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
American Express CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Baxter Intl Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
CTRA
Coterra Energy Inc.

Energy
Q3 2019 Filed on Oct 28, 2019
305
$16.16 - $24.03 $4.93K - $7.33K
ENDTF
Canoe Eit Income Fund Units (C
Q3 2019 Filed on Oct 28, 2019
250
N/A
Citigroup Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
INCO
Columbia ETF Tr Ii Columbia In

ETFs
Q3 2019 Filed on Oct 28, 2019
495
$37.63 - $42.37 $18.6K - $21K
Cpfl Energia Sa Adr Sponsored
Q3 2019 Filed on Oct 28, 2019
158
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Emerson Elec CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Fedex Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Fedex Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Gilead Sciences Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Intel Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2019 Filed on Oct 28, 2019
1,074
$50.07 - $52.71 $53.8K - $56.6K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2019 Filed on Oct 28, 2019
907
$39.61 - $43.02 $35.9K - $39K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q3 2019 Filed on Oct 28, 2019
280
$50.22 - $50.52 $14.1K - $14.1K
Jp Morgan ETF Trust Betabuldr Deve ETF
Q3 2019 Filed on Oct 28, 2019
205
N/A
Jp Morgan ETF Trust Betabuldrs Cda ETF
Q3 2019 Filed on Oct 28, 2019
471
N/A
Jp Morgan ETF Trust Betbuld Europe ETF
Q3 2019 Filed on Oct 28, 2019
867
N/A
Jp Morgan ETF Trust Betbuld Japan ETF
Q3 2019 Filed on Oct 28, 2019
676
N/A
Medtronic PLC
Q3 2019 Filed on Oct 28, 2019
0
N/A
Metlife Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Oracle Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
RGA
Reinsurance Group Of America Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
18
$144.51 - $162.99 $2.6K - $2.93K
SAVE
Spirit Airlines, Inc.

Industrials
Q3 2019 Filed on Oct 28, 2019
123
$36.03 - $55.05 $4.43K - $6.77K
Target Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Union Pacific Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Union Pacific Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Walmart Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Waste Mgmt Inc Del
Q3 2019 Filed on Oct 28, 2019
0
N/A
Ally Bk Midvale Utah Cd
Q2 2019 Filed on Aug 06, 2019
20
N/A
ATHX
Athersys, Inc

Healthcare
Q2 2019 Filed on Aug 06, 2019
2,415
$1.39 - $2.03 $3.36K - $4.9K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q2 2019 Filed on Aug 06, 2019
659
$5.43 - $6.4 $3.58K - $4.22K
Dowdupont Inc Com
Q2 2019 Filed on Aug 06, 2019
160
N/A
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
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
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
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email