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
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
Q4 2022 Filed on Apr 24, 2023
26,614
$19.77 - $23.67 $526K - $630K
IEV
Ishares Tr Europe ETF

ETFs
Q4 2022 Filed on Apr 24, 2023
9,546
$37.54 - $46.9 $358K - $448K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2022 Filed on Apr 24, 2023
15,762
$43.48 - $46.24 $685K - $729K
SLVP
Ishares Msci Global Silver And

ETFs
Q1 2023 Filed on Apr 24, 2023
10,178
$9.44 - $11.97 $96.1K - $122K
BAX
Baxter International Inc

Healthcare
Q2 2022 Filed on Aug 22, 2022
15,425
$63.83 - $80.0 $985K - $1.23M
GLW
Corning Inc

Technology
Q2 2022 Filed on Aug 22, 2022
26,602
$31.37 - $37.27 $835K - $991K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 22, 2022
32,165
$73.1 - $82.57 $2.35M - $2.66M
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Aug 22, 2022
169,740
$25.36 - $30.58 $4.3M - $5.19M
SJNK
Spdr Bloomberg Short Term High

ETFs
Q2 2022 Filed on Aug 22, 2022
9,758
$23.97 - $26.27 $234K - $256K
TER
Teradyne, Inc

Technology
Q2 2022 Filed on Aug 22, 2022
8,553
$86.95 - $118.94 $744K - $1.02M
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Aug 22, 2022
1,142
$150.2 - $182.71 $172K - $209K
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Aug 22, 2022
3,480
$170.7 - $214.67 $594K - $747K
FLEX
Flex Ltd.

Technology
Q2 2022 Filed on Aug 22, 2022
32,593
$14.47 - $18.51 $472K - $603K
MNST
Monster Beverage Corp

Consumer Defensive
Q2 2022 Filed on Aug 22, 2022
6,390
$80.82 - $94.58 $516K - $604K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Aug 22, 2022
11,508
$53.22 - $123.09 $612K - $1.42M
FDX
Fedex Corp

Industrials
Q2 2022 Filed on Aug 22, 2022
11,625
$197.01 - $243.24 $2.29M - $2.83M
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2022 Filed on Aug 22, 2022
1,047
$325.13 - $403.79 $340K - $423K
VICR
Vicor Corp

Technology
Q2 2022 Filed on Aug 22, 2022
8,852
$52.68 - $73.72 $466K - $653K
SNDR
Schneider National, Inc.

Industrials
Q2 2022 Filed on Aug 22, 2022
85,982
$21.21 - $25.02 $1.82M - $2.15M
SHYF
Shyft Group, Inc.

Industrials
Q2 2022 Filed on Aug 22, 2022
25,188
$18.59 - $35.57 $468K - $896K
OZK
Bank Ozk

Financial Services
Q2 2022 Filed on Aug 22, 2022
22,462
$35.04 - $42.31 $787K - $950K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Aug 22, 2022
3,644
$74.69 - $128.97 $272K - $470K
MKSI
Mks Instruments Inc

Technology
Q2 2022 Filed on Aug 22, 2022
7,456
$99.35 - $144.63 $741K - $1.08M
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 22, 2022
1,677
$134.91 - $172.49 $226K - $289K
UCTT
Ultra Clean Holdings, Inc.

Technology
Q2 2022 Filed on Aug 22, 2022
26,902
$27.98 - $40.65 $753K - $1.09M
ANDE
Andersons, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 22, 2022
5,531
$32.15 - $58.39 $178K - $323K
NGD
New Gold Inc.

Basic Materials
Q2 2022 Filed on Aug 22, 2022
61,772
$1.07 - $1.91 $66.1K - $118K
OTTR
Otter Tail Corp

Utilities
Q2 2022 Filed on Aug 22, 2022
5,492
$57.96 - $68.69 $318K - $377K
COLD
Americold Realty Trust

Real Estate
Q2 2022 Filed on Aug 22, 2022
90,181
$24.9 - $30.29 $2.25M - $2.73M
CALM
Cal Maine Foods Inc

Consumer Defensive
Q2 2022 Filed on Aug 22, 2022
3,685
$44.65 - $59.22 $165K - $218K
CEG
Constellation Energy Corp

Utilities
Q2 2022 Filed on Aug 22, 2022
17,461
$53.47 - $66.71 $934K - $1.16M
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2022 Filed on Aug 22, 2022
49,323
$75.39 - $99.18 $3.72M - $4.89M
MCO
Moodys Corp

Financial Services
Q2 2022 Filed on Aug 22, 2022
749
$253.64 - $343.38 $190K - $257K
LNT
Alliant Energy Corp

Utilities
Q1 2022 Filed on May 19, 2022
4,310
$55.93 - $62.88 $241K - $271K
DEO
Diageo PLC

Consumer Defensive
Q1 2022 Filed on May 19, 2022
1,035
$175.64 - $222.11 $182K - $230K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 19, 2022
56,517
$39.56 - $47.63 $2.24M - $2.69M
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2022 Filed on May 19, 2022
2,029
$122.15 - $136.9 $248K - $278K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2022 Filed on May 19, 2022
58,599
$85.5 - $99.09 $5.01M - $5.81M
VVV
Valvoline Inc

Energy
Q1 2022 Filed on May 19, 2022
12,139
$28.65 - $37.32 $348K - $453K
CSX
Csx Corp

Industrials
Q1 2022 Filed on May 19, 2022
6,821
$33.34 - $37.8 $227K - $258K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2022 Filed on May 19, 2022
4,276
$100.7 - $108.94 $431K - $466K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2022 Filed on May 19, 2022
763
$545.52 - $647.58 $416K - $494K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 19, 2022
1,307
$156.73 - $233.51 $205K - $305K
KL
Kirkland Lake Gold Ltd.

Basic Materials
Q1 2022 Filed on May 19, 2022
65,749
$36.49 - $42.75 $2.4M - $2.81M
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 19, 2022
10,488
$30.32 - $91.33 $318K - $958K
AON
Aon PLC

Financial Services
Q1 2022 Filed on May 19, 2022
978
$261.88 - $326.39 $256K - $319K
TYL
Tyler Technologies Inc

Technology
Q1 2022 Filed on May 19, 2022
508
$391.52 - $523.85 $199K - $266K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q1 2022 Filed on May 19, 2022
3,989
$70.48 - $90.28 $281K - $360K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2022 Filed on May 19, 2022
21,824
$25.9 - $29.13 $565K - $636K
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