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
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
Q3 2018 Filed on Dec 06, 2018
1,168
N/A
Pittsburgh & Allegheny Cnty P Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
25
N/A
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q3 2018 Filed on Dec 06, 2018
314
$4.51 - $4.67 $1.42K - $1.47K
San Leandro Calif Uni Sch Cabs Callable
Q3 2018 Filed on Dec 06, 2018
40
N/A
SIF
Sifco Industries Inc

Industrials
Q3 2018 Filed on Dec 06, 2018
501
$4.97 - $5.8 $2.49K - $2.91K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q3 2018 Filed on Dec 06, 2018
5
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2018 Filed on Dec 06, 2018
8
N/A
Toledo Ohio Wtrwks Rev Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
35
N/A
Viacom Inc Jr Sub Debenture Clbl Var
Q3 2018 Filed on Dec 06, 2018
15
N/A
Westmoreland Cnty Pa Mun Auth Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2018 Filed on Dec 06, 2018
23
$54.39 - $61.95 $1.25K - $1.42K
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
Q3 2018 Filed on Dec 06, 2018
2,058
N/A
CN
Xtrackers Msci All China Eqty
Q3 2018 Filed on Dec 06, 2018
672
N/A
DBEZ
Xtrackers Msci Eurozone Hedged
Q3 2018 Filed on Dec 06, 2018
17
N/A
QARP
Xtrackers Russell 1000 Us Qual

ETFs
Q3 2018 Filed on Dec 06, 2018
1,224
N/A
ABB
Abb LTD

Industrials
Q2 2018 Filed on Sep 04, 2018
317
$21.45 - $24.56 $6.8K - $7.79K
Abbott Labs Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
2
N/A
Abbvie Inc Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
AYI
Acuity Brands Inc

Industrials
Q2 2018 Filed on Sep 04, 2018
54
$110.22 - $136.67 $5.95K - $7.38K
ARLP
Alliance Resource Partners LP

Energy
Q2 2018 Filed on Sep 04, 2018
40
$15.75 - $20.45 $630 - $818
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q2 2018 Filed on Sep 04, 2018
100
$19.73 - $25.26 $1.97K - $2.53K
Anheuser Busch Inbev Fin Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
Apple Inc Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
ATO
Atmos Energy Corp

Utilities
Q2 2018 Filed on Sep 04, 2018
125
$82.68 - $90.53 $10.3K - $11.3K
BNPQY
Bnp Paribas Spons Adr

Financial Services
Q2 2018 Filed on Sep 04, 2018
269
$30.34 - $38.98 $8.16K - $10.5K
Bank Of America Corp Subordinated Medium Term Note
Q2 2018 Filed on Sep 04, 2018
2
N/A
Bank Of Nova Scotia Senior Note
Q2 2018 Filed on Sep 04, 2018
2
N/A
Barclays Bank PLC Etn Ser B26
Q2 2018 Filed on Sep 04, 2018
124
N/A
BAYRY
Bayer Ag Spons Adr

Healthcare
Q2 2018 Filed on Sep 04, 2018
260
$27.49 - $31.67 $7.15K - $8.23K
Berkshire Hathaway Fin Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
2
N/A
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2018 Filed on Sep 04, 2018
3
$76.01 - $99.03 $228 - $297
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2018 Filed on Sep 04, 2018
39
$106.55 - $119.63 $4.16K - $4.67K
Cbs Corp Com Cl B
Q2 2018 Filed on Sep 04, 2018
5
N/A
CDK
Cdk Global, Inc.

Technology
Q2 2018 Filed on Sep 04, 2018
36
$62.41 - $66.15 $2.25K - $2.38K
CDW
Cdw Corp

Technology
Q2 2018 Filed on Sep 04, 2018
597
$67.95 - $85.47 $40.6K - $51K
CX
Cemex Sab De Cv

Basic Materials
Q2 2018 Filed on Sep 04, 2018
240
$5.81 - $7.19 $1.39K - $1.73K
Chevron Corp Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
Guggenheim Abc 1:1 Exc 5/21/18 73936 Q520
Q2 2018 Filed on Sep 04, 2018
277
N/A
CRARY
Credit Agricole Sa Unsponsored

Financial Services
Q2 2018 Filed on Sep 04, 2018
529
N/A
MBGYY
Mercedes Benz Group Ag America
Q2 2018 Filed on Sep 04, 2018
176
N/A
Dalton Ohio Loc Sch Dist Go Ultd Tax Sch Impt Bds Clbl
Q2 2018 Filed on Sep 04, 2018
10
N/A
John Deere Cap Senior Medium Term Note
Q2 2018 Filed on Sep 04, 2018
3
N/A
DK
Delek Us Holdings, Inc.

Energy
Q2 2018 Filed on Sep 04, 2018
18
$40.0 - $59.81 $720 - $1.08K
TECL
Direxion Daily Technology Bull

ETFs
Q2 2018 Filed on Sep 04, 2018
120
$10.65 - $15.08 $1.28K - $1.81K
EPR
Epr Properties

Real Estate
Q2 2018 Filed on Sep 04, 2018
24
$53.04 - $66.06 $1.27K - $1.59K
ENR
Energizer Holdings, Inc.

Industrials
Q2 2018 Filed on Sep 04, 2018
200
$53.55 - $62.96 $10.7K - $12.6K
Exelon Corporation Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
2
N/A
Exxon Mobil Corporation Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
2
N/A
FANUY
Fanuc Corporation Unsponsored

Industrials
Q2 2018 Filed on Sep 04, 2018
264
$19.8 - $25.4 $5.23K - $6.71K
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