Prestige Wealth Management Group LLC Closed Holding Positions

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Sterling Bancorp Del
Q1 2022 Filed on May 05, 2022
326
N/A
USO
United States Oil Fund, LP

ETFs
Q1 2022 Filed on May 05, 2022
67
$54.83 - $85.43 $3.67K - $5.72K
SRLN
Ssga Active Trust

ETFs
Q1 2022 Filed on May 05, 2022
490
$43.97 - $45.84 $21.5K - $22.5K
AMWL
American Well Corp

Healthcare
Q1 2022 Filed on May 05, 2022
91
$3.06 - $6.19 $278 - $563
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2022 Filed on May 05, 2022
765
$29.63 - $32.87 $22.7K - $25.1K
Xilinx Inc
Q1 2022 Filed on May 05, 2022
54
N/A
Royal Dutch Shell PLC
Q1 2022 Filed on May 05, 2022
200
N/A
World Gold Tr
Q1 2022 Filed on May 05, 2022
2,570
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on May 05, 2022
515
$85.05 - $92.24 $43.8K - $47.5K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q1 2022 Filed on May 05, 2022
15
$46.26 - $62.64 $694 - $940
SYLD
Cambria Shareholder Yld ETF

ETFs
Q1 2022 Filed on May 05, 2022
23
$60.72 - $66.33 $1.4K - $1.53K
Ihs Markit LTD
Q1 2022 Filed on May 05, 2022
35
N/A
LYLT
Loyalty Ventures Inc.

Technology
Q1 2022 Filed on May 05, 2022
18
$16.53 - $33.9 $298 - $610
PRDO
Perdoceo Education Corp

Consumer Defensive
Q1 2022 Filed on May 05, 2022
100
$10.08 - $12.49 $1.01K - $1.25K
TOST
Toast, Inc.

Technology
Q1 2022 Filed on May 05, 2022
45
$16.26 - $33.03 $732 - $1.49K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2022 Filed on May 05, 2022
13
$26.69 - $33.2 $347 - $432
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2022 Filed on May 05, 2022
8
$49.07 - $54.16 $393 - $433
DLO
D Local LTD

Technology
Q1 2022 Filed on May 05, 2022
41
$23.3 - $35.44 $955 - $1.45K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2022 Filed on May 05, 2022
34
$29.7 - $34.12 $1.01K - $1.16K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
Q1 2022 Filed on May 05, 2022
129
$36.25 - $41.27 $4.68K - $5.32K
Magellan Health Inc
Q1 2022 Filed on May 05, 2022
31
N/A
DNMR
Danimer Scientific, Inc.

Basic Materials
Q1 2022 Filed on May 05, 2022
47
$3.33 - $8.86 $157 - $416
BG
Bungeltd

Consumer Defensive
Q1 2022 Filed on May 05, 2022
21
$93.69 - $117.21 $1.97K - $2.46K
Cerner Corp
Q1 2022 Filed on May 05, 2022
231
N/A
MBRX
Moleculin Biotech, Inc.

Healthcare
Q1 2022 Filed on May 05, 2022
167
$1.23 - $1.9 $205 - $317
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 05, 2022
36
$68.8 - $83.58 $2.48K - $3.01K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
113
$13.84 - $24.33 $1.56K - $2.75K
AGNC
Agnc Investment Corp.

Real Estate
Q4 2021 Filed on Feb 15, 2022
277
$14.76 - $16.6 $4.09K - $4.6K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2021 Filed on Feb 15, 2022
62
$29.82 - $36.05 $1.85K - $2.24K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 15, 2022
13
N/A
Firstcash Inc
Q4 2021 Filed on Feb 15, 2022
62
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
9
$87.43 - $154.29 $787 - $1.39K
CBSH
Commerce Bancshares Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
5
$65.25 - $71.2 $326 - $356
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 15, 2022
46
$40.07 - $44.51 $1.84K - $2.05K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
5
$68.83 - $80.62 $344 - $403
LDL
Lydall, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
183
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Feb 15, 2022
6
$53.0 - $103.63 $318 - $622
EHTH
E Health, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
31
$21.13 - $46.56 $655 - $1.44K
JXN
Jackson Financial Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
3
$26.03 - $41.83 $78.1 - $125
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
8
$43.38 - $49.21 $347 - $394
MYGN
Myriad Genetics Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
12
$24.13 - $32.63 $290 - $392
WEBR
Weber Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
160
$11.29 - $18.05 $1.81K - $2.89K
GL
Globe Life Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
4
$85.26 - $98.48 $341 - $394
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
11,693
$17.76 - $27.69 $208K - $324K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q4 2021 Filed on Feb 15, 2022
61
$21.24 - $23.2 $1.3K - $1.42K
MCY
Mercury General Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
16
$50.82 - $56.86 $813 - $910
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q4 2021 Filed on Feb 15, 2022
53
$36.31 - $39.79 $1.92K - $2.11K
IAC
Iac/Inter Active Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
29
$122.47 - $156.76 $3.55K - $4.55K
Columbia Ppty Tr Inc
Q4 2021 Filed on Feb 15, 2022
1,265
N/A
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