Founders Financial Alliance, LLC Closed Holding Positions

Founders Financial Alliance, LLC

  • $352 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Aug 15, 2022
1,000
$83.88 - $102.77 $83.9K - $103K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
2,573
$71.75 - $98.22 $185K - $253K
Global X Fds
Q2 2022 Filed on Aug 15, 2022
963
N/A
COF
Capital One Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,860
$102.11 - $141.85 $190K - $264K
Antares Pharma Inc
Q2 2022 Filed on Aug 15, 2022
11,500
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q2 2022 Filed on Aug 15, 2022
48
$21.74 - $25.53 $1.04K - $1.23K
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
2,716
$76.98 - $89.74 $209K - $244K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 15, 2022
323
$27.4 - $29.93 $8.85K - $9.67K
CAG
Conagra Brands Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
573
$31.37 - $36.56 $18K - $20.9K
Royal Dutch Shell PLC
Q1 2022 Filed on May 12, 2022
37
N/A
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
Q1 2022 Filed on May 12, 2022
663
$31.08 - $37.76 $20.6K - $25K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on May 12, 2022
1,467
$120.56 - $161.25 $177K - $237K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on May 12, 2022
4,124
$44.47 - $67.62 $183K - $279K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 12, 2022
1,446
$126.46 - $235.05 $183K - $340K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 12, 2022
164
$51.26 - $136.31 $8.41K - $22.4K
JETS
ETF Ser Solutions U S Global J

ETFs
Q1 2022 Filed on May 12, 2022
500
$16.91 - $23.43 $8.46K - $11.7K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q1 2022 Filed on May 12, 2022
3,014
$83.93 - $92.65 $253K - $279K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 12, 2022
370
$52.29 - $96.99 $19.3K - $35.9K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2022 Filed on May 12, 2022
2,233
$74.28 - $107.31 $166K - $240K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 12, 2022
8,169
$22.11 - $26.52 $181K - $217K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
3,748
$39.83 - $65.74 $149K - $246K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 12, 2022
7,640
$44.64 - $55.71 $341K - $426K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 12, 2022
7,885
$32.42 - $42.66 $256K - $336K
AWK
American Water Works Company, Inc.

Utilities
Q1 2022 Filed on May 12, 2022
1,345
$146.29 - $184.14 $197K - $248K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
Q1 2022 Filed on May 12, 2022
780
$47.41 - $71.29 $37K - $55.6K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2022 Filed on May 12, 2022
48
$25.9 - $29.13 $1.24K - $1.4K
TNA
Direxion Daily Small Cap Bull

ETFs
Q1 2022 Filed on May 12, 2022
1,755
$52.6 - $87.79 $92.3K - $154K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q1 2022 Filed on May 12, 2022
229
$34.88 - $42.11 $7.99K - $9.64K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q1 2022 Filed on May 12, 2022
14,951
$23.58 - $27.96 $353K - $418K
Wisdomtree Tr
Q1 2022 Filed on May 12, 2022
794
N/A
DRSK
ETF Ser Solutions Aptus Define

ETFs
Q4 2021 Filed on Feb 14, 2022
27,720
$28.64 - $30.23 $794K - $838K
FTDS
First Trust Dividend Strength

ETFs
Q4 2021 Filed on Feb 14, 2022
0
$47.29 - $51.86 $0 - $0
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
12,082
$20.57 - $24.47 $249K - $296K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2021 Filed on Feb 14, 2022
49
$97.44 - $99.3 $4.77K - $4.87K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Feb 14, 2022
11
$108.95 - $110.71 $1.2K - $1.22K
First Tr Exchange Traded Fd
Q4 2021 Filed on Feb 14, 2022
0
N/A
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
407
N/A
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q4 2021 Filed on Feb 14, 2022
2,600
$100.59 - $101.79 $262K - $265K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
13,969
$14.75 - $16.55 $206K - $231K
CTXS
Citrix Systems Inc

Technology
Q3 2021 Filed on Nov 15, 2021
1,985
$99.0 - $118.93 $197K - $236K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
1,906
$162.19 - $187.74 $309K - $358K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q3 2021 Filed on Nov 15, 2021
1,000
$25.58 - $26.22 $25.6K - $26.2K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
5,919
$77.54 - $90.86 $459K - $538K
GH
Guardant Health, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
1,757
$98.77 - $132.17 $174K - $232K
Cree Inc
Q3 2021 Filed on Nov 15, 2021
2,356
N/A
General Electric CO
Q3 2021 Filed on Nov 15, 2021
23,229
N/A
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q3 2021 Filed on Nov 15, 2021
26
$29.53 - $32.26 $768 - $839
VRSN
Verisign Inc

Technology
Q2 2021 Filed on Aug 02, 2021
165
$201.9 - $229.78 $33.3K - $37.9K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2021 Filed on Aug 02, 2021
140
$46.72 - $51.33 $6.54K - $7.19K
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