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
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2019 Filed on Oct 28, 2019
108
$45.9 - $46.68 $4.96K - $5.04K
PAA
Plains All American Pipeline LP

Energy
Q3 2019 Filed on Oct 28, 2019
1,300
$20.75 - $25.04 $27K - $32.6K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q3 2019 Filed on Oct 28, 2019
108
$41.7 - $42.86 $4.5K - $4.63K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2019 Filed on Oct 28, 2019
124
$53.33 - $54.71 $6.61K - $6.78K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q3 2019 Filed on Oct 28, 2019
124
$50.75 - $52.31 $6.29K - $6.49K
St Paul Mn Hsg & Redev Auth Lease Rev Bds Callable
Q3 2019 Filed on Oct 28, 2019
5
N/A
TRGP
Targa Resources Corp.

Energy
Q3 2019 Filed on Oct 28, 2019
1,025
$32.46 - $43.27 $33.3K - $44.4K
Abbvie Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q3 2019 Filed on Oct 28, 2019
300
$14.73 - $17.54 $4.42K - $5.26K
Alibaba Group Hldg LTD
Q3 2019 Filed on Oct 28, 2019
0
N/A
American Express CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q3 2019 Filed on Oct 28, 2019
24
$32.06 - $44.0 $769 - $1.06K
Baxter Intl Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
CTRA
Coterra Energy Inc.

Energy
Q3 2019 Filed on Oct 28, 2019
305
$16.16 - $24.03 $4.93K - $7.33K
ENDTF
Canoe Eit Income Fund Units (C
Q3 2019 Filed on Oct 28, 2019
250
N/A
Citigroup Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Cpfl Energia Sa Adr Sponsored
Q3 2019 Filed on Oct 28, 2019
158
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Emerson Elec CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Fedex Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Fedex Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Gilead Sciences Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Intel Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2019 Filed on Oct 28, 2019
1,074
$50.07 - $52.71 $53.8K - $56.6K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2019 Filed on Oct 28, 2019
372
$48.52 - $49.75 $18K - $18.5K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2019 Filed on Oct 28, 2019
907
$39.61 - $43.02 $35.9K - $39K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q3 2019 Filed on Oct 28, 2019
280
$50.22 - $50.52 $14.1K - $14.1K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2019 Filed on Oct 28, 2019
228
$70.31 - $73.75 $16K - $16.8K
Jp Morgan ETF Trust Betabuldr Deve ETF
Q3 2019 Filed on Oct 28, 2019
205
N/A
Jp Morgan ETF Trust Betabuldrs Cda ETF
Q3 2019 Filed on Oct 28, 2019
471
N/A
Jp Morgan ETF Trust Betbuld Europe ETF
Q3 2019 Filed on Oct 28, 2019
867
N/A
Jp Morgan ETF Trust Betbuld Japan ETF
Q3 2019 Filed on Oct 28, 2019
676
N/A
Medtronic PLC
Q3 2019 Filed on Oct 28, 2019
0
N/A
Metlife Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Oracle Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
RGA
Reinsurance Group Of America Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
18
$144.51 - $162.99 $2.6K - $2.93K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2019 Filed on Oct 28, 2019
8
$30.43 - $31.22 $243 - $250
SAVE
Spirit Airlines, Inc.

Industrials
Q3 2019 Filed on Oct 28, 2019
123
$36.03 - $55.05 $4.43K - $6.77K
Target Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Union Pacific Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Union Pacific Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Walmart Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Waste Mgmt Inc Del
Q3 2019 Filed on Oct 28, 2019
0
N/A
Ally Bk Midvale Utah Cd
Q2 2019 Filed on Aug 06, 2019
20
N/A
ATHX
Athersys, Inc

Healthcare
Q2 2019 Filed on Aug 06, 2019
2,415
$1.39 - $2.03 $3.36K - $4.9K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q2 2019 Filed on Aug 06, 2019
659
$5.43 - $6.4 $3.58K - $4.22K
SAN
Banco Santander, S.A.

Financial Services
Q2 2019 Filed on Aug 06, 2019
388
$4.33 - $5.22 $1.68K - $2.03K
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