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
Pennsylvania Economic Dev Fin Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
5
N/A
Pennsylvania St Turnpike Commission Turn Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
Pennsylvania State Turnpike Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
Pennsylvania State Turnpike Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
50
N/A
Perrysburg Ohio Exmp Vlg Sch Sch Facs Constr Impt Bds Clbl
Q3 2018 Filed on Dec 06, 2018
25
N/A
Philadelphia Pa Auth For Indl Rev Bds
Q3 2018 Filed on Dec 06, 2018
15
N/A
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
Q3 2018 Filed on Dec 06, 2018
1,168
N/A
Pittsburgh & Allegheny Cnty P Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
25
N/A
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q3 2018 Filed on Dec 06, 2018
314
$4.51 - $4.67 $1.42K - $1.47K
San Leandro Calif Uni Sch Cabs Callable
Q3 2018 Filed on Dec 06, 2018
40
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2018 Filed on Dec 06, 2018
9
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2018 Filed on Dec 06, 2018
123
N/A
SIF
Sifco Industries Inc

Industrials
Q3 2018 Filed on Dec 06, 2018
501
$4.97 - $5.8 $2.49K - $2.91K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q3 2018 Filed on Dec 06, 2018
5
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2018 Filed on Dec 06, 2018
8
N/A
Toledo Ohio Wtrwks Rev Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
35
N/A
Westmoreland Cnty Pa Mun Auth Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2018 Filed on Dec 06, 2018
23
$54.39 - $61.95 $1.25K - $1.42K
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
Q3 2018 Filed on Dec 06, 2018
2,058
N/A
CN
Xtrackers Msci All China Eqty
Q3 2018 Filed on Dec 06, 2018
672
N/A
DBEZ
Xtrackers Msci Eurozone Hedged
Q3 2018 Filed on Dec 06, 2018
17
N/A
QARP
Xtrackers Russell 1000 Us Qual

ETFs
Q3 2018 Filed on Dec 06, 2018
1,224
N/A
ABB
Abb LTD

Industrials
Q2 2018 Filed on Sep 04, 2018
317
$21.45 - $24.56 $6.8K - $7.79K
At&T Inc Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
Abbott Labs Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
2
N/A
Abbvie Inc Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
AYI
Acuity Brands Inc

Industrials
Q2 2018 Filed on Sep 04, 2018
54
$110.22 - $136.67 $5.95K - $7.38K
ARLP
Alliance Resource Partners LP

Energy
Q2 2018 Filed on Sep 04, 2018
40
$15.75 - $20.45 $630 - $818
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q2 2018 Filed on Sep 04, 2018
100
$19.73 - $25.26 $1.97K - $2.53K
Anheuser Busch Inbev Fin Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
Apple Inc Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
ATO
Atmos Energy Corp

Utilities
Q2 2018 Filed on Sep 04, 2018
125
$82.68 - $90.53 $10.3K - $11.3K
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2018 Filed on Sep 04, 2018
150
$22.15 - $33.0 $3.32K - $4.95K
BNPQY
Bnp Paribas Spons Adr

Financial Services
Q2 2018 Filed on Sep 04, 2018
269
$30.34 - $38.98 $8.16K - $10.5K
Bank Of America Corp Subordinated Medium Term Note
Q2 2018 Filed on Sep 04, 2018
2
N/A
Bank Of Nova Scotia Senior Note
Q2 2018 Filed on Sep 04, 2018
2
N/A
BCS
Barclays PLC

Financial Services
Q2 2018 Filed on Sep 04, 2018
1,038
$9.95 - $12.45 $10.3K - $12.9K
Barclays Bank PLC Etn Ser B26
Q2 2018 Filed on Sep 04, 2018
124
N/A
BAYRY
Bayer Ag Spons Adr

Healthcare
Q2 2018 Filed on Sep 04, 2018
260
$27.49 - $31.67 $7.15K - $8.23K
Berkshire Hathaway Fin Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
2
N/A
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2018 Filed on Sep 04, 2018
7
$244.1 - $303.88 $1.71K - $2.13K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2018 Filed on Sep 04, 2018
3
$76.01 - $99.03 $228 - $297
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2018 Filed on Sep 04, 2018
39
$106.55 - $119.63 $4.16K - $4.67K
Cbs Corp Com Cl B
Q2 2018 Filed on Sep 04, 2018
5
N/A
CDK
Cdk Global, Inc.

Technology
Q2 2018 Filed on Sep 04, 2018
36
$62.41 - $66.15 $2.25K - $2.38K
CDW
Cdw Corp

Technology
Q2 2018 Filed on Sep 04, 2018
597
$67.95 - $85.47 $40.6K - $51K
COF
Capital One Financial Corp

Financial Services
Q2 2018 Filed on Sep 04, 2018
5
$87.92 - $98.35 $440 - $492
CX
Cemex Sab De Cv

Basic Materials
Q2 2018 Filed on Sep 04, 2018
240
$5.81 - $7.19 $1.39K - $1.73K
Chevron Corp Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
3
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