Strategic Wealth Partners, Ltd. Sells in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-1.04K
- 9.53%
$104.3 - $106.3 $108K - $111K
9.88K $1.05M
HLN
Haleon PLC

Healthcare
-10.2K
Closed
$8.32 - $10.7 $85K - $109K
0 $0
IRM
Iron Mountain Inc

Real Estate
-1.96K
- 37.91%
$89.69 - $119.32 $176K - $234K
3.21K $381K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10.7K
Closed
$6.71 - $8.78 $71.5K - $93.6K
0 $0
COIN
Coinbase Global, Inc.

Technology
-9
- 0.52%
$147.09 - $265.15 $1.32K - $2.39K
1.71K $304K
ORCL
Oracle Corp

Technology
-10.9K
- 17.81%
$125.9 - $170.35 $1.38M - $1.86M
50.4K $8.59M
QCOM
Qualcomm Inc

Technology
-19
- 0.83%
$156.12 - $209.64 $2.97K - $3.98K
2.27K $386K
MPW
Medical Properties Trust Inc

Real Estate
-16.1K
Closed
$4.03 - $6.38 $64.7K - $102K
0 $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.36K
- 20.25%
$60.84 - $67.51 $82.6K - $91.7K
5.35K $361K
VMC
Vulcan Materials CO

Basic Materials
-361
- 2.04%
$231.83 - $274.51 $83.7K - $99.1K
17.3K $4.33M
CVS
Cvs Health Corp

Healthcare
-1.5K
- 18.26%
$55.81 - $63.18 $83.5K - $94.6K
6.7K $421K
ASML
Asml Holding Nv

Technology
-4
- 1.33%
$749.82 - $1098.95 $3K - $4.4K
297 $247K
XLE
Energy Sector Spdr

ETFs
-491
- 11.16%
$84.35 - $93.39 $41.4K - $45.9K
3.91K $343K
NVO
Novo Nordisk A S

Healthcare
-37
- 1.67%
$119.07 - $145.42 $4.41K - $5.38K
2.19K $260K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-279
- 15.97%
$147.95 - $191.05 $41.3K - $53.3K
1.47K $254K
SOUN
Soundhound Ai, Inc.

Technology
-12.3K
Closed
$3.89 - $6.2 $48K - $76.5K
0 $0
VUG
Vanguard Growth ETF

ETFs
-174
- 8.87%
$341.08 - $391.94 $59.3K - $68.2K
1.79K $686K
BAC
Bank Of America Corp

Financial Services
-1.02K
- 5.78%
$36.65 - $44.13 $37.5K - $45.1K
16.7K $661K
USFR
Wisdomtree Floating Rate Treas

ETFs
-782
- 4.49%
$50.2 - $50.48 $39.3K - $39.5K
16.6K $834K
XLF
Financial Sector Spdr

ETFs
-1.81K
- 16.07%
$40.84 - $45.74 $74K - $82.9K
9.47K $428K
PFFV
Global X Variable Rate Preferr

Technology
-1.88K
- 8.01%
$23.2 - $24.27 $43.7K - $45.7K
21.6K $520K
VTV
Vanguard Value ETF

ETFs
-537
- 12.27%
$159.75 - $174.57 $85.8K - $93.7K
3.84K $670K
JRS
Nuveen Real Estate Income Fund

Financial Services
-10.5K
- 25.56%
$7.64 - $9.3 $80.2K - $97.7K
30.6K $284K
IEMG
Ishares Inc

ETFs
-548
- 6.78%
$53.64 - $53.64 $29.4K - $29.4K
7.54K $404K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.01K
- 12.57%
$28.75 - $29.46 $29.2K - $29.9K
7.05K $207K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.15K
- 4.49%
$51.02 - $52.74 $58.7K - $60.7K
24.5K $1.29M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-152
- 2.87%
$42.59 - $60.56 $6.47K - $9.21K
5.15K $260K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-636
- 3.93%
$30.55 - $30.85 $19.4K - $19.6K
15.5K $479K
GBIL
Goldman Sachs Access Treasury

ETFs
-222
- 1.66%
$99.7 - $100.3 $22.1K - $22.3K
13.1K $1.32M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-348
- 8.24%
$76.38 - $78.87 $26.6K - $27.4K
3.88K $305K
APH
Amphenol Corp

Technology
-136
- 3.32%
$58.39 - $70.41 $7.94K - $9.58K
3.96K $258K
FISV
Fiserv Inc

Technology
-131
- 3.07%
N/A
4.14K $518K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-832
- 14.42%
$41.9 - $48.26 $34.9K - $40.2K
4.94K $236K
EXAS
Exact Sciences Corp

Healthcare
-174
- 4.43%
$42.43 - $70.83 $7.38K - $12.3K
3.75K $255K
AMD
Advanced Micro Devices Inc

Technology
-319
- 1.56%
$128.67 - $183.96 $41K - $58.7K
20.2K $3.31M
MUB
Ishares National Muni Bond ETF

ETFs
-190
- 5.72%
$106.13 - $108.7 $20.2K - $20.7K
3.13K $340K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-322
- 3.12%
$81.31 - $83.29 $26.2K - $26.8K
10K $831K
HAS
Hasbro, Inc.

Consumer Cyclical
-810
- 21.87%
$56.54 - $72.32 $45.8K - $58.6K
2.89K $209K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-247
- 4.66%
$38.51 - $41.69 $9.51K - $10.3K
5.05K $210K
AME
Ametek Inc

Industrials
-91
- 4.47%
$152.74 - $176.01 $13.9K - $16K
1.95K $334K
XLV
Select Sector Spdr Fund Health

ETFs
-122
- 7.67%
$143.3 - $157.24 $17.5K - $19.2K
1.47K $226K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-307
- 4.7%
$44.9 - $47.55 $13.8K - $14.6K
6.23K $294K
Lazard Inc
-31.6K
- 16.13%
N/A
164K $0
Linde PLC
-698
Closed
N/A
0 $0
Gsk PLC
-3.22K
- 27.31%
N/A
8.57K $0
VO
Vanguard Mid Cap ETF

ETFs
-100
- 8.28%
$237.84 - $263.83 $23.8K - $26.4K
1.11K $292K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-62
- 1.25%
$98.99 - $101.51 $6.14K - $6.29K
4.88K $494K
SLI
Standard Lithium Ltd.

Basic Materials
-1K
- 6.45%
$1.1 - $1.69 $1.1K - $1.69K
14.5K $23K
TGT
Target Corp

Consumer Defensive
-181
- 4.05%
$133.47 - $159.25 $24.2K - $28.8K
4.28K $667K
Activity Summary
Buys All Purchases 158 New Holdings 13 Increased Positions 145 Sells All Sells 131 Reductions 118 Sold out 13 Options Calls 1 Puts 0
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