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
CMS
Cms Energy Corp

Utilities
Q3 2019 Filed on Oct 28, 2019
165
$57.66 - $65.04 $9.51K - $10.7K
Capital One Natl Assn Va Cd
Q3 2019 Filed on Oct 28, 2019
20
N/A
Cleveland Cuyahoga Cnty Ohio Rev Bds
Q3 2019 Filed on Oct 28, 2019
10
N/A
Cleveland Ohio Pkg Facs Rev Rev Bds
Q3 2019 Filed on Oct 28, 2019
5
N/A
Cleveland Ohio Pkg Facs Rev Rev Bds
Q3 2019 Filed on Oct 28, 2019
20
N/A
Decatur Ala Go Wts
Q3 2019 Filed on Oct 28, 2019
10
N/A
Du Page & Will Cntys Ill Go Sch Blds Bds
Q3 2019 Filed on Oct 28, 2019
20
N/A
DRE
Duke Realty Corp

Real Estate
Q3 2019 Filed on Oct 28, 2019
53
$31.8 - $34.1 $1.69K - $1.81K
Florida St Mun Pwr Agy Rev Bds
Q3 2019 Filed on Oct 28, 2019
10
N/A
Goldman Sachs Bk Usa Ny Cd
Q3 2019 Filed on Oct 28, 2019
100
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Oct 28, 2019
465
$35.53 - $42.1 $16.5K - $19.6K
HAL
Halliburton CO

Energy
Q3 2019 Filed on Oct 28, 2019
68
$17.31 - $23.85 $1.18K - $1.62K
Harris Cnty Tex Met Sales And Use Tax Rev Bd
Q3 2019 Filed on Oct 28, 2019
50
N/A
Independence Ohio Various Purp Ref Bds
Q3 2019 Filed on Oct 28, 2019
25
N/A
Independence Ohio Various Purp Ref Bds
Q3 2019 Filed on Oct 28, 2019
15
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2019 Filed on Oct 28, 2019
85
$112.0 - $120.88 $9.52K - $10.3K
Las Vegas Valley Nev Wtr Dist Go Wtr Bds
Q3 2019 Filed on Oct 28, 2019
40
N/A
LEN
Lennar Corp

Consumer Cyclical
Q3 2019 Filed on Oct 28, 2019
160
$45.86 - $55.85 $7.34K - $8.94K
Massachusetts Bay Transn Auth Sr Sales Tax Bds
Q3 2019 Filed on Oct 28, 2019
5
N/A
MRCY
Mercury Systems Inc

Industrials
Q3 2019 Filed on Oct 28, 2019
50
$68.31 - $88.75 $3.42K - $4.44K
Michigan State Comprehensive Rev Bds
Q3 2019 Filed on Oct 28, 2019
15
N/A
Missouri St Envrnmntl Impt Rev Bds Callable
Q3 2019 Filed on Oct 28, 2019
50
N/A
NUE
Nucor Corp

Basic Materials
Q3 2019 Filed on Oct 28, 2019
320
$46.61 - $56.71 $14.9K - $18.1K
Ohio St Spl Oblig Cap Facs Lease Appropria
Q3 2019 Filed on Oct 28, 2019
15
N/A
Parker CO Wtr & Santn Dist Go Ref Bds
Q3 2019 Filed on Oct 28, 2019
10
N/A
Pennsylvania St Econ Dev Fing Rev Bds Callable
Q3 2019 Filed on Oct 28, 2019
5
N/A
Penn State Higher Ed Rev Bds
Q3 2019 Filed on Oct 28, 2019
50
N/A
Pennsylvania St Univ Rev Bds
Q3 2019 Filed on Oct 28, 2019
15
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
150
$8.95 - $10.08 $1.34K - $1.51K
Portland Or Rev Ref Bds
Q3 2019 Filed on Oct 28, 2019
50
N/A
Regional Transm Auth Ill G.O Bds
Q3 2019 Filed on Oct 28, 2019
20
N/A
Rent A Center Inc Senior Note Callable M/W
Q3 2019 Filed on Oct 28, 2019
20
N/A
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q3 2019 Filed on Oct 28, 2019
300
$33.91 - $36.46 $10.2K - $10.9K
RDS-A
Shell PLC

Energy
Q3 2019 Filed on Oct 28, 2019
640
$49.47 - $57.87 $31.7K - $37K
Sarasota Cnty Fla Pub Hosp Brd Rev Bds Callable
Q3 2019 Filed on Oct 28, 2019
20
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2019 Filed on Oct 28, 2019
163
$56.56 - $57.5 $9.22K - $9.37K
TTE
Total Energies Se

Energy
Q3 2019 Filed on Oct 28, 2019
200
$48.01 - $56.58 $9.6K - $11.3K
Witchita Kans Go Sales Tax Ref Bds
Q3 2019 Filed on Oct 28, 2019
10
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q3 2019 Filed on Oct 28, 2019
2,215
$2.42 - $3.72 $5.36K - $8.24K
European Investment Bank Sr Unsecured
Q3 2019 Filed on Oct 28, 2019
150
N/A
KSU
Kansas City Southern

Industrials
Q3 2019 Filed on Oct 28, 2019
200
N/A
AA
Alcoa Corp

Basic Materials
Q3 2019 Filed on Oct 28, 2019
68
$16.73 - $23.56 $1.14K - $1.6K
AAL
American Airlines Group Inc.

Industrials
Q3 2019 Filed on Oct 28, 2019
202
$24.45 - $34.59 $4.94K - $6.99K
Hertz Corp Senior Note Callable M/W
Q3 2019 Filed on Oct 28, 2019
5
N/A
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2019 Filed on Oct 28, 2019
2,504
$39.22 - $41.24 $98.2K - $103K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q3 2019 Filed on Oct 28, 2019
700
$25.45 - $27.84 $17.8K - $19.5K
BHP
Bhp Group LTD

Basic Materials
Q3 2019 Filed on Oct 28, 2019
91
$41.65 - $52.6 $3.79K - $4.79K
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Oct 28, 2019
79
$21.34 - $28.9 $1.69K - $2.28K
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2019 Filed on Oct 28, 2019
50
$150.35 - $169.12 $7.52K - $8.46K
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