lines Inc
410
Closed
$46.55
$0
0
0%
0
0
0
Major Airlines
PAVE
Global X Us Infrastructure ...
443
Closed
$0.00
$0
0
0%
0
0
0
N/A
HON
Honeywell International Inc
422
Closed
$198.05
$0
0
0%
0
0
0
Conglomerates
POOL
Pool Corporation
399
Closed
$365.82
$0
0
0%
0
0
0
Wholesale, Other
IUSB
Ishares Core Total Usd Bond...
436
Closed
$0.00
$0
0
0%
0
0
0
N/A
DDOG
Datadog, Inc.
409
Closed
$0.00
$0
0
0%
0
0
0
N/A
EZU
iShares MSCI-EMU
442
Closed
$0.00
$0
0
0%
0
0
0
Closed - End Fund - E...
AIRR
First Trust Rba American In...
421
Closed
$68.55
$0
0
0%
0
0
0
N/A
PDD
Bloom Energy Corp
398
Closed
$139.16
$0
0
0%
0
0
0
N/A
SHYG
Ishares 0 5 Year High Yield...
435
Closed
$42.16
$0
0
0%
0
0
0
N/A
BFI
BurgerFi International, Inc
408
Closed
$0.40
$0
0
0%
0
0
0
N/A
ITEQ
Bluestar Tabigitech Israel ...
441
Closed
$0.00
$0
0
0%
-17,000
-378
0
N/A
AGRO
Adecoagro SA
420
Closed
$11.30
$0
0
0%
0
0
0
Farm Products
FLEE
Franklin Ftse Europe Etf
381
Closed
$0.00
$0
0
0%
0
0
0
N/A
MSOS
Advisorshares Pure Us Canna...
428
Closed
$0.00
$0
0
0%
0
0
0
N/A
IPAY
Amplify Mobile Payments ETF
407
Closed
$49.16
$0
0
0%
0
0
0
N/A
LULU
Lululemon Athletica Inc
440
Closed
$345.61
$0
0
0%
0
0
0
Textile - Apparel Clo...
COMT
iShares Commodities Select ...
419
Closed
$27.06
$0
0
0%
0
0
0
N/A
SID
Companhia Siderurgica Nacio...
349
Closed
$2.75
$0
0
0%
0
0
0
Steel & Iron
CHK
Chesapeake Energy Corp
425
Closed
$88.37
$0
0
0%
0
0
0
Independent Oil & Gas
NET
Cloudflare, Inc.
406
Closed
$0.00
$0
0
0%
0
0
0
N/A
HES
Hess Corporation
439
Closed
$157.66
$0
0
0%
0
0
0
Oil & Gas Refining, P...
ASML
ASML Holding N.V. (ADR)
417
Closed
$0.00
$0
0
0%
0
0
0
Semiconductor Equipme...
CDAY
Ceridian Hcm Holding Inc
424
Closed
$58.96
$0
0
0%
0
0
0
N/A
HSIC
Henry Schein Inc
401
Closed
$72.76
$0
0
0%
0
0
0
Medical Equipment Who...
ENTG
Entegris Inc
438
Closed
$130.01
$0
0
0%
0
0
0
Semiconductor Equipme...
IOT
Samsara Inc.
416
Closed
$38.41
$0
0
0%
0
0
0
N/A
SYM
Symbotic Inc
444
Closed
$48.36
$0
0
0%
0
0
0
N/A
DRTS
Alpha Tau Medical Ord Shs
423
Closed
$0.00
$0
0
0%
0
0
0
N/A
31
Records Found
1
Page 1 of 1
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