Brandywine Oak Private Wealth LLC Closed Holding Positions

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2019 Filed on May 09, 2019
100
N/A
IHE
Ishares Tr

ETFs
Q1 2019 Filed on May 09, 2019
1,006
$137.01 - $157.28 $138K - $158K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2019 Filed on May 09, 2019
2,494
$29.15 - $33.67 $72.7K - $84K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2019 Filed on May 09, 2019
751
$31.26 - $35.52 $23.5K - $26.7K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q1 2019 Filed on May 09, 2019
277
$27.37 - $31.42 $7.58K - $8.7K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2019 Filed on May 09, 2019
280
$48.21 - $55.66 $13.5K - $15.6K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q1 2019 Filed on May 09, 2019
2,600
$25.68 - $29.78 $66.8K - $77.4K
XT
Ishares Tr Exponential Technol

ETFs
Q1 2019 Filed on May 09, 2019
114
$32.41 - $38.63 $3.69K - $4.4K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q1 2019 Filed on May 09, 2019
4,154
$24.17 - $25.05 $100K - $104K
HYG
Ishares Tr

ETFs
Q1 2019 Filed on May 09, 2019
11
$80.99 - $86.47 $891 - $951
IWC
Russell Micro Cap ETF

ETFs
Q1 2019 Filed on May 09, 2019
16
$82.53 - $97.19 $1.32K - $1.56K
EWC
Ishares Msci Canada ETF

ETFs
Q1 2019 Filed on May 09, 2019
5,415
N/A
ECH
Ishares Inc Mcsi Chile ETF

ETFs
Q1 2019 Filed on May 09, 2019
7
$41.46 - $47.51 $290 - $333
EFG
Msci Eafe Growth ETF

ETFs
Q1 2019 Filed on May 09, 2019
1,132
$68.09 - $77.86 $77.1K - $88.1K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2019 Filed on May 09, 2019
1,293
$51.31 - $58.06 $66.3K - $75.1K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q1 2019 Filed on May 09, 2019
158
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2019 Filed on May 09, 2019
54
N/A
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2019 Filed on May 09, 2019
8,807
N/A
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q1 2019 Filed on May 09, 2019
321
$6.88 - $8.89 $2.21K - $2.85K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2019 Filed on May 09, 2019
745
$56.64 - $63.65 $42.2K - $47.4K
MGA
Magna International Inc

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
78
$44.18 - $54.44 $3.45K - $4.25K
MFC
Manulife Financial Corp

Financial Services
Q1 2019 Filed on May 09, 2019
1,978
$14.28 - $17.72 $28.2K - $35.1K
MPC
Marathon Petroleum Corp

Energy
Q1 2019 Filed on May 09, 2019
709
$57.5 - $67.18 $40.8K - $47.6K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2019 Filed on May 09, 2019
50
$170.51 - $201.18 $8.53K - $10.1K
MASI
Masimo Corp

Healthcare
Q1 2019 Filed on May 09, 2019
100
$102.78 - $138.28 $10.3K - $13.8K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2019 Filed on May 09, 2019
100
$60.6 - $75.32 $6.06K - $7.53K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
5,262
$18.09 - $23.72 $95.2K - $125K
MRCY
Mercury Systems Inc

Industrials
Q1 2019 Filed on May 09, 2019
200
$43.11 - $65.87 $8.62K - $13.2K
MCR
Mfs Charter Income Trust

Financial Services
Q1 2019 Filed on May 09, 2019
6,765
$7.42 - $7.9 $50.2K - $53.4K
MGF
Mfs Government Markets Income Trust

Financial Services
Q1 2019 Filed on May 09, 2019
2,625
$4.38 - $4.54 $11.5K - $11.9K
MIN
Mfs Intermediate Income Trust

Financial Services
Q1 2019 Filed on May 09, 2019
5,230
$3.65 - $3.8 $19.1K - $19.9K
Micro Focus International Pl
Q1 2019 Filed on May 09, 2019
13
N/A
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q1 2019 Filed on May 09, 2019
7
$103.48 - $143.84 $724 - $1.01K
MTB
M&T Bank Corp

Financial Services
Q1 2019 Filed on May 09, 2019
17
$143.86 - $176.0 $2.45K - $2.99K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2019 Filed on May 09, 2019
43
$82.26 - $89.28 $3.54K - $3.84K
JCI
Johnson Controls International PLC

Industrials
Q1 2019 Filed on May 09, 2019
2,326
$30.01 - $36.96 $69.8K - $86K
KB
Kb Financial Group Inc.

Financial Services
Q1 2019 Filed on May 09, 2019
74
$36.15 - $43.47 $2.68K - $3.22K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2019 Filed on May 09, 2019
100
$25.04 - $28.42 $2.5K - $2.84K
KIM
Kimco Realty Corp

Real Estate
Q1 2019 Filed on May 09, 2019
500
$14.55 - $18.64 $7.28K - $9.32K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2019 Filed on May 09, 2019
1,315
$31.87 - $48.26 $41.9K - $63.5K
L3 Technologies Inc
Q1 2019 Filed on May 09, 2019
53
N/A
LRCX
Lam Research Corp

Technology
Q1 2019 Filed on May 09, 2019
388
$131.63 - $183.8 $51.1K - $71.3K
LAMR
Lamar Advertising CO

Real Estate
Q1 2019 Filed on May 09, 2019
535
$67.16 - $80.05 $35.9K - $42.8K
LAZ
Lazard LTD

Financial Services
Q1 2019 Filed on May 09, 2019
500
$35.32 - $41.16 $17.7K - $20.6K
LNC
Lincoln National Corp

Financial Services
Q1 2019 Filed on May 09, 2019
200
$50.84 - $63.35 $10.2K - $12.7K
LIN
Linde PLC

Basic Materials
Q1 2019 Filed on May 09, 2019
46
$152.29 - $176.63 $7.01K - $8.12K
LFUS
Littelfuse Inc

Technology
Q1 2019 Filed on May 09, 2019
13
$163.16 - $195.47 $2.12K - $2.54K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q1 2019 Filed on May 09, 2019
20
$47.69 - $64.28 $954 - $1.29K
MU
Micron Technology Inc

Technology
Q1 2019 Filed on May 09, 2019
400
$31.0 - $43.99 $12.4K - $17.6K
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