Strategic Wealth Partners, Ltd. Closed Positions in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FCG
First Tr Exchange Traded Fd

ETFs
-262K
Closed
$23.05 - $27.24 $6.04M - $7.14M
0 $0
KHC
Kraft Heinz CO

Consumer Defensive
-14K
Closed
$31.86 - $36.13 $446K - $505K
0 $0
HUM
Humana Inc

Healthcare
-885
Closed
$310.25 - $404.52 $275K - $358K
0 $0
MU
Micron Technology Inc

Technology
-2.09K
Closed
$86.27 - $136.82 $180K - $286K
0 $0
NYCB
New York Community Bancorp Inc

Financial Services
-82K
Closed
$3.24 - $12.0 $266K - $984K
0 $0
AAON
Aaon, Inc.

Industrials
-2.87K
Closed
$83.58 - $107.82 $240K - $310K
0 $0
WDAY
Workday, Inc.

Technology
-1.01K
Closed
$207.75 - $264.68 $210K - $267K
0 $0
VNQ
Vanguard Specialized Funds Van

ETFs
-2.54K
Closed
$82.97 - $98.97 $211K - $251K
0 $0
HLN
Haleon PLC

Healthcare
-10.2K
Closed
$8.32 - $10.7 $85K - $109K
0 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10.7K
Closed
$6.71 - $8.78 $71.5K - $93.6K
0 $0
SOUN
Soundhound Ai, Inc.

Technology
-12.3K
Closed
$3.89 - $6.2 $48K - $76.5K
0 $0
Linde PLC
-698
Closed
N/A
0 $0
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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