Iag Wealth Partners, LLC Closed Holding Positions

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHV
Ishares Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
44
$110.48 - $110.53 $4.86K - $4.86K
ALR
Aleris Life Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
35
$4.7 - $6.53 $165 - $229
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
1,574
$9.35 - $10.3 $14.7K - $16.2K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Aug 04, 2021
36
$129.78 - $131.28 $4.67K - $4.73K
Ishares Gold
Q2 2021 Filed on Aug 04, 2021
4,437
N/A
ALGN
Align Technology Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
0
$545.05 - $621.76 $0 - $0
NLY
Annaly Capital Management Inc

Real Estate
Q2 2021 Filed on Aug 04, 2021
1,223
$8.66 - $9.54 $10.6K - $11.7K
ADSK
Autodesk, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
0
$269.54 - $300.16 $0 - $0
Jpmorgan Betabuilders
Q2 2021 Filed on Aug 04, 2021
388
N/A
Jpmorgan Betabuilders
Q2 2021 Filed on Aug 04, 2021
412
N/A
Jpmorgan Betabuilders
Q2 2021 Filed on Aug 04, 2021
770
N/A
MRNA
Moderna, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
75
$129.91 - $234.98 $9.74K - $17.6K
Jpmorgan Betabuilders
Q2 2021 Filed on Aug 04, 2021
430
N/A
Perspecta Inc
Q1 2021 Filed on Apr 29, 2021
55
N/A
MTW
Manitowoc CO Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
250
$12.79 - $23.42 $3.2K - $5.86K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 29, 2021
1,252
N/A
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2021 Filed on Apr 29, 2021
100
$49.44 - $56.01 $4.94K - $5.6K
BRT
Brt Apartments Corp.

Real Estate
Q1 2021 Filed on Apr 29, 2021
100
$13.98 - $20.74 $1.4K - $2.07K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
200
$7.03 - $16.51 $1.41K - $3.3K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
66
$5.79 - $6.87 $382 - $453
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q1 2021 Filed on Apr 29, 2021
26,908
$37.11 - $40.16 $999K - $1.08M
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
51
$131.48 - $172.13 $6.71K - $8.78K
SLB
Schlumberger Limited

Energy
Q1 2021 Filed on Apr 29, 2021
147
$21.81 - $29.95 $3.21K - $4.4K
Sequential Brands
Q1 2021 Filed on Apr 29, 2021
3
N/A
WWD
Woodward, Inc.

Industrials
Q3 2020 Filed on Feb 11, 2021
11
$72.42 - $87.54 $797 - $963
Wisdomtree Floating
Q3 2020 Filed on Feb 11, 2021
5,976
N/A
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
9
$71.34 - $100.8 $642 - $907
DHI
Horton D R Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
11
$53.86 - $76.97 $592 - $847
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Feb 11, 2021
50
$13.75 - $34.5 $688 - $1.73K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2020 Filed on Feb 11, 2021
290
$21.25 - $25.46 $6.16K - $7.38K
Unilever N V
Q4 2020 Filed on Feb 11, 2021
400
N/A
Groupon Inc
Q2 2020 Filed on Feb 11, 2021
700
N/A
HNGR
Hanger, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
382
$15.93 - $24.21 $6.09K - $9.25K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
Q2 2020 Filed on Feb 11, 2021
2,300
$27.44 - $38.56 $63.1K - $88.7K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
100
$73.61 - $82.19 $7.36K - $8.22K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q3 2020 Filed on Feb 11, 2021
1,432
$6.24 - $6.75 $8.94K - $9.67K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q2 2020 Filed on Feb 11, 2021
300
$9.03 - $12.13 $2.71K - $3.64K
T Mobile Us
Q3 2020 Filed on Feb 11, 2021
17
N/A
SH
Proshares Short S&P500 New (De

ETFs
Q4 2020 Filed on Feb 11, 2021
96
$17.97 - $20.76 $1.73K - $1.99K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
Q1 2020 Filed on Feb 11, 2021
929
$21.28 - $33.37 $19.8K - $31K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2020 Filed on Feb 11, 2021
368
$59.53 - $68.92 $21.9K - $25.4K
HISF
First Tr Exc Traded Fd Iv High

ETFs
Q4 2020 Filed on Feb 11, 2021
21
$44.48 - $48.38 $934 - $1.02K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q1 2020 Filed on Feb 11, 2021
95
$49.9 - $52.72 $4.74K - $5.01K
RFDI
First Trust ETF Iii Riverfront

ETFs
Q1 2020 Filed on Feb 11, 2021
0
$39.7 - $60.55 $0 - $0
FV
First Trust Dorsey Wright Focu

ETFs
Q1 2020 Filed on Feb 11, 2021
40
$22.4 - $33.96 $896 - $1.36K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q2 2020 Filed on Feb 11, 2021
400
$44.13 - $69.51 $17.7K - $27.8K
FYX
First Tr Small Cap Core Alphad

ETFs
Q1 2020 Filed on Feb 11, 2021
230
$35.38 - $65.81 $8.14K - $15.1K
EEFT
Euronet Worldwide, Inc.

Technology
Q3 2020 Filed on Feb 11, 2021
7
$87.63 - $106.31 $613 - $744
EPR
Epr Properties

Real Estate
Q3 2020 Filed on Feb 11, 2021
4
$26.62 - $34.42 $106 - $138
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