Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
MTD Mettler Toledo International Inc Healthcare	Q4 2019 Filed on Jan 30, 2020	10	$658.61 - $793.31 $6.59K - $7.93K
Morgan Stanley Bank Na Cd	Q4 2019 Filed on Jan 30, 2020	10	N/A
Morgan Stanley Pvt Bk Purchas Cd	Q4 2019 Filed on Jan 30, 2020	10	N/A
MORN Morningstar, Inc. Financial Services	Q4 2019 Filed on Jan 30, 2020	100	$143.18 - $162.37 $14.3K - $16.2K
New York St Dorm Auth Revs Gen Purp Bds	Q4 2019 Filed on Jan 30, 2020	20	N/A
New York St Twy Auth Gen Rev Rev Bds	Q4 2019 Filed on Jan 30, 2020	20	N/A
PACW Pacwest Bancorp Financial Services	Q4 2019 Filed on Jan 30, 2020	141	$34.77 - $39.5 $4.9K - $5.57K
Pennsylvania Hsg Fin Agy Sing Rev Bds	Q4 2019 Filed on Jan 30, 2020	15	N/A
Priority Income Fund Inc 6.25 Per Cent Term Prf Stk Due 2023	Q4 2019 Filed on Jan 30, 2020	400	N/A
St Francis Mn Indt Sch Dist Go Facs Maintenance Bds	Q4 2019 Filed on Jan 30, 2020	15	N/A
Suffolk Cnty N Y Ref Bds	Q4 2019 Filed on Jan 30, 2020	20	N/A
Sunflower Bank Cd	Q4 2019 Filed on Jan 30, 2020	10	N/A
Tomkins Cty Ny Dev Corp Rev Bds	Q4 2019 Filed on Jan 30, 2020	20	N/A
Ubs Ag London Brh	Q4 2019 Filed on Jan 30, 2020	83	N/A
Vernon Calif Redev Agy Tax Tax Alloc Bds Callable	Q4 2019 Filed on Jan 30, 2020	10	N/A
Wells Fargo Bank Na Cd Mthly	Q4 2019 Filed on Jan 30, 2020	10	N/A
Wells Fargo Bank Na Cd Mthly	Q4 2019 Filed on Jan 30, 2020	10	N/A
Wells Fargo Bank Na Cd Mthly	Q4 2019 Filed on Jan 30, 2020	10	N/A
Wells Fargo Bank Na Cd Mthly	Q4 2019 Filed on Jan 30, 2020	20	N/A
World Gold Trust Spdr Gld Minis ETF	Q4 2019 Filed on Jan 30, 2020	2,226	N/A
XLNX Xilinx, Inc. Technology	Q4 2019 Filed on Jan 30, 2020	28	N/A
Abbvie Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
American Express CO	Q4 2019 Filed on Jan 30, 2020	0	N/A
Apartment Invest And Mgmt CO Cl A	Q4 2019 Filed on Jan 30, 2020	174	N/A
Apple Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
AVB Avalonbay Communities Inc Real Estate	Q4 2019 Filed on Jan 30, 2020	50	$206.64 - $222.04 $10.3K - $11.1K
CACI Caci International Inc Technology	Q4 2019 Filed on Jan 30, 2020	17	$215.42 - $251.63 $3.66K - $4.28K
Cisco Sys Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
CAG Conagra Brands Inc. Consumer Defensive	Q4 2019 Filed on Jan 30, 2020	250	$26.92 - $35.07 $6.73K - $8.77K
Constellation Brands Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Constellation Brands Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Constellation Brands Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Corepoint Lodging Inc Com	Q4 2019 Filed on Jan 30, 2020	1,250	N/A
Cvs Health Corp	Q4 2019 Filed on Jan 30, 2020	0	N/A
Darden Restaurants Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
DHI Horton D R Inc Consumer Cyclical	Q4 2019 Filed on Jan 30, 2020	200	$50.71 - $55.91 $10.1K - $11.2K
Eog Res Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Eog Res Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Fedex Corp	Q4 2019 Filed on Jan 30, 2020	0	N/A
Garfield Heights Ohio Go Various Purp And Impt Clbl	Q4 2019 Filed on Jan 30, 2020	20	N/A
Gilead Sciences Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
GTBIF Green Thumb Industries Inc. Healthcare	Q4 2019 Filed on Jan 30, 2020	1,600	$7.86 - $9.98 $12.6K - $16K
Intel Corp	Q4 2019 Filed on Jan 30, 2020	0	N/A
PXF Invesco Iftse Rafi Dev Mkts Ex ETFs	Q4 2019 Filed on Jan 30, 2020	198	$38.48 - $42.78 $7.62K - $8.47K
PDN Invesco Fd Tr ETFs	Q4 2019 Filed on Jan 30, 2020	36	$28.92 - $32.16 $1.04K - $1.16K
JPMPRD Jpmorgan Chase& CO Dep Shs Rep	Q4 2019 Filed on Jan 30, 2020	6,368	N/A
Lowes Cos Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Lowes Cos Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Lowes Cos Inc	Q4 2019 Filed on Jan 30, 2020	0	N/A
Marathon Pete Corp	Q4 2019 Filed on Jan 30, 2020	0	N/A

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