Brown Miller Wealth Management, LLC Closed Holding Positions

Brown Miller Wealth Management, LLC

  • $257 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Jul 18, 2022
4,482
$40.49 - $47.53 $181K - $213K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
3,598
$91.63 - $121.36 $330K - $437K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
1,402
$47.02 - $191.65 $65.9K - $269K
PRU
Prudential Financial Inc

Financial Services
Q2 2022 Filed on Jul 18, 2022
1,939
$91.33 - $121.06 $177K - $235K
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
6,011
$28.71 - $36.3 $173K - $218K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Jul 18, 2022
1,392
$85.79 - $147.87 $119K - $206K
FYX
First Tr Small Cap Core Alphad

ETFs
Q1 2022 Filed on Apr 14, 2022
4,302
$86.79 - $98.63 $373K - $424K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Apr 14, 2022
646
$186.63 - $338.54 $121K - $219K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
1,108
$93.61 - $194.94 $104K - $216K
VIS
Vanguard Industrial ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
1,662
$180.53 - $205.34 $300K - $341K
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 25, 2022
1,270
$170.04 - $183.66 $216K - $233K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Jan 25, 2022
2,590
$79.7 - $88.13 $206K - $228K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 25, 2022
10,039
$16.74 - $20.66 $168K - $207K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 25, 2022
9,575
$44.57 - $55.81 $427K - $534K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q3 2021 Filed on Oct 20, 2021
4,235
$100.55 - $106.33 $426K - $450K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2021 Filed on Oct 20, 2021
4,427
$96.17 - $106.29 $426K - $471K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2021 Filed on Oct 20, 2021
3,536
$125.08 - $136.86 $442K - $484K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 26, 2021
7,805
$52.01 - $56.09 $406K - $438K
TFC
Truist Financial Corp

Financial Services
Q2 2021 Filed on Jul 26, 2021
3,503
$52.81 - $62.14 $185K - $218K
Ishares Gold Trustet ETF
Q2 2021 Filed on Jul 26, 2021
12,280
N/A
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