Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

$788 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
DFE Wisdomtree Tr Europe Smallcap ETFs	Q2 2019 Filed on Jul 30, 2019	9	N/A
DTE Dte Energy CO Utilities	Q2 2019 Filed on Jul 30, 2019	300	$104.36 - $111.99 $31.3K - $33.6K
Dowdupont Inc	Q2 2019 Filed on Jul 30, 2019	152,108	N/A
DIM Wisdomtree Tr Intl Midcap Divi ETFs	Q2 2019 Filed on Jul 30, 2019	12	N/A
PHB Invesco Fd Tr Ii Fundamental H ETFs	Q2 2019 Filed on Jul 30, 2019	12	N/A
HRL Hormel Foods Corp Consumer Defensive	Q2 2019 Filed on Jul 30, 2019	295	$38.8 - $43.78 $11.4K - $12.9K
RHI Robert Half International Inc. Industrials	Q2 2019 Filed on Jul 30, 2019	242	$53.66 - $68.79 $13K - $16.6K
EFZ Proshares Short Msci Eafe ETFs	Q2 2019 Filed on Jul 30, 2019	1,750	N/A
Ultimate Software Group In	Q2 2019 Filed on Jul 30, 2019	12	N/A
Nuance Communications Inc	Q2 2019 Filed on Jul 30, 2019	2,500	N/A
Bb&T Corp	Q2 2019 Filed on Jul 30, 2019	253	N/A
RTM Invesco S&P 500 Equal Weight M ETFs	Q2 2019 Filed on Jul 30, 2019	64	$98.34 - $109.63 $6.29K - $7.02K
Tier Reit Inc	Q2 2019 Filed on Jul 30, 2019	2,847	N/A
BWX Spdr Bloomberg International T ETFs	Q2 2019 Filed on Jul 30, 2019	6	N/A
SCHG Schwab Strategic Tr Us Large C ETFs	Q2 2019 Filed on Jul 30, 2019	30	N/A
IEZ Ishares Tr ETFs	Q2 2019 Filed on Jul 30, 2019	9,560	N/A
SCHE Schwab Strategic Tr Us Emergin ETFs	Q2 2019 Filed on Jul 30, 2019	36	N/A
SCHP Schwab Strategic Us Tips ETF ETFs	Q2 2019 Filed on Jul 30, 2019	11	N/A
SCHF Schwab Strategic Tr Intl Eqty ETFs	Q2 2019 Filed on Jul 30, 2019	116	N/A
Transcanada Corp	Q1 2019 Filed on Apr 24, 2019	300	N/A
WHR Whirlpool Corp Consumer Cyclical	Q1 2019 Filed on Apr 24, 2019	1,525	$107.56 - $145.58 $164K - $222K
0HVP.L Lumen Technologies, Inc. Telecommunication	Q1 2019 Filed on Apr 24, 2019	19	N/A
Engility Hldgs Inc New	Q1 2019 Filed on Apr 24, 2019	16	N/A
Global X Fds	Q1 2019 Filed on Apr 24, 2019	1,000	N/A
Mgm Growth Pptys LLC	Q1 2019 Filed on Apr 24, 2019	800	N/A
Hcp Inc	Q1 2019 Filed on Apr 24, 2019	150	N/A
SFIX Stitch Fix, Inc. Consumer Cyclical	Q1 2019 Filed on Apr 24, 2019	800	$17.1 - $33.78 $13.7K - $27K
Etp	Q1 2019 Filed on Apr 24, 2019	175	N/A
Apollo Global Mgmt LLC	Q1 2019 Filed on Apr 24, 2019	400	N/A
Andeavor Logistics LP	Q1 2019 Filed on Apr 24, 2019	700	N/A
RWO Spdr Dow Jones Global Real Est ETFs	Q1 2019 Filed on Apr 24, 2019	650	N/A
SR Spire Inc Utilities	Q1 2019 Filed on Apr 24, 2019	200	$72.41 - $82.82 $14.5K - $16.6K
CSML Indexiq ETF Tr Chaikin Us Smal ETFs	Q1 2019 Filed on Apr 24, 2019	175	$22.35 - $26.89 $3.91K - $4.71K
TDC Teradata Corp Technology	Q1 2019 Filed on Apr 24, 2019	2	$36.99 - $49.28 $74 - $98.6
NTRS Northern Trust Corp Financial Services	Q1 2019 Filed on Apr 24, 2019	220	$81.89 - $96.13 $18K - $21.1K
SNA Snap On Inc Industrials	Q1 2019 Filed on Apr 24, 2019	1,225	$145.46 - $167.76 $178K - $206K
Transmontaigne Partners L P	Q1 2019 Filed on Apr 24, 2019	3,300	N/A
Invesco Exch Trd Slf Idx Fd	Q1 2019 Filed on Apr 24, 2019	5,800	N/A
Government Pptys Income Tr	Q1 2019 Filed on Apr 24, 2019	500	N/A
Arca Biopharma Inc	Q1 2019 Filed on Apr 24, 2019	13	N/A
ACWI Ishares Msci Acwi ETF ETFs	Q1 2019 Filed on Apr 24, 2019	117	$63.05 - $72.85 $7.38K - $8.52K
AME Ametek Inc Industrials	Q4 2018 Filed on Feb 14, 2019	8,859	$63.35 - $79.82 $561K - $707K
Vaneck Vectors ETF Tr	Q4 2018 Filed on Feb 14, 2019	5,027	N/A
Allergan PLC	Q4 2018 Filed on Feb 14, 2019	31,899	N/A
WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Q4 2018 Filed on Feb 14, 2019	125	$43.5 - $54.45 $5.44K - $6.81K
Invesco Exch Trd Slf Idx Fd	Q4 2018 Filed on Feb 14, 2019	21,462	N/A
CDK Cdk Global, Inc. Technology	Q4 2018 Filed on Feb 14, 2019	133	$45.0 - $62.27 $5.99K - $8.28K
Vaneck Vectors ETF Tr	Q4 2018 Filed on Feb 14, 2019	420	N/A
CELJF Cellcom Israel Ltd. Communication Services	Q4 2018 Filed on Feb 14, 2019	100	$5.69 - $7.16 $569 - $716
EVRG Evergy, Inc. Utilities	Q4 2018 Filed on Feb 14, 2019	406	$54.89 - $60.77 $22.3K - $24.7K

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