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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2019 Filed on Aug 06, 2019
5
$641.66 - $740.59 $3.21K - $3.7K
Dowdupont Inc Com
Q2 2019 Filed on Aug 06, 2019
160
N/A
FAST
Fastenal CO

Industrials
Q2 2019 Filed on Aug 06, 2019
26
$30.38 - $35.67 $790 - $927
AG
First Majestic Silver Corp

Basic Materials
Q2 2019 Filed on Aug 06, 2019
600
$5.53 - $8.01 $3.32K - $4.81K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q2 2019 Filed on Aug 06, 2019
18
$47.56 - $57.13 $856 - $1.03K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2019 Filed on Aug 06, 2019
254
$9.71 - $14.2 $2.47K - $3.61K
GSK
Gsk PLC

Healthcare
Q2 2019 Filed on Aug 06, 2019
109
$39.4 - $42.7 $4.29K - $4.65K
Goldcorp Inc Com
Q2 2019 Filed on Aug 06, 2019
339
N/A
Goldman Sachs Bk Usa New York Cd
Q2 2019 Filed on Aug 06, 2019
40
N/A
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2019 Filed on Aug 06, 2019
103
$18.59 - $19.33 $1.91K - $1.99K
ING
Ing Groep Nv

Financial Services
Q2 2019 Filed on Aug 06, 2019
320
$10.76 - $13.66 $3.44K - $4.37K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2019 Filed on Aug 06, 2019
199
$83.93 - $89.74 $16.7K - $17.9K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2019 Filed on Aug 06, 2019
83
N/A
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2019 Filed on Aug 06, 2019
89
N/A
INTF
Ishares Tr

ETFs
Q2 2019 Filed on Aug 06, 2019
947
N/A
LRGF
Ishares Tr

ETFs
Q2 2019 Filed on Aug 06, 2019
1,779
N/A
Maxwell Technologies Inc Com
Q2 2019 Filed on Aug 06, 2019
100
N/A
MJNA
Medical Marijuana, Inc. Common
Q2 2019 Filed on Aug 06, 2019
6,000
N/A
NCR
Ncr Corp

Technology
Q2 2019 Filed on Aug 06, 2019
50
$28.26 - $32.74 $1.41K - $1.64K
NGG
National Grid PLC

Utilities
Q2 2019 Filed on Aug 06, 2019
224
$48.95 - $55.43 $11K - $12.4K
Nokia Oyj Senior Note M/W
Q2 2019 Filed on Aug 06, 2019
70
N/A
Obsidian Energy LTD Com
Q2 2019 Filed on Aug 06, 2019
200
N/A
Ohio St Wtr Dev Auth Wtr Rev Bds
Q2 2019 Filed on Aug 06, 2019
10
N/A
PAYX
Paychex Inc

Industrials
Q2 2019 Filed on Aug 06, 2019
88
$80.4 - $87.8 $7.08K - $7.73K
Pennsylvania State Go Bds
Q2 2019 Filed on Aug 06, 2019
20
N/A
Rite Aid Corp Com
Q2 2019 Filed on Aug 06, 2019
1,000
N/A
Spdr Series Trust Bloomberg Brclys Hi Yld Bd ETF
Q2 2019 Filed on Aug 06, 2019
5,494
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2019 Filed on Aug 06, 2019
122
N/A
STOT
Spdr Doubleline Short Duration

ETFs
Q2 2019 Filed on Aug 06, 2019
304
N/A
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q2 2019 Filed on Aug 06, 2019
530
$6.83 - $7.32 $3.62K - $3.88K
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2019 Filed on Aug 06, 2019
549
$12.22 - $13.88 $6.71K - $7.62K
Ubs Ag London Brh
Q2 2019 Filed on Aug 06, 2019
87
N/A
VG
Vonage Holdings Corp

Communication Services
Q2 2019 Filed on Aug 06, 2019
200
$9.11 - $12.12 $1.82K - $2.42K
Wells Fargo Bank Na Cd Mthly
Q2 2019 Filed on Aug 06, 2019
20
N/A
UBS
Ubs Group Ag

Financial Services
Q2 2019 Filed on Aug 06, 2019
437
$11.43 - $13.53 $4.99K - $5.91K
OTIVF
On Track Innovations LTD

Industrials
Q2 2019 Filed on Aug 06, 2019
1,200
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2019 Filed on Aug 06, 2019
2,057
$14.49 - $14.76 $29.8K - $30.4K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2019 Filed on Aug 06, 2019
500
$22.6 - $23.01 $11.3K - $11.5K
Micro Focus International PLC Adr Sponsored
Q2 2019 Filed on Aug 06, 2019
12
N/A
Windstream Technologies Inc Com
Q2 2019 Filed on Aug 06, 2019
200,000
N/A
BCO
Brinks CO

Industrials
Q2 2019 Filed on Aug 06, 2019
200
$76.24 - $85.56 $15.2K - $17.1K
Concho Resources Inc Com
Q2 2019 Filed on Aug 06, 2019
33
N/A
ILMN
Illumina, Inc.

Healthcare
Q2 2019 Filed on Aug 06, 2019
14
$300.59 - $368.15 $4.21K - $5.15K
Mylan Nv Com
Q2 2019 Filed on Aug 06, 2019
229
N/A
Terra Tech Corp Com
Q2 2019 Filed on Aug 06, 2019
1,100
N/A
UHAL
Amerco

Industrials
Q2 2019 Filed on Aug 06, 2019
10
$366.34 - $402.52 $3.66K - $4.03K
ANSS
Ansys Inc

Technology
Q2 2019 Filed on Aug 06, 2019
75
$175.24 - $204.82 $13.1K - $15.4K
BMO
Bank Of Montreal

Financial Services
Q2 2019 Filed on Aug 06, 2019
130
$72.61 - $79.14 $9.44K - $10.3K
Barclays Bk PLC
Q2 2019 Filed on Aug 06, 2019
108
N/A
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