Wealthpoint, LLC Closed Holding Positions

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
ENIC
Enel Chile S.A.

Utilities
Q1 2019 Filed on May 16, 2019
600
$4.85 - $5.57 $2.91K - $3.34K
EIX
Edison International

Utilities
Q1 2019 Filed on May 16, 2019
1,354
$53.51 - $65.07 $72.5K - $88.1K
Enel Americas S A Adr
Q1 2019 Filed on May 16, 2019
600
N/A
XOM
Exxon Mobil Corp

Energy
Q1 2019 Filed on May 16, 2019
500
$68.62 - $81.79 $34.3K - $40.9K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2019 Filed on May 16, 2019
158
$169.51 - $202.54 $26.8K - $32K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q1 2019 Filed on May 16, 2019
152
$56.87 - $68.58 $8.64K - $10.4K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q1 2019 Filed on May 16, 2019
78
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q1 2019 Filed on May 16, 2019
2,065
$53.62 - $63.98 $111K - $132K
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2019 Filed on May 16, 2019
794
$28.59 - $32.53 $22.7K - $25.8K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2019 Filed on May 16, 2019
1,310
$5.12 - $6.27 $6.71K - $8.21K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
1
$11.55 - $16.96 $11.6 - $17
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q1 2019 Filed on May 16, 2019
1,660
N/A
Glbl X Mlp & Energy ETF
Q1 2019 Filed on May 16, 2019
910
N/A
FTA
First Tr Large Cap Value

ETFs
Q1 2019 Filed on May 16, 2019
1,746
$45.74 - $52.6 $79.9K - $91.8K
DIV
Global X Superdividend Us ETF

ETFs
Q1 2019 Filed on May 16, 2019
912
$22.47 - $24.35 $20.5K - $22.2K
HYLS
First Tr Tactical High Yield L

ETFs
Q1 2019 Filed on May 16, 2019
135
$44.96 - $48.02 $6.07K - $6.48K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2019 Filed on May 16, 2019
460
$21.3 - $27.68 $9.8K - $12.7K
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2019 Filed on May 16, 2019
17
$10.07 - $13.35 $171 - $227
Frontier Comms Corp New
Q1 2019 Filed on May 16, 2019
71
N/A
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2019 Filed on May 16, 2019
248
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q1 2019 Filed on May 16, 2019
5,462
N/A
FEMB
First Tr ETF Emerging Markets

ETFs
Q1 2019 Filed on May 16, 2019
2,311
$36.98 - $38.78 $85.5K - $89.6K
FTLS
First Tr Long/Short Equity ETF

ETFs
Q1 2019 Filed on May 16, 2019
135
$36.68 - $39.25 $4.95K - $5.3K
XYLD
Global X Fds S&P 500 Covered C

ETFs
Q1 2019 Filed on May 16, 2019
800
N/A
Dunkin Brands Grp Inc
Q1 2019 Filed on May 16, 2019
75
N/A
CTIC
Cti Biopharma Corp

Healthcare
Q1 2019 Filed on May 16, 2019
12
$0.9 - $1.37 $10.8 - $16.4
Allianzgi Eq&Cnv Inc
Q1 2019 Filed on May 16, 2019
825
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2019 Filed on May 16, 2019
500
$12.61 - $22.33 $6.31K - $11.2K
AMT
American Tower Corp

Real Estate
Q1 2019 Filed on May 16, 2019
150
$156.74 - $197.06 $23.5K - $29.6K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
306
$19.46 - $25.28 $5.95K - $7.74K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2019 Filed on May 16, 2019
2,798
$9.77 - $10.47 $27.3K - $29.3K
APPN
Appian Corp

Technology
Q1 2019 Filed on May 16, 2019
750
$25.61 - $38.97 $19.2K - $29.2K
AMAT
Applied Materials Inc

Technology
Q1 2019 Filed on May 16, 2019
396
$31.54 - $41.33 $12.5K - $16.4K
Asia Pacific Fd Inc
Q1 2019 Filed on May 16, 2019
0
N/A
Aurora Cannabis Inc
Q1 2019 Filed on May 16, 2019
4,000
N/A
ALLE
Allegion PLC

Industrials
Q1 2019 Filed on May 16, 2019
37
$79.5 - $93.77 $2.94K - $3.47K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
24
$151.77 - $170.53 $3.64K - $4.09K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2019 Filed on May 16, 2019
0
$12.37 - $14.5 $0 - $0
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q1 2019 Filed on May 16, 2019
1,154
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2019 Filed on May 16, 2019
4,993
N/A
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q1 2019 Filed on May 16, 2019
2,059
$56.43 - $60.35 $116K - $124K
EWC
Ishares Msci Canada ETF

ETFs
Q1 2019 Filed on May 16, 2019
4,228
N/A
MMM
3 M CO

Industrials
Q1 2019 Filed on May 16, 2019
180
$183.76 - $210.58 $33.1K - $37.9K
ABT
Abbott Laboratories

Healthcare
Q1 2019 Filed on May 16, 2019
307
$66.22 - $80.06 $20.3K - $24.6K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
20
$19.16 - $27.41 $383 - $548
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q1 2019 Filed on May 16, 2019
1,497
$3.91 - $4.31 $5.85K - $6.45K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q1 2019 Filed on May 16, 2019
1,523
$16.17 - $27.38 $24.6K - $41.7K
AUTO
Auto Web, Inc.

Communication Services
Q1 2019 Filed on May 16, 2019
2,000
$3.05 - $4.8 $6.1K - $9.6K
BKR
Baker Hughes CO

Energy
Q1 2019 Filed on May 16, 2019
140
$20.91 - $28.46 $2.93K - $3.98K
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