Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JLL
Jones Lang Lasalle Inc

Real Estate
Q2 2022 Filed on Jul 25, 2022
972
$155.76 - $238.48 $151K - $232K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
1,500
$89.75 - $134.28 $135K - $201K
FAF
First American Financial Corp

Financial Services
Q2 2022 Filed on Jul 25, 2022
3,974
$49.22 - $63.16 $196K - $251K
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Jul 25, 2022
1,675
$94.62 - $134.53 $158K - $225K
KLAC
Kla Corp

Technology
Q2 2022 Filed on Jul 25, 2022
678
$310.4 - $371.77 $210K - $252K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
2,701
$91.63 - $121.36 $247K - $328K
JNPR
Juniper Networks Inc

Technology
Q2 2022 Filed on Jul 25, 2022
10,136
$27.63 - $36.83 $280K - $373K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
10,372
$26.59 - $36.97 $276K - $383K
NSA
National Storage Affiliates Trust

Real Estate
Q2 2022 Filed on Jul 25, 2022
4,093
$45.6 - $66.75 $187K - $273K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2022 Filed on Jul 25, 2022
20,597
$13.26 - $16.75 $273K - $345K
CUBE
Cube Smart

Real Estate
Q2 2022 Filed on Jul 25, 2022
4,752
$38.87 - $54.46 $185K - $259K
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
5,921
$34.83 - $46.96 $206K - $278K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2022 Filed on Jul 25, 2022
11,749
$3.03 - $6.26 $35.6K - $73.5K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
2,308
$113.44 - $123.09 $262K - $284K
RHI
Robert Half International Inc.

Industrials
Q2 2022 Filed on Jul 25, 2022
2,082
$74.89 - $116.11 $156K - $242K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2022 Filed on May 03, 2022
10,643
$17.75 - $21.69 $189K - $231K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 03, 2022
4,556
N/A
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
2,968
$75.2 - $88.55 $223K - $263K
TRN
Trinity Industries Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
11,500
$25.57 - $30.22 $294K - $348K
Guggenheim Enhanced Eqt Incm
Q4 2021 Filed on Jan 28, 2022
40,600
N/A
MBIN
Merchants Bancorp

Financial Services
Q3 2021 Filed on Nov 01, 2021
7,631
$23.13 - $27.13 $177K - $207K
CE
Celanese Corp

Basic Materials
Q3 2021 Filed on Nov 01, 2021
2,079
$145.19 - $163.17 $302K - $339K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2021 Filed on Nov 01, 2021
5,952
$44.84 - $51.74 $267K - $308K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2021 Filed on Nov 01, 2021
41,130
$22.56 - $52.69 $928K - $2.17M
Hollyfrontier Corp
Q3 2021 Filed on Nov 01, 2021
9,413
N/A
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q3 2021 Filed on Nov 01, 2021
54,142
$19.58 - $20.05 $1.06M - $1.09M
IWV
Ishares Russell 3000 ETF

ETFs
Q3 2021 Filed on Nov 01, 2021
3,120
$251.89 - $269.0 $786K - $839K
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 01, 2021
4,709
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2021 Filed on Nov 01, 2021
43,627
$45.18 - $50.0 $1.97M - $2.18M
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 04, 2021
67,517
$21.71 - $26.78 $1.47M - $1.81M
SPGI
S&P Global Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
818
$305.95 - $361.74 $250K - $296K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 20, 2021
38,116
$3.15 - $3.98 $120K - $152K
WHD
Cactus, Inc.

Energy
Q4 2020 Filed on Jan 20, 2021
10,753
$16.75 - $28.15 $180K - $303K
Concho Res Inc
Q4 2020 Filed on Jan 20, 2021
5,071
N/A
ICLK
I Click Interactive Asia Group LTD

Communication Services
Q4 2020 Filed on Jan 20, 2021
172,500
$6.67 - $8.73 $1.15M - $1.51M
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2020 Filed on Jan 20, 2021
5,849
$162.55 - $190.94 $951K - $1.12M
CMU
Mfs High Yield Municipal Trust

Financial Services
Q3 2020 Filed on Oct 15, 2020
96,822
$4.09 - $4.48 $396K - $434K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q3 2020 Filed on Oct 15, 2020
23,633
$7.14 - $7.65 $169K - $181K
USA
Liberty All Star Equity Fund

Financial Services
Q3 2020 Filed on Oct 15, 2020
54,227
$5.75 - $6.29 $312K - $341K
Dividend & Income Fd Inc
Q3 2020 Filed on Oct 15, 2020
35,880
N/A
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q3 2020 Filed on Oct 15, 2020
13,435
$7.12 - $8.31 $95.7K - $112K
America First Multifamily In
Q3 2020 Filed on Oct 15, 2020
53,150
N/A
ASG
Liberty All Star Growth Fund Inc.

Financial Services
Q3 2020 Filed on Oct 15, 2020
69,313
$6.37 - $7.65 $442K - $530K
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q3 2020 Filed on Oct 15, 2020
14,450
$17.42 - $24.89 $252K - $360K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
Q3 2020 Filed on Oct 15, 2020
39,467
$4.45 - $4.89 $176K - $193K
CXE
Mfs High Income Municipal Trust

Financial Services
Q3 2020 Filed on Oct 15, 2020
41,950
$4.6 - $5.1 $193K - $214K
Proshares Tr
Q3 2020 Filed on Oct 15, 2020
19,976
N/A
BKT
Blackrock Income Trust, Inc.

Financial Services
Q2 2020 Filed on Aug 03, 2020
11,058
$5.81 - $6.22 $64.2K - $68.8K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Aug 03, 2020
15,941
$17.09 - $24.89 $272K - $397K
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