Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on May 24, 2021
774
$283.69 - $443.29 $220K - $343K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 24, 2021
4,004
$81.93 - $106.33 $328K - $426K
ADT
Adt Inc.

Industrials
Q1 2021 Filed on May 24, 2021
38,429
$6.87 - $10.25 $264K - $394K
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 24, 2021
1,543
$241.17 - $318.09 $372K - $491K
R
Ryder System Inc

Industrials
Q1 2021 Filed on May 24, 2021
10,672
$61.42 - $78.94 $655K - $842K
Quidel Corp Com
Q1 2021 Filed on May 24, 2021
3,108
N/A
Hsbc Usa Inc Var Cmtz 02/12/21 Usd10
Q1 2021 Filed on May 24, 2021
20,000
N/A
EHTH
E Health, Inc.

Financial Services
Q1 2021 Filed on May 24, 2021
9,181
$47.85 - $85.09 $439K - $781K
SPLK
Splunk Inc

Technology
Q4 2020 Filed on Feb 18, 2021
1,556
$153.49 - $219.46 $239K - $341K
Pdl Biopharma Inc Com
Q4 2020 Filed on Feb 18, 2021
68,477
N/A
CINF
Cincinnati Financial Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
3,348
$64.1 - $83.44 $215K - $279K
STM
St Microelectronics N.V.

Technology
Q3 2020 Filed on Nov 10, 2020
23,348
$26.61 - $31.4 $621K - $733K
GSPRJ
Goldman Sachs Group Inc Dep Sh
Q2 2020 Filed on Aug 11, 2020
10,105
N/A
CPRJ
Citigroup Inc. Dep Shs Repstg
Q2 2020 Filed on Aug 11, 2020
9,585
N/A
Petroleos Mexicanos Note M/W Clbl
Q2 2020 Filed on Aug 11, 2020
200
N/A
PNCPRP
Pnc Financial Services Group,
Q2 2020 Filed on Aug 11, 2020
8,843
N/A
United Technologies Corp N/C 4/3/20 75513 E101
Q2 2020 Filed on Aug 11, 2020
8,615
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
9,892
$43.29 - $87.5 $428K - $866K
Boeing CO Com
Q1 2020 Filed on May 07, 2020
2,254
N/A
Anthem Inc Com
Q1 2020 Filed on May 07, 2020
810
N/A
American Express CO Com
Q1 2020 Filed on May 07, 2020
13,839
N/A
Amgen Inc Com
Q1 2020 Filed on May 07, 2020
3,036
N/A
Travelers Companies Inc Com
Q1 2020 Filed on May 07, 2020
2,160
N/A
Abbott Laboratories Com
Q1 2020 Filed on May 07, 2020
18,627
N/A
Apple Inc
Q1 2020 Filed on May 07, 2020
16,937
N/A
Berkshire Hathaway Inc Com Cl B
Q1 2020 Filed on May 07, 2020
4,289
N/A
Amazon Com Inc Com
Q1 2020 Filed on May 07, 2020
457
N/A
Kaukauna Wis Wtrwks Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
King Cnty Wash Pub Hosp Dist Go Ref Callable
Q4 2019 Filed on Jan 30, 2020
15
N/A
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
Tomkins Cty Ny Dev Corp Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
MORN
Morningstar, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
100
$143.18 - $162.37 $14.3K - $16.2K
Tampa Fla Util Tax Impt Rev Bds
Q4 2019 Filed on Jan 30, 2020
30
N/A
ITT
Itt Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
839
$55.2 - $74.16 $46.3K - $62.2K
Illinois Fin Auth Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
15
N/A
Us Bancorp Dep Shs Repr Pfd Ser F
Q4 2019 Filed on Jan 30, 2020
4,745
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
35
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
30
N/A
Altaba Inc
Q4 2019 Filed on Jan 30, 2020
300
N/A
Aphria Inc Com
Q4 2019 Filed on Jan 30, 2020
1,000
N/A
AGR
Avangrid, Inc.

Utilities
Q4 2019 Filed on Jan 30, 2020
22
$48.09 - $51.93 $1.06K - $1.14K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
19
$35.16 - $42.76 $668 - $812
Compass Bank Cd
Q4 2019 Filed on Jan 30, 2020
10
N/A
Dutchess Cnty Ny Pub Impt Ser Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2019 Filed on Jan 30, 2020
266
$26.94 - $28.5 $7.17K - $7.58K
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
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