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
Altaba Inc
Q4 2019 Filed on Jan 30, 2020
300
N/A
Aphria Inc Com
Q4 2019 Filed on Jan 30, 2020
1,000
N/A
AGR
Avangrid, Inc.

Utilities
Q4 2019 Filed on Jan 30, 2020
22
$48.09 - $51.93 $1.06K - $1.14K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
19
$35.16 - $42.76 $668 - $812
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
250
$67.05 - $76.05 $16.8K - $19K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2019 Filed on Jan 30, 2020
100
$32.58 - $40.75 $3.26K - $4.08K
Compass Bank Cd
Q4 2019 Filed on Jan 30, 2020
10
N/A
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q4 2019 Filed on Jan 30, 2020
36
$39.54 - $40.45 $1.42K - $1.46K
DOCU
Docusign, Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
215
$60.76 - $75.57 $13.1K - $16.2K
Dutchess Cnty Ny Pub Impt Ser Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
EXP
Eagle Materials Inc

Basic Materials
Q4 2019 Filed on Jan 30, 2020
111
$87.42 - $95.44 $9.7K - $10.6K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2019 Filed on Jan 30, 2020
266
$26.94 - $28.5 $7.17K - $7.58K
GGG
Graco Inc

Industrials
Q4 2019 Filed on Jan 30, 2020
358
$43.53 - $52.26 $15.6K - $18.7K
Illinois Fin Auth Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
15
N/A
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
42
$206.54 - $234.46 $8.67K - $9.85K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2019 Filed on Jan 30, 2020
601
$36.9 - $40.62 $22.2K - $24.4K
ITT
Itt Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
839
$55.2 - $74.16 $46.3K - $62.2K
Kaukauna Wis Wtrwks Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
King Cnty Wash Pub Hosp Dist Go Ref Callable
Q4 2019 Filed on Jan 30, 2020
15
N/A
MTD
Mettler Toledo International Inc

Healthcare
Q4 2019 Filed on Jan 30, 2020
10
$658.61 - $793.31 $6.59K - $7.93K
Morgan Stanley Bank Na Cd
Q4 2019 Filed on Jan 30, 2020
10
N/A
Morgan Stanley Pvt Bk Purchas Cd
Q4 2019 Filed on Jan 30, 2020
10
N/A
MORN
Morningstar, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
100
$143.18 - $162.37 $14.3K - $16.2K
New York St Dorm Auth Revs Gen Purp Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
New York St Twy Auth Gen Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
NICE
Nice Ltd.

Technology
Q4 2019 Filed on Jan 30, 2020
100
$141.89 - $159.12 $14.2K - $15.9K
PACW
Pacwest Bancorp

Financial Services
Q4 2019 Filed on Jan 30, 2020
141
$34.77 - $39.5 $4.9K - $5.57K
Pennsylvania Hsg Fin Agy Sing Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Priority Income Fund Inc 6.25 Per Cent Term Prf Stk Due 2023
Q4 2019 Filed on Jan 30, 2020
400
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
117
$22.24 - $24.07 $2.6K - $2.82K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2019 Filed on Jan 30, 2020
121
$31.2 - $34.65 $3.78K - $4.19K
St Francis Mn Indt Sch Dist Go Facs Maintenance Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
569
$17.89 - $27.55 $10.2K - $15.7K
Suffolk Cnty N Y Ref Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Sunflower Bank Cd
Q4 2019 Filed on Jan 30, 2020
10
N/A
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
3
$56.46 - $62.59 $169 - $188
Tomkins Cty Ny Dev Corp Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Ubs Ag London Brh
Q4 2019 Filed on Jan 30, 2020
83
N/A
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
461
$228.49 - $265.99 $105K - $123K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2019 Filed on Jan 30, 2020
22
$57.62 - $61.5 $1.27K - $1.35K
Vernon Calif Redev Agy Tax Tax Alloc Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2019 Filed on Jan 30, 2020
2,517
$63.59 - $80.97 $160K - $204K
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
10
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
10
N/A
Wells Fargo Bank Na Cd Mthly
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
World Gold Trust Spdr Gld Minis ETF
Q4 2019 Filed on Jan 30, 2020
2,226
N/A
XLNX
Xilinx, Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
28
N/A
Abbvie Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
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