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
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q3 2021 Filed on Nov 15, 2021
143
$140.21 - $151.53 $20.1K - $21.7K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
2,000
$17.08 - $28.65 $34.2K - $57.3K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
19,379
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2021 Filed on Nov 15, 2021
70
$164.82 - $176.04 $11.5K - $12.3K
JACK
Jack In The Box Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
50
$97.33 - $112.87 $4.87K - $5.64K
DOCU
Docusign, Inc.

Technology
Q2 2021 Filed on Aug 17, 2021
25
$180.16 - $284.48 $4.5K - $7.11K
GAN
Gan LTD

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
500
$14.96 - $20.65 $7.48K - $10.3K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
700
$20.28 - $28.75 $14.2K - $20.1K
LAND
Gladstone Land Corp

Real Estate
Q2 2021 Filed on Aug 17, 2021
1
$18.54 - $25.3 $18.5 - $25.3
FPI
Farmland Partners Inc.

Real Estate
Q2 2021 Filed on Aug 17, 2021
168
$11.29 - $14.38 $1.9K - $2.42K
ET
Energy Transfer LP

Energy
Q2 2021 Filed on Aug 17, 2021
424
$7.8 - $11.35 $3.31K - $4.81K
YY
Joyy Inc.

Communication Services
Q2 2021 Filed on Aug 17, 2021
60
$65.6 - $103.53 $3.94K - $6.21K
Perspecta Inc
Q2 2021 Filed on Aug 17, 2021
35
N/A
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2021 Filed on Aug 17, 2021
500
$6.89 - $8.35 $3.45K - $4.18K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 17, 2021
684
N/A
Ishares Tr
Q2 2021 Filed on Aug 17, 2021
1,094
N/A
OPK
Opko Health, Inc.

Healthcare
Q2 2021 Filed on Aug 17, 2021
23,200
$3.33 - $4.55 $77.3K - $106K
Grubhub Inc
Q2 2021 Filed on Aug 17, 2021
50
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q2 2021 Filed on Aug 17, 2021
432
$42.87 - $51.65 $18.5K - $22.3K
AA
Alcoa Corp

Basic Materials
Q2 2021 Filed on Aug 17, 2021
40
$31.24 - $41.32 $1.25K - $1.65K
HROW
Harrow Health, Inc.

Healthcare
Q2 2021 Filed on Aug 17, 2021
19,770
$6.68 - $11.07 $132K - $219K
FUBO
Fubo Tv Inc.

Communication Services
Q2 2021 Filed on Aug 17, 2021
1,100
$16.35 - $34.25 $18K - $37.7K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Aug 17, 2021
152
$113.04 - $115.78 $17.2K - $17.6K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
25
$302.26 - $351.85 $7.56K - $8.8K
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2021 Filed on Aug 17, 2021
114
$78.5 - $83.84 $8.95K - $9.56K
SCVL
Shoe Carnival Inc

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
100
$29.0 - $38.57 $2.9K - $3.86K
LNC
Lincoln National Corp

Financial Services
Q2 2021 Filed on Aug 17, 2021
29
$59.43 - $71.13 $1.72K - $2.06K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
200
$35.69 - $40.64 $7.14K - $8.13K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 17, 2021
641
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 17, 2021
692
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2021 Filed on May 14, 2021
110
$63.54 - $94.39 $6.99K - $10.4K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on May 14, 2021
176
$32.2 - $37.72 $5.67K - $6.64K
Marvell Technology Group LTD
Q1 2021 Filed on May 14, 2021
9,000
N/A
MET
Metlife Inc

Financial Services
Q1 2021 Filed on May 14, 2021
75
$46.08 - $61.76 $3.46K - $4.63K
Invesco Mortgage Capital Inc
Q1 2021 Filed on May 14, 2021
1,160
N/A
WTER
Alkaline Water CO Inc

Consumer Defensive
Q1 2021 Filed on May 14, 2021
800
$0.97 - $1.53 $776 - $1.22K
Blackrock Muniholdings Quali
Q1 2021 Filed on May 14, 2021
800
N/A
URI
United Rentals, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
3,000
$229.65 - $333.21 $689K - $1M
Bristol Myers Squibb CO
Q1 2021 Filed on May 14, 2021
4,900
N/A
American Intl Group Inc
Q1 2021 Filed on May 14, 2021
5
N/A
DBB
Invesco Db Base Metals Fund

ETFs
Q1 2021 Filed on May 14, 2021
27,500
$16.82 - $19.41 $463K - $534K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2021 Filed on May 14, 2021
45,000
$14.62 - $17.5 $658K - $788K
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on May 14, 2021
374
$76.38 - $86.03 $28.6K - $32.2K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q1 2021 Filed on May 14, 2021
555
$47.17 - $66.19 $26.2K - $36.7K
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 14, 2021
1
$28.4 - $36.14 $28.4 - $36.1
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
Q1 2021 Filed on May 14, 2021
19,800
$20.15 - $20.23 $399K - $401K
RGEN
Repligen Corp

Healthcare
Q1 2021 Filed on May 14, 2021
100
$180.37 - $226.26 $18K - $22.6K
JBLU
Jetblue Airways Corp

Industrials
Q1 2021 Filed on May 14, 2021
400
$14.03 - $21.64 $5.61K - $8.66K
INGR
Ingredion Inc

Consumer Defensive
Q1 2021 Filed on May 14, 2021
22
$74.32 - $92.78 $1.64K - $2.04K
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