RGT Wealth Advisors, LLC Buys Enbridge Inc, Microsoft Corp, Pfizer Inc, Sells Tortoise North American Pipeline Fund ETF, BTC BlackRock Ultra Short-Term Bond ETF, Kimbell Royalty Partners LP

Investment company RGT Wealth Advisors, LLC (Current Portfolio) buys Enbridge Inc, Microsoft Corp, Pfizer Inc, sells Tortoise North American Pipeline Fund ETF, BTC BlackRock Ultra Short-Term Bond ETF, Kimbell Royalty Partners LP, The Walt Disney Co, iShares Core MSCI Europe ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, RGT Wealth Advisors, LLC. As of 2021Q3, RGT Wealth Advisors, LLC owns 53 stocks with a total value of $506 million. These are the details of the buys and sells.

For the details of RGT Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rgt+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of RGT Wealth Advisors, LLC
  1. iShares MSCI Global Min Vol Factor ETF (ACWV) - 1,869,037 shares, 37.91% of the total portfolio. Shares added by 2.39%
  2. SPDR Gold MiniShares Trust (GLDM) - 7,709,303 shares, 26.58% of the total portfolio. Shares added by 5.00%
  3. iShares S&P Small-Cap 600 Value ETF (IJS) - 858,742 shares, 17.07% of the total portfolio. Shares added by 1.14%
  4. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 741,940 shares, 9.38% of the total portfolio. Shares added by 7.18%
  5. SPDR Gold Shares ETF (GLD) - 38,298 shares, 1.24% of the total portfolio.
New Purchase: Enbridge Inc (ENB)

RGT Wealth Advisors, LLC initiated holding in Enbridge Inc. The purchase prices were between $37.31 and $40.69, with an estimated average price of $39.47. The stock is now traded at around $42.650000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,881 shares as of 2021-09-30.

New Purchase: Pfizer Inc (PFE)

RGT Wealth Advisors, LLC initiated holding in Pfizer Inc. The purchase prices were between $39.25 and $50.42, with an estimated average price of $44.27. The stock is now traded at around $41.320000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,904 shares as of 2021-09-30.

New Purchase: Microsoft Corp (MSFT)

RGT Wealth Advisors, LLC initiated holding in Microsoft Corp. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $307.290000. The impact to a portfolio due to this purchase was 0.05%. The holding were 905 shares as of 2021-09-30.

Sold Out: Kimbell Royalty Partners LP (KRP)

RGT Wealth Advisors, LLC sold out a holding in Kimbell Royalty Partners LP. The sale prices were between $10.21 and $14.36, with an estimated average price of $11.92.

Sold Out: iShares Core MSCI Europe ETF (IEUR)

RGT Wealth Advisors, LLC sold out a holding in iShares Core MSCI Europe ETF. The sale prices were between $55.75 and $60.04, with an estimated average price of $58.3.

Sold Out: Vanguard Growth ETF (VUG)

RGT Wealth Advisors, LLC sold out a holding in Vanguard Growth ETF. The sale prices were between $286.19 and $308.66, with an estimated average price of $298.29.

Sold Out: Fidelity National Information Services Inc (FIS)

RGT Wealth Advisors, LLC sold out a holding in Fidelity National Information Services Inc. The sale prices were between $121.38 and $150.86, with an estimated average price of $134.16.

Sold Out: Alibaba Group Holding Ltd (BABA)

RGT Wealth Advisors, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.



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