Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Trust Ibonds Dec2021 ETF
Q4 2019 Filed on Jan 30, 2020
788
N/A
JPIN
Jp Morgan Diversified Return I

ETFs
Q4 2019 Filed on Jan 30, 2020
4,502
$51.93 - $57.61 $234K - $259K
JPEM
Jp Morgan Diversified Return

ETFs
Q4 2019 Filed on Jan 30, 2020
500
$51.7 - $57.01 $25.9K - $28.5K
Jersey City N J Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Jpmorgan Chase & CO Global Mt Senior Med Term Note Qtrly Var
Q4 2019 Filed on Jan 30, 2020
5
N/A
K
Kellogg CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
55
$60.89 - $69.16 $3.35K - $3.8K
KEY
Keycorp

Financial Services
Q4 2019 Filed on Jan 30, 2020
168
$16.74 - $20.4 $2.81K - $3.43K
King Cnty Wash Pub Hosp Dist LTD Tax Go Ref Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
King County Wa Swr Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
30
N/A
Knoxville Tenn Gas Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Lakewood Twp Nj Gen Impt Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
LAMR
Lamar Advertising CO

Real Estate
Q4 2019 Filed on Jan 30, 2020
733
$80.01 - $89.26 $58.6K - $65.4K
Lawrence Kans Go Impt Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
4,033
$38.45 - $55.18 $155K - $223K
Lehman Brothers Holding Inc Es Escrow
Q4 2019 Filed on Jan 30, 2020
25
N/A
Linden N J Go Bds
Q4 2019 Filed on Jan 30, 2020
25
N/A
Louisiana St Go Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Lubbock Tex Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Lumberton Twp N J Go Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q4 2019 Filed on Jan 30, 2020
6,950
$3.74 - $3.82 $26K - $26.5K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Jan 30, 2020
1,047
$58.47 - $65.77 $61.2K - $68.9K
Maine Health & Higher Edl Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Marysville Ohio LTD Go Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
10
$482.95 - $599.24 $4.83K - $5.99K
Metropolitan Pk Dist Ultd Tax Go And Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Metropolitan Transn Auth N Y Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Metropolitan Trans Auth Rev Bds
Q4 2019 Filed on Jan 30, 2020
5
N/A
Metropolitan Trans Auth Rev Bds
Q4 2019 Filed on Jan 30, 2020
35
N/A
Miami Dade Cnty Sch Brd Cops Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Miami Dade Cnty Fla Wtr & Swr Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
MVIS
Microvision, Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
875
$0.58 - $0.98 $507 - $858
Minnesota St Go St Bds
Q4 2019 Filed on Jan 30, 2020
5
N/A
Mississippi St Dev Bank Spl Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Moorestown Township New Jersey Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
MSPRI
Morgan Stanley Depo Shs Rep 1/
Q4 2019 Filed on Jan 30, 2020
3,309
N/A
NEOG
Neogen Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
200
$31.33 - $34.86 $6.27K - $6.97K
New Jersey Hsg & Mtg Fin Agy Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
New Jersey St Hsg & Mtge Fin Agy Mf Cond Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
5
N/A
New Mexico Fin Auth St Trans Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
New York Ny Go Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
New York City Hsg Dev Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
New York State Hsg Fin Agcy Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
New York St Dorm Auth Revs Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
New York St Dorm Auth Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
New York St Dorm Auth Revs Rev Bds
Q4 2019 Filed on Jan 30, 2020
25
N/A
Niagara Cnty N Y Go Bds Callable
Q4 2019 Filed on Jan 30, 2020
20
N/A
NOK
Nokia Corp

Technology
Q4 2019 Filed on Jan 30, 2020
170,991
$3.35 - $5.23 $573K - $894K
North Tex Mun Dist Tex Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q4 2019 Filed on Jan 30, 2020
3,500
$0.38 - $0.63 $1.33K - $2.21K
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