Fusion Family Wealth LLC Closed Holding Positions

Fusion Family Wealth LLC

  • $1.08 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MNA
Iq Merger Arbitrage ETF

ETFs
Q4 2018 Filed on Jan 18, 2019
104
$31.26 - $32.06 $3.25K - $3.33K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2018 Filed on Jan 18, 2019
500
$33.41 - $36.68 $16.7K - $18.3K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q4 2018 Filed on Jan 18, 2019
258
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2018 Filed on Jan 18, 2019
68
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2018 Filed on Jan 18, 2019
57
N/A
Dell Technologies Inc Com Cl V
Q4 2018 Filed on Jan 18, 2019
5
N/A
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q3 2018 Filed on Nov 07, 2018
500
$9.19 - $9.49 $4.6K - $4.75K
Ggp Inc
Q3 2018 Filed on Nov 07, 2018
4,060
N/A
Invesco Bulletshares 2018 Corp Bd ETF
Q3 2018 Filed on Nov 07, 2018
241,426
N/A
DBA
Invesco Db Agriculture Fund

ETFs
Q3 2018 Filed on Nov 07, 2018
339
$16.85 - $17.91 $5.71K - $6.07K
AMAT
Applied Materials Inc

Technology
Q3 2018 Filed on Nov 07, 2018
1,300
$38.26 - $50.18 $49.7K - $65.2K
WSO
Watsco Inc

Industrials
Q3 2018 Filed on Nov 07, 2018
45
$166.0 - $185.73 $7.47K - $8.36K
CVS
Cvs Health Corp

Healthcare
Q3 2018 Filed on Nov 07, 2018
100
$63.78 - $79.59 $6.38K - $7.96K
Ishares Ibonds 2018 Term Muni Bond ETF
Q3 2018 Filed on Nov 07, 2018
1,623
N/A
SNAP
Snap Inc

Communication Services
Q3 2018 Filed on Nov 07, 2018
4,000
$8.48 - $13.65 $33.9K - $54.6K
FSZ
First Trust Switzerland Alphad

ETFs
Q3 2018 Filed on Nov 07, 2018
1,283
$49.68 - $52.79 $63.7K - $67.7K
INSG
Inseego Corp.

Technology
Q3 2018 Filed on Nov 07, 2018
73,650
$1.8 - $4.35 $133K - $320K
Colony Capital Inc
Q3 2018 Filed on Nov 07, 2018
1,487
N/A
Ilg Inc
Q3 2018 Filed on Nov 07, 2018
60
N/A
BBU
Brookfield Business Partners L.P.

Industrials
Q3 2018 Filed on Nov 07, 2018
1
$24.56 - $29.38 $24.6 - $29.4
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 07, 2018
850
$24.51 - $39.46 $20.8K - $33.5K
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2018 Filed on Nov 07, 2018
65
$102.95 - $110.58 $6.69K - $7.19K
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2018 Filed on Nov 07, 2018
225
$84.37 - $102.48 $19K - $23.1K
IGM
Ishares Expanded Tech Sector E

ETFs
Q3 2018 Filed on Nov 07, 2018
200
N/A
CGC
Canopy Growth Corp

Healthcare
Q3 2018 Filed on Nov 07, 2018
100
$24.31 - $52.74 $2.43K - $5.27K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q3 2018 Filed on Nov 07, 2018
312
$16.56 - $18.11 $5.17K - $5.65K
Northstar Realty Europe Corp
Q3 2018 Filed on Nov 07, 2018
160
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q3 2018 Filed on Nov 07, 2018
9,000
$8.62 - $9.01 $77.6K - $81.1K
Altaba Inc
Q2 2018 Filed on Aug 03, 2018
1
N/A
Powershares ETF Tr Ii Preferred Portfolio
Q2 2018 Filed on Aug 03, 2018
4,620
N/A
Jakks Pacific Inc
Q2 2018 Filed on Aug 03, 2018
10,089
N/A
CDK
Cdk Global, Inc.

Technology
Q2 2018 Filed on Aug 03, 2018
6
$62.41 - $66.15 $374 - $397
Powershares ETF Tr Ii S&P Smallcap Energy Port
Q2 2018 Filed on Aug 03, 2018
3,055
N/A
HDG
Proshares Trust Proshares He

ETFs
Q2 2018 Filed on Aug 03, 2018
66
N/A
Proshares Rafi Long/Short
Q2 2018 Filed on Aug 03, 2018
88
N/A
Powershares ETF Tr Dynamic Buyback Achievers Port
Q2 2018 Filed on Aug 03, 2018
153,578
N/A
Powershares Db Multi Sector Commodity Tr Db Agric
Q2 2018 Filed on Aug 03, 2018
339
N/A
Powershares Qqq Tr Unit Ser 1
Q2 2018 Filed on Aug 03, 2018
132,349
N/A
Colony Northstar Inc
Q2 2018 Filed on Aug 03, 2018
1,487
N/A
WTW
Willis Towers Watson PLC

Financial Services
Q2 2018 Filed on Aug 03, 2018
426
$146.0 - $158.13 $62.2K - $67.4K
Orbital Atk Inc Com
Q2 2018 Filed on Aug 03, 2018
44
N/A
First Trust Nyse Arca Biotech ETF
Q2 2018 Filed on Aug 03, 2018
35
N/A
TRV
Travelers Companies, Inc.

Financial Services
Q2 2018 Filed on Aug 03, 2018
4
$121.34 - $139.29 $485 - $557
Chicago Bridge & Iron CO Nv
Q2 2018 Filed on Aug 03, 2018
1,300
N/A
VT
Vanguard Total World Stk Index

ETFs
Q2 2018 Filed on Aug 03, 2018
45
N/A
CAT
Caterpillar Inc

Industrials
Q1 2018 Filed on May 02, 2018
107
$144.29 - $170.89 $15.4K - $18.3K
Guggenheim Bulletshares 2024 Corp Bd ETF
Q1 2018 Filed on May 02, 2018
445,523
N/A
IYE
Ishares Tr

ETFs
Q1 2018 Filed on May 02, 2018
78
$36.21 - $42.68 $2.82K - $3.33K
Guggenheim Bulletshares 2025 Corp Bd ETF
Q1 2018 Filed on May 02, 2018
9,140
N/A
Track This Portfolio

Track Fusion Family Wealth LLC Portfolio

Follow Fusion Family Wealth LLC 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 Fusion Family Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fusion Family Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email