Baker Tilly Wealth Management, LLC Closed Holding Positions

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SO
Southern CO

Utilities
Q2 2021 Filed on Jul 30, 2021
4,404
$60.46 - $66.42 $266K - $293K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 30, 2021
3,153
$64.42 - $70.47 $203K - $222K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2021 Filed on Jul 30, 2021
854
$55.06 - $60.62 $47K - $51.8K
ALL
Allstate Corp

Financial Services
Q2 2021 Filed on Jul 30, 2021
2,153
$116.03 - $139.26 $250K - $300K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q2 2021 Filed on Jul 30, 2021
46,400
$33.9 - $35.87 $1.57M - $1.66M
Varian Med Sys Inc
Q2 2021 Filed on Jul 30, 2021
2,520
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q2 2021 Filed on Jul 30, 2021
10,000
$19.32 - $21.27 $193K - $213K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q2 2021 Filed on Jul 30, 2021
10,895
$51.28 - $52.56 $559K - $573K
Ihs Markit LTD
Q2 2021 Filed on Jul 30, 2021
2,835
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on Apr 28, 2021
1,734
$129.36 - $173.99 $224K - $302K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on Apr 28, 2021
15,859
$29.49 - $32.83 $468K - $521K
EDC
Direxion Daily Emerging Market

ETFs
Q1 2021 Filed on Apr 28, 2021
2,450
$89.62 - $129.34 $220K - $317K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on Apr 28, 2021
15,219
$36.13 - $37.14 $550K - $565K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2021 Filed on Apr 28, 2021
69,183
$30.64 - $30.7 $2.12M - $2.12M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q1 2021 Filed on Apr 28, 2021
8,150
$24.97 - $26.0 $204K - $212K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2021 Filed on Apr 28, 2021
2,709
$109.42 - $121.99 $296K - $330K
TRVG
Trivago N.V.

Communication Services
Q1 2021 Filed on Apr 28, 2021
19,685
$2.1 - $5.18 $41.3K - $102K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q1 2021 Filed on Apr 28, 2021
1,150
$38.3 - $55.06 $44K - $63.3K
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