Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IVZ
Invesco Ltd.

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,845
$15.71 - $23.24 $29K - $42.9K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2018 Filed on Feb 07, 2019
5,559
$11.29 - $15.56 $62.8K - $86.5K
KOP
Koppers Holdings Inc.

Basic Materials
Q4 2018 Filed on Feb 07, 2019
1,271
$16.08 - $32.14 $20.4K - $40.8K
FISV
Fiserv Inc

Technology
Q4 2018 Filed on Feb 07, 2019
895
$69.0 - $81.85 $61.8K - $73.3K
FXG
First Tr Exchange Traded First

ETFs
Q4 2018 Filed on Feb 07, 2019
800
$40.68 - $48.12 $32.5K - $38.5K
LRCX
Lam Research Corp

Technology
Q4 2018 Filed on Feb 07, 2019
250
$123.28 - $161.02 $30.8K - $40.3K
Aegion Corp
Q4 2018 Filed on Feb 07, 2019
1,499
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
234
$125.88 - $166.33 $29.5K - $38.9K
AKAM
Akamai Technologies Inc

Technology
Q4 2018 Filed on Feb 07, 2019
569
$58.33 - $72.55 $33.2K - $41.3K
RLJ
Rlj Lodging Trust

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,806
$16.2 - $21.84 $29.3K - $39.4K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
400
$92.23 - $103.56 $36.9K - $41.4K
CNO
Cno Financial Group, Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,880
$13.83 - $21.65 $26K - $40.7K
Newfield Expl CO
Q4 2018 Filed on Feb 07, 2019
1,518
N/A
SJI
South Jersey Industries Inc

Utilities
Q4 2018 Filed on Feb 07, 2019
1,238
$26.78 - $36.13 $33.2K - $44.7K
MBB
Ishares Tr

ETFs
Q4 2018 Filed on Feb 07, 2019
455
$101.79 - $104.65 $46.3K - $47.6K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
310
$156.48 - $199.76 $48.5K - $61.9K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
291
$131.89 - $163.74 $38.4K - $47.6K
DEO
Diageo PLC

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
341
$131.94 - $145.65 $45K - $49.7K
VOYA
Voya Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
970
$37.06 - $51.92 $35.9K - $50.4K
MKL
Markel Corp

Financial Services
Q4 2018 Filed on Feb 07, 2019
70
$954.39 - $1191.73 $66.8K - $83.4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2018 Filed on Feb 07, 2019
858
$49.77 - $57.05 $42.7K - $48.9K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
560
$85.47 - $93.46 $47.9K - $52.3K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
Q4 2018 Filed on Feb 07, 2019
2,000
$18.25 - $23.69 $36.5K - $47.4K
Shire PLC Adr Sponsored
Q4 2018 Filed on Feb 07, 2019
245
N/A
MPLX
Mplx LP

Energy
Q4 2018 Filed on Feb 07, 2019
1,301
$28.84 - $35.77 $37.5K - $46.5K
PFG
Principal Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 07, 2019
783
$41.08 - $60.65 $32.2K - $47.5K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q4 2018 Filed on Feb 07, 2019
400
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Feb 07, 2019
2,668
N/A
BIIB
Biogen Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
132
$278.5 - $352.75 $36.8K - $46.6K
HES
Hess Corp

Energy
Q4 2018 Filed on Feb 07, 2019
640
$36.43 - $74.59 $23.3K - $47.7K
Oclaro Inc
Q4 2018 Filed on Feb 07, 2019
5,300
N/A
Ishares Trust Ibonds Dec19 ETF
Q4 2018 Filed on Feb 07, 2019
1,520
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2018 Filed on Feb 07, 2019
543
N/A
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2018 Filed on Feb 07, 2019
747
$120.82 - $174.09 $90.3K - $130K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
5,694
$16.01 - $22.7 $91.2K - $129K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
6,320
N/A
Ishares Tr
Q4 2018 Filed on Feb 07, 2019
5,500
N/A
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
2,810
$50.75 - $63.28 $143K - $178K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2018 Filed on Feb 07, 2019
1,634
$43.99 - $83.39 $71.9K - $136K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2018 Filed on Feb 07, 2019
2,724
N/A
KMI
Kinder Morgan, Inc.

Energy
Q4 2018 Filed on Feb 07, 2019
8,688
$14.71 - $18.57 $128K - $161K
SUI
Sun Communities Inc

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,640
$95.6 - $108.32 $157K - $178K
Dowdupont Inc Com
Q4 2018 Filed on Feb 07, 2019
1,946
N/A
KEY
Keycorp

Financial Services
Q4 2018 Filed on Feb 07, 2019
7,500
$13.82 - $20.52 $104K - $154K
ALGN
Align Technology Inc

Healthcare
Q4 2018 Filed on Feb 07, 2019
398
$193.72 - $391.52 $77.1K - $156K
TRGP
Targa Resources Corp.

Energy
Q4 2018 Filed on Feb 07, 2019
2,013
$34.11 - $58.51 $68.7K - $118K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
5,440
N/A
MIDD
Middleby Corp

Industrials
Q4 2018 Filed on Feb 07, 2019
900
$98.1 - $125.65 $88.3K - $113K
Texas Pac Ld Tr
Q4 2018 Filed on Feb 07, 2019
136
N/A
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, 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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email