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
Independence Ohio Various Purp Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Independence Ohio Various Purp Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Independence Ohio Various Purp Ref Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
259
$18.52 - $18.93 $4.8K - $4.9K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
56
$113.69 - $127.09 $6.37K - $7.12K
Invesco Exchange Traded Self I Bulshs 2021 Cb ETF
Q4 2019 Filed on Jan 30, 2020
408
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2019 Filed on Jan 30, 2020
410
$21.44 - $21.59 $8.79K - $8.85K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2019 Filed on Jan 30, 2020
421
$21.23 - $21.39 $8.94K - $9.01K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2019 Filed on Jan 30, 2020
425
$21.33 - $21.55 $9.07K - $9.16K
IHE
Ishares Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
120
$137.35 - $161.75 $16.5K - $19.4K
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
151
$91.22 - $98.37 $13.8K - $14.9K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2019 Filed on Jan 30, 2020
293
$65.12 - $72.96 $19.1K - $21.4K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2019 Filed on Jan 30, 2020
236
$57.47 - $58.27 $13.6K - $13.8K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2019 Filed on Jan 30, 2020
304
$50.21 - $50.36 $15.3K - $15.3K
Jpmorgan Chase &Co
Q4 2019 Filed on Jan 30, 2020
0
N/A
JNPR
Juniper Networks Inc

Technology
Q4 2019 Filed on Jan 30, 2020
200
$23.15 - $26.3 $4.63K - $5.26K
Lam Research Corp Call December 255
Q4 2019 Filed on Jan 30, 2020
0
N/A
Lowe'S Companies Inc Call January 125
Q4 2019 Filed on Jan 30, 2020
0
N/A
Marathon Petroleum Corp Call January 60
Q4 2019 Filed on Jan 30, 2020
0
N/A
MTZ
Mastec Inc

Industrials
Q4 2019 Filed on Jan 30, 2020
67
$60.09 - $72.82 $4.03K - $4.88K
Medtronic PLC
Q4 2019 Filed on Jan 30, 2020
0
N/A
Metlife Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Microsoft Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
Morgan Stanley
Q4 2019 Filed on Jan 30, 2020
0
N/A
Nvidia Corp Call December 205
Q4 2019 Filed on Jan 30, 2020
0
N/A
ON
On Semiconductor Corp

Technology
Q4 2019 Filed on Jan 30, 2020
261
$17.12 - $24.55 $4.47K - $6.41K
Oracle Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
Palo Alto Networks Inc Call December 230
Q4 2019 Filed on Jan 30, 2020
0
N/A
Pepsico Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Philip Morris Intl Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Philip Morris Intl Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Philip Morris Intl Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Philip Morris Intl Inc Call December 80
Q4 2019 Filed on Jan 30, 2020
0
N/A
PSTG
Pure Storage, Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
291
$15.55 - $20.48 $4.53K - $5.96K
SPG
Simon Property Group Inc

Real Estate
Q4 2019 Filed on Jan 30, 2020
16
$144.01 - $158.06 $2.3K - $2.53K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
70
$61.54 - $85.88 $4.31K - $6.01K
Tjx Cos Inc New
Q4 2019 Filed on Jan 30, 2020
0
N/A
Ulta Beauty Inc Call December 250
Q4 2019 Filed on Jan 30, 2020
0
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
79
$157.12 - $175.25 $12.4K - $13.8K
VHT
Vanguard Health Care ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
69
$163.53 - $193.07 $11.3K - $13.3K
VFF
Village Farms International, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
527
$5.52 - $9.31 $2.91K - $4.91K
Visa Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
VOXX
Voxx International Corp

Technology
Q4 2019 Filed on Jan 30, 2020
100
$4.25 - $5.16 $425 - $516
Walmart Inc Call January 120
Q4 2019 Filed on Jan 30, 2020
0
N/A
Zimmer Biomet Holdings Inc Call December 150
Q4 2019 Filed on Jan 30, 2020
0
N/A
ACM
Aecom

Industrials
Q3 2019 Filed on Oct 28, 2019
375
$32.44 - $38.43 $12.2K - $14.4K
American Express Bank Fsb Cd
Q3 2019 Filed on Oct 28, 2019
20
N/A
Amerigas Partners Lp/Amerigas Unit L P Int
Q3 2019 Filed on Oct 28, 2019
268
N/A
Burlington Cnty N J Bridge CO County Gtd Bridge Sys Re
Q3 2019 Filed on Oct 28, 2019
15
N/A
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email