Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OEF
Ishares S&P 100 ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
230
$127.66 - $144.69 $29.4K - $33.3K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
506
$185.78 - $206.16 $94K - $104K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2019 Filed on Jan 30, 2020
237
$205.25 - $235.04 $48.6K - $55.7K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2019 Filed on Jan 30, 2020
350
$76.36 - $85.59 $26.7K - $30K
IYJ
Ishares Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
42
$75.93 - $84.31 $3.19K - $3.54K
IYF
Ishares Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
62
$62.23 - $68.93 $3.86K - $4.27K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
102
$71.68 - $79.55 $7.31K - $8.11K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q4 2019 Filed on Jan 30, 2020
800
$14.78 - $16.39 $11.8K - $13.1K
EMGF
Ishares Msci Emerging Markets

ETFs
Q4 2019 Filed on Jan 30, 2020
834
$40.36 - $45.63 $33.7K - $38.1K
Ishares Tr
Q4 2019 Filed on Jan 30, 2020
4,530
N/A
HEFA
Ishares Currency Hedged Msci E

ETFs
Q4 2019 Filed on Jan 30, 2020
246
$28.97 - $31.38 $7.13K - $7.72K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2019 Filed on Jan 30, 2020
201
$54.7 - $55.84 $11K - $11.2K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q4 2019 Filed on Jan 30, 2020
786
$26.11 - $26.21 $20.5K - $20.6K
Ishares Trust Ibonds Dec2021 ETF
Q4 2019 Filed on Jan 30, 2020
788
N/A
JPIN
Jp Morgan Diversified Return I

ETFs
Q4 2019 Filed on Jan 30, 2020
4,502
$51.93 - $57.61 $234K - $259K
JPEM
Jp Morgan Diversified Return

ETFs
Q4 2019 Filed on Jan 30, 2020
500
$51.7 - $57.01 $25.9K - $28.5K
Jpmorgan Chase & CO Global Mt Senior Med Term Note Qtrly Var
Q4 2019 Filed on Jan 30, 2020
5
N/A
K
Kellogg CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
55
$60.89 - $69.16 $3.35K - $3.8K
KEY
Keycorp

Financial Services
Q4 2019 Filed on Jan 30, 2020
168
$16.74 - $20.4 $2.81K - $3.43K
King Cnty Wash Pub Hosp Dist LTD Tax Go Ref Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
King County Wa Swr Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
30
N/A
Knoxville Tenn Gas Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Lakewood Twp Nj Gen Impt Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
LAMR
Lamar Advertising CO

Real Estate
Q4 2019 Filed on Jan 30, 2020
733
$80.01 - $89.26 $58.6K - $65.4K
Lawrence Kans Go Impt Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
4,033
$38.45 - $55.18 $155K - $223K
Lehman Brothers Holding Inc Es Escrow
Q4 2019 Filed on Jan 30, 2020
25
N/A
Linden N J Go Bds
Q4 2019 Filed on Jan 30, 2020
25
N/A
Long Branch N J Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
25
N/A
Louisiana St Go Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Lubbock Tex Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Lumberton Twp N J Go Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q4 2019 Filed on Jan 30, 2020
6,950
$3.74 - $3.82 $26K - $26.5K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Jan 30, 2020
1,047
$58.47 - $65.77 $61.2K - $68.9K
Maine Health & Higher Edl Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Marysville Ohio LTD Go Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
10
$482.95 - $599.24 $4.83K - $5.99K
Metropolitan Pk Dist Ultd Tax Go And Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Metropolitan Transn Auth N Y Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Metropolitan Trans Auth Rev Bds
Q4 2019 Filed on Jan 30, 2020
5
N/A
Metropolitan Trans Auth Rev Bds
Q4 2019 Filed on Jan 30, 2020
35
N/A
Miami Dade Cnty Sch Brd Cops Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Miami Dade Cnty Fla Wtr & Swr Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
MVIS
Microvision, Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
875
$0.58 - $0.98 $507 - $858
Minnesota St Go St Bds
Q4 2019 Filed on Jan 30, 2020
5
N/A
Mississippi St Dev Bank Spl Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Moorestown Township New Jersey Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
MSPRI
Morgan Stanley Depo Shs Rep 1/
Q4 2019 Filed on Jan 30, 2020
3,309
N/A
NEOG
Neogen Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
200
$31.33 - $34.86 $6.27K - $6.97K
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