Seven Springs Wealth Group, LLC Closed Holding Positions

Seven Springs Wealth Group, LLC

  • $249 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BIDU
Baidu, Inc.

Communication Services
Q1 2020 Filed on Apr 20, 2020
18
$83.62 - $144.51 $1.51K - $2.6K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
107
$74.61 - $115.43 $7.98K - $12.4K
FAF
First American Financial Corp

Financial Services
Q1 2020 Filed on Apr 20, 2020
2,480
$33.16 - $66.49 $82.2K - $165K
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q1 2020 Filed on Apr 20, 2020
5,701
$26.24 - $38.29 $150K - $218K
DOW
Dow Inc.

Basic Materials
Q1 2020 Filed on Apr 20, 2020
161
$22.0 - $53.75 $3.54K - $8.65K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2020 Filed on Apr 20, 2020
4,301
$33.25 - $52.19 $143K - $224K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q1 2020 Filed on Apr 20, 2020
3,788
$36.18 - $51.11 $137K - $194K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q1 2020 Filed on Apr 20, 2020
4,873
$25.14 - $43.87 $123K - $214K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on Apr 20, 2020
209
$28.46 - $63.5 $5.95K - $13.3K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2020 Filed on Apr 20, 2020
12,403
$19.66 - $31.28 $244K - $388K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on Apr 20, 2020
877
$17.27 - $26.2 $15.1K - $23K
GPN
Global Payments Inc

Industrials
Q1 2020 Filed on Apr 20, 2020
41
$116.07 - $208.47 $4.76K - $8.55K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
378
$7.87 - $14.77 $2.97K - $5.58K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 20, 2020
421
$18.68 - $28.22 $7.86K - $11.9K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
78
$13.54 - $24.27 $1.06K - $1.89K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 20, 2020
530
$38.4 - $61.03 $20.4K - $32.3K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2020 Filed on Apr 20, 2020
151
$39.85 - $66.69 $6.02K - $10.1K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 20, 2020
130
$35.74 - $66.24 $4.65K - $8.61K
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on Apr 20, 2020
264
$25.69 - $56.67 $6.78K - $15K
TILT
Flexshares Tr

ETFs
Q1 2020 Filed on Apr 20, 2020
604
$80.05 - $130.75 $48.4K - $79K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2020 Filed on Apr 20, 2020
86
$81.69 - $141.34 $7.03K - $12.2K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
6,700
$32.36 - $58.18 $217K - $390K
United Technologies Corp
Q1 2020 Filed on Apr 20, 2020
107
N/A
Vereit Inc
Q1 2020 Filed on Apr 20, 2020
9,592
N/A
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2020 Filed on Apr 20, 2020
600
$46.79 - $49.92 $28.1K - $30K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
911
$16.97 - $63.05 $15.5K - $57.4K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2020 Filed on Apr 20, 2020
5
$70.89 - $104.72 $354 - $524
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
1,823
$33.22 - $89.84 $60.6K - $164K
SBAC
Sba Communications Corp

Real Estate
Q1 2020 Filed on Apr 20, 2020
599
$215.46 - $303.24 $129K - $182K
Raytheon CO
Q1 2020 Filed on Apr 20, 2020
143
N/A
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 20, 2020
930
$37.46 - $55.46 $34.8K - $51.6K
Ishares Tr
Q1 2020 Filed on Apr 20, 2020
20,586
N/A
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
9,036
$49.11 - $85.52 $444K - $773K
EQIX
Equinix Inc

Real Estate
Q1 2020 Filed on Apr 20, 2020
121
$489.14 - $655.99 $59.2K - $79.4K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2020 Filed on Apr 20, 2020
12,850
$52.32 - $81.58 $672K - $1.05M
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on Apr 20, 2020
24,450
$54.38 - $96.81 $1.33M - $2.37M
KMI
Kinder Morgan, Inc.

Energy
Q1 2020 Filed on Apr 20, 2020
375
$9.98 - $22.24 $3.74K - $8.34K
Liberty Ppty Tr
Q1 2020 Filed on Apr 20, 2020
1,507
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on Apr 20, 2020
327
$35.95 - $59.38 $11.8K - $19.4K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
296
$29.7 - $55.41 $8.79K - $16.4K
Global X Fds
Q1 2020 Filed on Apr 20, 2020
105,291
N/A
NFLX
Netflix Inc

Communication Services
Q1 2020 Filed on Apr 20, 2020
32
$298.84 - $387.78 $9.56K - $12.4K
NXST
Nexstar Media Group, Inc.

Communication Services
Q1 2020 Filed on Apr 20, 2020
45
$46.26 - $131.12 $2.08K - $5.9K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on Apr 20, 2020
1,251
$41.18 - $79.88 $51.5K - $99.9K
OUT
Outfront Media Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
1,314
$7.99 - $30.96 $10.5K - $40.7K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
3,009
$19.95 - $37.33 $60K - $112K
PSA
Public Storage

Real Estate
Q1 2020 Filed on Apr 20, 2020
338
$160.61 - $232.82 $54.3K - $78.7K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on Apr 20, 2020
757
$22.3 - $34.12 $16.9K - $25.8K
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