Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SJM
J M Smucker CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
40
$101.51 - $108.4 $4.06K - $4.34K
SNAP
Snap Inc

Communication Services
Q4 2019 Filed on Jan 30, 2020
10
$13.18 - $16.33 $132 - $163
South Bend Ind Redev Auth Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Southern Minn Mun Pwr Agy Pwr Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Springfield Mo Spl Oblig Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Stafford Twp Nj Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
STT
State Street Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
1,993
$55.15 - $80.42 $110K - $160K
Sumter Cnty Fla Indl Dev Auth Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Suncor Energy Inc Senior Note Callable M/W
Q4 2019 Filed on Jan 30, 2020
106
N/A
Sunrise Fla Util Sys Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Sunrise Water Auth Ore Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Synchrony Bank Cd
Q4 2019 Filed on Jan 30, 2020
25
N/A
TFSL
Tfs Financial Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
1,555
$17.68 - $20.42 $27.5K - $31.8K
Tampa Fla Util Tax Impt Rev Bds
Q4 2019 Filed on Jan 30, 2020
30
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2019 Filed on Jan 30, 2020
500
$6.53 - $10.72 $3.27K - $5.36K
Texas Pacific Land Trust Com
Q4 2019 Filed on Jan 30, 2020
200
N/A
TD
Toronto Dominion Bank

Financial Services
Q4 2019 Filed on Jan 30, 2020
200
$54.66 - $58.28 $10.9K - $11.7K
Transcanada Pipelines LTD Mtn Senior Debenture M/W
Q4 2019 Filed on Jan 30, 2020
47
N/A
Travis Cnty Tex Wtr Ctl & Imp Ultd Tax Ref Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Triborough Bridge & Tunnel Aut Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Jan 30, 2020
441
$28.89 - $40.8 $12.7K - $18K
Unilever Nv Adr Sponsored
Q4 2019 Filed on Jan 30, 2020
250
N/A
Union Cnty Nc LTD Oblig Ref LTD Oblig Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
University Ark Board Trustee Rev Bds
Q4 2019 Filed on Jan 30, 2020
5
N/A
Utah St Brd Regents Student Ln Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
VLO
Valero Energy Corp

Energy
Q4 2019 Filed on Jan 30, 2020
1,214
$82.8 - $101.4 $101K - $123K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2019 Filed on Jan 30, 2020
3,490
$39.9 - $44.4 $139K - $155K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2019 Filed on Jan 30, 2020
316
$100.01 - $111.61 $31.6K - $35.3K
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2019 Filed on Jan 30, 2020
129
$175.19 - $190.6 $22.6K - $24.6K
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Jan 30, 2020
465
$55.15 - $74.56 $25.6K - $34.7K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2019 Filed on Jan 30, 2020
75
$144.1 - $159.03 $10.8K - $11.9K
VV
Vanguard Large Cap ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
147
$132.26 - $148.31 $19.4K - $21.8K
Virgin Islands Wtr & Pwr Auth Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
5
N/A
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
2
$88.31 - $123.64 $177 - $247
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2019 Filed on Jan 30, 2020
477
$18.79 - $21.25 $8.96K - $10.1K
Volusia Cnty Fla Ref Cops
Q4 2019 Filed on Jan 30, 2020
10
N/A
WPC
W. P. Carey Inc.

Real Estate
Q4 2019 Filed on Jan 30, 2020
334
$76.67 - $93.45 $25.6K - $31.2K
Washington St Cops
Q4 2019 Filed on Jan 30, 2020
10
N/A
Washington St Mtr Veh Fuel Tax Go Ref
Q4 2019 Filed on Jan 30, 2020
10
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
20
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
6
$140.93 - $162.16 $846 - $973
Whirlpool Corp Sera Mtn Be Senior Note M/W
Q4 2019 Filed on Jan 30, 2020
5
N/A
Witchita Kans Go Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Witchita Kans Go Sales Tax Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Wisconsin St Transprtn Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
DHS
Wisdomtree Tr U.S

ETFs
Q4 2019 Filed on Jan 30, 2020
628
$72.3 - $77.34 $45.4K - $48.6K
ELD
Wisdomtree Emerging Local Debt

ETFs
Q4 2019 Filed on Jan 30, 2020
7,044
$34.34 - $35.94 $242K - $253K
Woodbridge Twp Nj Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
WOR
Worthington Industries Inc

Industrials
Q4 2019 Filed on Jan 30, 2020
361
$34.31 - $44.02 $12.4K - $15.9K
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