Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Microsoft Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
Microsoft Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
Morgan Stanley
Q4 2019 Filed on Jan 30, 2020
0
N/A
Morgan Stanley
Q4 2019 Filed on Jan 30, 2020
0
N/A
Morgan Stanley
Q4 2019 Filed on Jan 30, 2020
0
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2019 Filed on Jan 30, 2020
489
$12.92 - $13.9 $6.32K - $6.8K
Ohio St Wtr Dev Auth Wtr Rev Bds
Q4 2019 Filed on Jan 30, 2020
25
N/A
Oracle Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
Quanta Svcs Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
RAD
Rite Aid Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
50
$6.86 - $20.3 $343 - $1.02K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
161
$54.79 - $56.05 $8.82K - $9.02K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2019 Filed on Jan 30, 2020
42
$27.01 - $29.91 $1.13K - $1.26K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
143
$56.32 - $57.23 $8.05K - $8.18K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q4 2019 Filed on Jan 30, 2020
89
$27.03 - $27.91 $2.41K - $2.48K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2019 Filed on Jan 30, 2020
783
$107.21 - $109.95 $83.9K - $86.1K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2019 Filed on Jan 30, 2020
18
$35.06 - $35.42 $631 - $638
Target Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
TDS
Telephone & Data Systems Inc

Communication Services
Q4 2019 Filed on Jan 30, 2020
33
$21.93 - $26.68 $724 - $880
Tjx Cos Inc New
Q4 2019 Filed on Jan 30, 2020
0
N/A
Union Pacific Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q4 2019 Filed on Jan 30, 2020
38
$58.9 - $65.58 $2.24K - $2.49K
EGHT
8 X8 Inc

Technology
Q4 2019 Filed on Jan 30, 2020
400
$16.81 - $20.82 $6.72K - $8.33K
Activision Blizzard Inc Call January 62.5
Q4 2019 Filed on Jan 30, 2020
0
N/A
Agilent Technologies Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Agilent Technologies Inc Call January 82.5
Q4 2019 Filed on Jan 30, 2020
0
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
69
$62.3 - $71.91 $4.3K - $4.96K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q4 2019 Filed on Jan 30, 2020
187
$30.78 - $43.72 $5.76K - $8.18K
American Outdoor Brands Corp
Q4 2019 Filed on Jan 30, 2020
1,000
N/A
Apple Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Apple Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Apple Inc Call January 250
Q4 2019 Filed on Jan 30, 2020
0
N/A
Aptiv PLC
Q4 2019 Filed on Jan 30, 2020
0
N/A
Aptiv PLC Call January 95
Q4 2019 Filed on Jan 30, 2020
0
N/A
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
190
$22.25 - $27.25 $4.23K - $5.18K
Bristol Myers Squibb CO
Q4 2019 Filed on Jan 30, 2020
0
N/A
Broadcom Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Broadcom Inc Call January 330
Q4 2019 Filed on Jan 30, 2020
0
N/A
Cisco Sys Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Citigroup Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Citigroup Inc Call December 75
Q4 2019 Filed on Jan 30, 2020
0
N/A
CME
Cme Group Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
14
$196.95 - $216.02 $2.76K - $3.02K
Constellation Brands Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Constellation Brands Inc Call January 225
Q4 2019 Filed on Jan 30, 2020
0
N/A
Cvs Health Corp
Q4 2019 Filed on Jan 30, 2020
0
N/A
Cvs Health Corporation Call January 70
Q4 2019 Filed on Jan 30, 2020
0
N/A
Darden Restaurants Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Darden Restaurants Inc Call January 135
Q4 2019 Filed on Jan 30, 2020
0
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2019 Filed on Jan 30, 2020
199
$31.31 - $34.35 $6.23K - $6.84K
Dean Foods CO Com
Q4 2019 Filed on Jan 30, 2020
1,000
N/A
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