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
XEL
Xcel Energy Inc

Utilities
Q4 2019 Filed on Jan 30, 2020
199
$60.07 - $64.95 $12K - $12.9K
XYL
Xylem Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
771
$73.43 - $84.77 $56.6K - $65.4K
Zagg Inc Com
Q4 2019 Filed on Jan 30, 2020
400
N/A
Axa Subordinated Annual
Q4 2019 Filed on Jan 30, 2020
50
N/A
Aon PLC Com Cl A
Q4 2019 Filed on Jan 30, 2020
621
N/A
Aurizon Network Pty LTD Sr Unsecured
Q4 2019 Filed on Jan 30, 2020
60
N/A
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
100
$101.03 - $134.17 $10.1K - $13.4K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
300
$33.89 - $38.94 $10.2K - $11.7K
Croghan Bancshares Inc Com
Q4 2019 Filed on Jan 30, 2020
1,031
N/A
DXC
Dxc Technology CO

Technology
Q4 2019 Filed on Jan 30, 2020
58
$26.33 - $37.76 $1.53K - $2.19K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2019 Filed on Jan 30, 2020
94
$13.85 - $17.46 $1.3K - $1.64K
HPQ
Hp Inc

Technology
Q4 2019 Filed on Jan 30, 2020
94
$16.03 - $20.69 $1.51K - $1.94K
HUN
Huntsman Corp

Basic Materials
Q4 2019 Filed on Jan 30, 2020
1,129
$21.47 - $24.75 $24.2K - $27.9K
Invesco Exchange Traded Fd Tr Dynmc Retail ETF
Q4 2019 Filed on Jan 30, 2020
1,000
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2019 Filed on Jan 30, 2020
2,334
$28.58 - $29.63 $66.7K - $69.2K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
300
$27.33 - $31.12 $8.2K - $9.34K
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2019 Filed on Jan 30, 2020
1
$53.52 - $58.4 $53.5 - $58.4
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
114
$50.1 - $59.47 $5.71K - $6.78K
SECT
Sector 10, Inc.

ETFs
Q4 2019 Filed on Jan 30, 2020
1,282
$28.43 - $31.2 $36.4K - $40K
Perspecta Inc Com
Q4 2019 Filed on Jan 30, 2020
4
N/A
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q4 2019 Filed on Jan 30, 2020
1,000
$13.93 - $14.8 $13.9K - $14.8K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
182
$51.7 - $76.52 $9.41K - $13.9K
Tjiwi Kimia Fn Maurtius In Default Note
Q4 2019 Filed on Jan 30, 2020
35
N/A
TRN
Trinity Industries Inc

Industrials
Q4 2019 Filed on Jan 30, 2020
1,800
$16.09 - $23.01 $29K - $41.4K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2019 Filed on Jan 30, 2020
16
$98.83 - $104.1 $1.58K - $1.67K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2019 Filed on Jan 30, 2020
4
$84.13 - $92.78 $337 - $371
CGC
Canopy Growth Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
373
$14.22 - $23.38 $5.3K - $8.72K
GTXO
Gtx Corp

Technology
Q4 2019 Filed on Jan 30, 2020
284
$0.28 - $0.75 $79.5 - $213
REET
Ishares Global Reit ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
636
$26.72 - $28.85 $17K - $18.3K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2019 Filed on Jan 30, 2020
363
$57.76 - $64.9 $21K - $23.6K
ACA
Arcosa, Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
832
$32.56 - $45.76 $27.1K - $38.1K
CNC
Centene Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
210
$42.73 - $63.65 $8.97K - $13.4K
DELL
Dell Technologies Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
48
$23.88 - $28.49 $1.15K - $1.37K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
145
$88.65 - $118.44 $12.9K - $17.2K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2019 Filed on Jan 30, 2020
180
$16.07 - $21.03 $2.89K - $3.79K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
105
$8.82 - $12.1 $926 - $1.27K
AGZ
Ishares Agency Bond ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
585
$115.39 - $117.04 $67.5K - $68.5K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Jan 30, 2020
100
$96.94 - $113.59 $9.69K - $11.4K
Morgan Stanley Pvt Bk Purchas Cd
Q4 2019 Filed on Jan 30, 2020
10
N/A
OXY
Occidental Petroleum Corp

Energy
Q4 2019 Filed on Jan 30, 2020
2,949
$37.34 - $44.23 $110K - $130K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
98
$8.77 - $15.23 $859 - $1.49K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q4 2019 Filed on Jan 30, 2020
100
$36.46 - $39.61 $3.65K - $3.96K
SQ
Block, Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
570
$58.36 - $69.65 $33.3K - $39.7K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2019 Filed on Jan 30, 2020
10
$16.88 - $20.83 $169 - $208
Us Bancorp Dep Shs Repr Pfd Ser F
Q4 2019 Filed on Jan 30, 2020
4,745
N/A
ITM
Vaneck Intermediate Muni ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
962
$49.84 - $50.73 $47.9K - $48.8K
BNDX
Vanguard Total International B

ETFs
Q4 2019 Filed on Jan 30, 2020
478
$56.58 - $58.91 $27K - $28.2K
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
35
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
30
N/A
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