Strategic Wealth Partners, Ltd. Sells in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-164
- 3.81%
$56.47 - $63.69 $9.26K - $10.4K
4.14K $261K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
-3.86K
- 18.44%
$7.24 - $10.03 $28K - $38.8K
17.1K $168K
UL
Unilever PLC

Consumer Defensive
-418
- 7.78%
$54.7 - $65.59 $22.9K - $27.4K
4.96K $321K
DHR
Danaher Corp

Healthcare
-40
- 2.96%
$239.25 - $280.76 $9.57K - $11.2K
1.31K $365K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-30
- 0.56%
$89.91 - $101.33 $2.7K - $3.04K
5.3K $520K
IAU
Ishares Gold Trust

ETFs
-2.29K
- 9.02%
$44.06 - $50.5 $101K - $116K
23.1K $1.15M
SHW
Sherwin Williams CO

Basic Materials
-19
- 1.37%
$294.65 - $384.0 $5.6K - $7.3K
1.37K $521K
PG
Procter & Gamble CO

Consumer Defensive
-18
- 0.32%
$160.76 - $177.82 $2.89K - $3.2K
5.64K $976K
BMY
Bristol Myers Squibb CO

Healthcare
-211
- 3.9%
$39.66 - $51.75 $8.37K - $10.9K
5.21K $269K
ABT
Abbott Laboratories

Healthcare
-265
- 3.54%
$100.07 - $118.13 $26.5K - $31.3K
7.21K $822K
MA
Mastercard Inc

Financial Services
-71
- 3.97%
$429.6 - $500.99 $30.5K - $35.6K
1.72K $848K
MTB
M&T Bank Corp

Financial Services
-99
- 3.3%
$146.49 - $179.85 $14.5K - $17.8K
2.9K $516K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-440
- 3.54%
$117.9 - $128.2 $51.9K - $56.4K
12K $1.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-196
- 2.14%
$105.53 - $118.34 $20.7K - $23.2K
8.98K $1.05M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-524
- 2.72%
$80.13 - $88.89 $42K - $46.6K
18.8K $1.66M
OHI
Omega Healthcare Investors Inc

Real Estate
-834
- 3.52%
$33.55 - $41.29 $28K - $34.4K
22.8K $928K
LMT
Lockheed Martin Corp

Industrials
-37
- 3.03%
$460.3 - $584.56 $17K - $21.6K
1.19K $692K
WMT
Walmart Inc.

Consumer Defensive
-51
- 0.25%
$66.91 - $81.4 $3.41K - $4.15K
20.3K $1.64M
UNH
Unitedhealth Group Inc

Healthcare
-349
- 5.22%
$488.01 - $604.18 $170K - $211K
6.34K $3.71M
TSLA
Tesla, Inc.

Consumer Cyclical
-50
- 0.83%
$191.76 - $263.26 $9.59K - $13.2K
5.97K $1.56M
V
Visa Inc.

Financial Services
-145
- 0.4%
$253.74 - $291.56 $36.8K - $42.3K
36.1K $9.94M
VFH
Vanguard Financial ETF

ETFs
-681
- 0.91%
$99.27 - $111.21 $67.6K - $75.7K
74.3K $8.17M
ARMK
Aramark

Industrials
-11.9K
- 5.85%
$32.37 - $38.91 $387K - $465K
192K $7.44M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-36
- 0.03%
$41.02 - $46.01 $1.48K - $1.66K
129K $5.87M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-935
- 2.79%
$57.22 - $80.08 $53.5K - $74.9K
32.6K $2.54M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-279
- 0.36%
$64.35 - $75.71 $18K - $21.1K
78K $5.75M
MDT
Medtronic PLC

Healthcare
-243
- 0.27%
$76.84 - $91.03 $18.7K - $22.1K
88.2K $7.94M
NEE
Nextera Energy Inc

Utilities
-4.69K
- 4.48%
$69.9 - $84.97 $328K - $399K
100K $8.45M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.47K
- 2.9%
$156.14 - $187.2 $229K - $275K
49.1K $9.08M
IBM
International Business Machines Corp

Technology
-1.92K
- 4.84%
$175.1 - $223.38 $336K - $429K
37.8K $8.35M
Activity Summary
Buys All Purchases 158 New Holdings 13 Increased Positions 145 Sells All Sells 131 Reductions 118 Sold out 13 Options Calls 1 Puts 0
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