Iag Wealth Partners, LLC Closed Holding Positions

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ANSS
Ansys Inc

Technology
Q3 2020 Filed on Feb 11, 2021
9
$293.51 - $350.59 $2.64K - $3.16K
AWR
American States Water CO

Utilities
Q3 2020 Filed on Feb 11, 2021
17
$69.99 - $81.34 $1.19K - $1.38K
AEP
American Electric Power CO Inc

Utilities
Q3 2020 Filed on Feb 11, 2021
25
$77.82 - $89.28 $1.95K - $2.23K
AMED
Amedisys Inc

Healthcare
Q3 2020 Filed on Feb 11, 2021
13
$199.22 - $248.1 $2.59K - $3.23K
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2020 Filed on Feb 11, 2021
470
$4.0 - $21.53 $1.88K - $10.1K
CE
Celanese Corp

Basic Materials
Q3 2020 Filed on Feb 11, 2021
19
$84.07 - $114.22 $1.6K - $2.17K
FYX
First Tr Small Cap Core Alphad

ETFs
Q1 2020 Filed on Feb 11, 2021
230
$35.38 - $65.81 $8.14K - $15.1K
EPR
Epr Properties

Real Estate
Q3 2020 Filed on Feb 11, 2021
4
$26.62 - $34.42 $106 - $138
DSL
Double Line Income Solutions Fund

Financial Services
Q1 2020 Filed on Feb 11, 2021
4,598
$10.49 - $21.06 $48.2K - $96.8K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
25
$48.61 - $59.27 $1.22K - $1.48K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2020 Filed on Feb 11, 2021
5
$31.87 - $57.04 $159 - $285
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q1 2020 Filed on Feb 11, 2021
4,202
$15.4 - $21.16 $64.7K - $88.9K
D
Dominion Energy, Inc

Utilities
Q2 2020 Filed on Feb 11, 2021
16
$69.55 - $87.0 $1.11K - $1.39K
FANG
Diamondback Energy, Inc.

Energy
Q3 2020 Filed on Feb 11, 2021
15
$29.62 - $45.51 $444 - $683
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
9
$71.34 - $100.8 $642 - $907
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q2 2020 Filed on Feb 11, 2021
8
$69.94 - $132.84 $560 - $1.06K
Colony Credit
Q4 2020 Filed on Feb 11, 2021
1,200
N/A
CIEN
Ciena Corp

Technology
Q3 2020 Filed on Feb 11, 2021
66
$38.82 - $60.99 $2.56K - $4.03K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
8
$124.98 - $180.29 $1K - $1.44K
LNG
Cheniere Energy, Inc.

Energy
Q2 2020 Filed on Feb 11, 2021
200
$32.0 - $51.25 $6.4K - $10.3K
Alps Alerian
Q1 2020 Filed on Feb 11, 2021
4,500
N/A
KEY
Keycorp

Financial Services
Q3 2020 Filed on Feb 11, 2021
91
$11.03 - $13.08 $1K - $1.19K
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2020 Filed on Feb 11, 2021
17
$125.85 - $153.29 $2.14K - $2.61K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on Feb 11, 2021
485
$22.51 - $42.68 $10.9K - $20.7K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q1 2020 Filed on Feb 11, 2021
1,134
$24.35 - $37.92 $27.6K - $43K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
Q1 2020 Filed on Feb 11, 2021
929
$21.28 - $33.37 $19.8K - $31K
WWD
Woodward, Inc.

Industrials
Q3 2020 Filed on Feb 11, 2021
11
$72.42 - $87.54 $797 - $963
Royal Dutch
Q3 2020 Filed on Feb 11, 2021
42
N/A
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q2 2020 Filed on Feb 11, 2021
371
$34.0 - $44.31 $12.6K - $16.4K
Raytheon Company
Q2 2020 Filed on Feb 11, 2021
15
N/A
PSA
Public Storage

Real Estate
Q2 2020 Filed on Feb 11, 2021
6
$175.97 - $211.37 $1.06K - $1.27K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2020 Filed on Feb 11, 2021
290
$21.25 - $25.46 $6.16K - $7.38K
Prospect Cap 4.75 20
Q2 2020 Filed on Feb 11, 2021
10,000
N/A
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
150
$49.97 - $63.68 $7.5K - $9.55K
Groupon Inc
Q2 2020 Filed on Feb 11, 2021
700
N/A
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q2 2020 Filed on Feb 11, 2021
1,310
$35.15 - $43.29 $46K - $56.7K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on Feb 11, 2021
1,766
$29.43 - $48.44 $52K - $85.5K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on Feb 11, 2021
1,011
$20.08 - $30.89 $20.3K - $31.2K
SVC
Service Properties Trust

Real Estate
Q3 2020 Filed on Feb 11, 2021
39
$6.17 - $8.89 $241 - $347
Spdr Series
Q1 2020 Filed on Feb 11, 2021
1,175
N/A
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2020 Filed on Feb 11, 2021
140
$14.31 - $29.16 $2K - $4.08K
STT
State Street Corp

Financial Services
Q3 2020 Filed on Feb 11, 2021
32
$57.68 - $71.18 $1.85K - $2.28K
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on Feb 11, 2021
1,256
$12.8 - $36.42 $16.1K - $45.7K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2020 Filed on Feb 11, 2021
17
$104.49 - $118.88 $1.78K - $2.02K
TDC
Teradata Corp

Technology
Q1 2020 Filed on Feb 11, 2021
22
$18.15 - $27.29 $399 - $600
TW
Tradeweb Markets Inc.

Financial Services
Q1 2020 Filed on Feb 11, 2021
302
$36.22 - $51.84 $10.9K - $15.7K
United Technologies
Q1 2020 Filed on Feb 11, 2021
150
N/A
VRSN
Verisign Inc

Technology
Q3 2020 Filed on Feb 11, 2021
6
$196.81 - $219.7 $1.18K - $1.32K
Sequential Brands
Q3 2020 Filed on Feb 11, 2021
156
N/A
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