Interactive Financial Advisors Closed Holding Positions

Interactive Financial Advisors

  • $187 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
John Hancock Govt Income Fund Class A
Q3 2019 Filed on Oct 24, 2019
1,693
N/A
Franklin Income Fund Class C
Q3 2019 Filed on Oct 24, 2019
56,663
N/A
ETF Mg Alternative Harvest ETF
Q3 2019 Filed on Oct 24, 2019
133
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2019 Filed on Oct 24, 2019
225
$25.0 - $32.53 $5.63K - $7.32K
Cohen & Steers Preferred Securities & Income Fund Class A
Q3 2019 Filed on Oct 24, 2019
686
N/A
Allianzgi Equity & Conv Income Fd Com
Q3 2019 Filed on Oct 24, 2019
700
N/A
PFE
Pfizer Inc

Healthcare
Q3 2019 Filed on Oct 24, 2019
400
$32.49 - $42.13 $13K - $16.9K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q3 2019 Filed on Oct 24, 2019
1,000
$20.29 - $22.17 $20.3K - $22.2K
General Electric Company
Q3 2019 Filed on Oct 24, 2019
1,000
N/A
SLB
Schlumberger Limited

Energy
Q3 2019 Filed on Oct 24, 2019
55
$31.25 - $40.97 $1.72K - $2.25K
IFGL
Ishares International Develope

ETFs
Q2 2019 Filed on Jul 17, 2019
2,053
$29.5 - $30.54 $60.6K - $62.7K
Vanguard Federal Money Mkt Fund Investor Class (Govt)
Q2 2019 Filed on Jul 17, 2019
286,947
N/A
Universal Health Rlty Tr Sbi
Q2 2019 Filed on Jul 17, 2019
560
N/A
NVDA
Nvidia Corp

Technology
Q2 2019 Filed on Jul 17, 2019
30
$33.45 - $48.03 $1K - $1.44K
Transenterix Inc Com New
Q2 2019 Filed on Jul 17, 2019
2,000
N/A
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2019 Filed on Jul 17, 2019
100
$35.45 - $48.2 $3.55K - $4.82K
Control4 Corp
Q2 2019 Filed on Jul 17, 2019
100
N/A
Spdr Bloomberg Barclays High Yield Bond ETF
Q2 2019 Filed on Jul 17, 2019
499
N/A
IEMG
Ishares Inc

ETFs
Q1 2019 Filed on May 06, 2019
180
$46.41 - $52.64 $8.35K - $9.48K
Fidelity Inflation Protected Bond Index Fd Institutional Premium Class
Q1 2019 Filed on May 06, 2019
439
N/A
Fidelity Advisor Strategic Income Fund Retail Class
Q1 2019 Filed on May 06, 2019
471
N/A
EFG
Msci Eafe Growth ETF

ETFs
Q1 2019 Filed on May 06, 2019
29
$68.09 - $77.86 $1.97K - $2.26K
Fidelity International Enhanced Index Fund Retail Class
Q1 2019 Filed on May 06, 2019
506
N/A
Fidelity Conservative Income Bond Fund Inst'L Class
Q1 2019 Filed on May 06, 2019
1,212
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2019 Filed on May 06, 2019
39
$51.31 - $58.06 $2K - $2.26K
VB
Vanguard Small Cap ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
24
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2018 Filed on Feb 05, 2019
51
N/A
RYN
Rayonier Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
2,626
$26.65 - $33.01 $70K - $86.7K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
90
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2018 Filed on Feb 05, 2019
108
N/A
Franklin Federal Tax Free Income Fund Class A
Q4 2018 Filed on Feb 05, 2019
2,029
N/A
Franklin High Yield Tax Free Income Fund Class A
Q4 2018 Filed on Feb 05, 2019
2,442
N/A
CASH
Meta Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
3,525
$18.55 - $27.34 $65.4K - $96.4K
COP
Conocophillips

Energy
Q4 2018 Filed on Feb 05, 2019
400
$57.01 - $79.89 $22.8K - $32K
Energy Transfer Partners L P New
Q4 2018 Filed on Feb 05, 2019
1,822
N/A
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q4 2018 Filed on Feb 05, 2019
177
$28.13 - $34.18 $4.98K - $6.05K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2018 Filed on Feb 05, 2019
43
N/A
American Funds New World Fund Class A
Q3 2018 Filed on Nov 15, 2018
146
N/A
RWX
Spdr Dow Jones International R

ETFs
Q3 2018 Filed on Nov 15, 2018
162,105
N/A
American Funds Conservative Growth & Income Fund Class A
Q3 2018 Filed on Nov 15, 2018
7,237
N/A
American Funds Income Fund Of America Class A
Q3 2018 Filed on Nov 15, 2018
471
N/A
Claymore Exchange Traded Fd
Q2 2018 Filed on Jul 19, 2018
689
N/A
Currencyshares Swiss Franc Tr Swiss Franc Shs
Q2 2018 Filed on Jul 19, 2018
127,911
N/A
Powershares Global Exch Trd Fd Tr Insd Natl Muni Bd Port
Q2 2018 Filed on Jul 19, 2018
27,778
N/A
Powershares Exchange Traded Fd Tr Ii Senior Ln Port
Q2 2018 Filed on Jul 19, 2018
10,727
N/A
Powershares Exchange Tradee Fd Tr Ii Build America Bond Portfolio
Q2 2018 Filed on Jul 19, 2018
12,719
N/A
Powershares S&P High Divid Low Volatility Portfolio
Q2 2018 Filed on Jul 19, 2018
15,615
N/A
Prudential Short Term Corporate Bond Fund Class A
Q2 2018 Filed on Jul 19, 2018
298
N/A
Powershares Cleantech Portfolio
Q2 2018 Filed on Jul 19, 2018
1,338
N/A
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