Wealthsource Partners, LLC Closed Holding Positions

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Is Guggenheim S&P 500 Pure Growth Eft
Q1 2018 Filed on Apr 16, 2018
2,409
N/A
VTR
Ventas, Inc.

Real Estate
Q1 2018 Filed on Apr 16, 2018
5,413
$48.11 - $60.12 $260K - $325K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2018 Filed on Apr 16, 2018
5,490
N/A
Resonant Inc Com
Q1 2018 Filed on Apr 16, 2018
11,000
N/A
Second Sight Med Prods Inc Com
Q1 2018 Filed on Apr 16, 2018
10,000
N/A
AIG
American International Group, Inc.

Financial Services
Q1 2018 Filed on Apr 16, 2018
5,345
$53.41 - $64.8 $285K - $346K
ICF
Ishares Tr

ETFs
Q1 2018 Filed on Apr 16, 2018
4,927
$44.28 - $50.38 $218K - $248K
CGNX
Cognex Corp

Technology
Q1 2018 Filed on Apr 16, 2018
3,800
$50.77 - $69.62 $193K - $265K
Sk Telecom LTD Sponsored Adr
Q1 2018 Filed on Apr 16, 2018
8,680
N/A
JHMS
John Hancock ETF Tr Multifacto

ETFs
Q1 2018 Filed on Apr 16, 2018
8,409
$25.38 - $28.69 $213K - $241K
JHMU
John Hancock Exchange Traded F
Q1 2018 Filed on Apr 16, 2018
7,943
N/A
Guggenheim Bulletshares 2020 High Yield Corporate Bond ETF
Q1 2018 Filed on Apr 16, 2018
8,689
N/A
Nuance Communications Inc
Q1 2018 Filed on Apr 16, 2018
17,973
N/A
Dominion Energy Inc Ut Ser A 081519
Q1 2018 Filed on Apr 16, 2018
4,285
N/A
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2018 Filed on Apr 16, 2018
1,319
$150.84 - $175.91 $199K - $232K
John Hancock Multifactor Consumer Discretionary ETF
Q1 2018 Filed on Apr 16, 2018
7,656
N/A
Guggenheim ETF Trust S&P 500 Equal Weight
Q1 2018 Filed on Apr 16, 2018
26,996
N/A
Guggenheim Ultra Short Duration ETF
Q1 2018 Filed on Apr 16, 2018
6,679
N/A
Guggenheim Bulletshares 2019 High Yield Corporate Bond ETF
Q1 2018 Filed on Apr 16, 2018
14,746
N/A
Guggenheim Blt 2018 High Yield Corp Bnd ETF
Q1 2018 Filed on Apr 16, 2018
37,350
N/A
Axovant Sciences LTD Com
Q4 2017 Filed on Feb 16, 2018
10,000
N/A
Whiting Pete Corp New Com
Q4 2017 Filed on Feb 16, 2018
79,875
N/A
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Feb 16, 2018
6,402
$44.45 - $69.2 $285K - $443K
Vaneck Vectors Coal ETF
Q4 2017 Filed on Feb 16, 2018
24,754
N/A
EWP
Ishares Inc Msci Spain ETF

ETFs
Q4 2017 Filed on Feb 16, 2018
15,671
$32.07 - $33.84 $503K - $530K
Guggenheim Bulletshares 2017 High Yield Corporate Bond ETF
Q4 2017 Filed on Feb 16, 2018
20,125
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2017 Filed on Nov 20, 2017
3,217
N/A
Powershares Ftse Rafi Us 1500 Small Mid Portfolio
Q3 2017 Filed on Nov 20, 2017
2,074
N/A
RGR
Sturm Ruger & CO Inc

Industrials
Q3 2017 Filed on Nov 20, 2017
4,850
$45.75 - $57.7 $222K - $280K
Du Pont E I De Nemours & CO Com
Q3 2017 Filed on Nov 20, 2017
4,581
N/A
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