Strategic Financial Partners, Ltd. Closed Holding Positions

Strategic Financial Partners, Ltd.

  • $195 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2023 Filed on Jul 10, 2024
2,926
$89.48 - $107.21 $262K - $314K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2023 Filed on Jul 10, 2024
5,740
$35.13 - $38.46 $202K - $221K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2023 Filed on Jul 10, 2024
5,697
$47.66 - $48.45 $272K - $276K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2023 Filed on Jul 10, 2024
4,171
$51.07 - $54.42 $213K - $227K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Jul 10, 2024
2,478
$75.37 - $81.44 $187K - $202K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Jul 10, 2024
6,189
$99.0 - $100.08 $613K - $619K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q3 2022 Filed on Jul 10, 2024
3,917
$55.54 - $66.76 $218K - $261K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2022 Filed on Jul 10, 2024
2,371
$125.09 - $155.93 $297K - $370K
BBDC
Barings Bdc, Inc.

Financial Services
Q2 2022 Filed on Jul 10, 2024
51,742
$9.24 - $10.9 $478K - $564K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2021 Filed on Jul 09, 2024
3,362
$118.74 - $127.47 $399K - $429K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Jul 09, 2024
1,893
$157.67 - $176.2 $298K - $334K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2020 Filed on Jul 09, 2024
2,284
$88.13 - $89.48 $201K - $204K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2020 Filed on Jul 09, 2024
2,119
$46.6 - $68.97 $98.7K - $146K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2020 Filed on Jul 09, 2024
11,496
$30.09 - $31.34 $346K - $360K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2020 Filed on Jul 09, 2024
2,545
$90.54 - $104.76 $230K - $267K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2020 Filed on Jul 09, 2024
10,299
$7.0 - $9.2 $72.1K - $94.8K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2020 Filed on Jul 09, 2024
2,727
$115.08 - $117.2 $314K - $320K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2020 Filed on Jul 09, 2024
12,461
$19.61 - $21.9 $244K - $273K
Track This Portfolio

Track Strategic Financial Partners, Ltd. Portfolio

Follow Strategic Financial 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 Financial Partners, Ltd., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email