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
Ford Motor CO Senior Debenture
Q4 2019 Filed on Jan 30, 2020
28
N/A
FSM
Fortuna Silver Mines Inc

Basic Materials
Q4 2019 Filed on Jan 30, 2020
800
$2.97 - $4.09 $2.38K - $3.27K
FNV
Franco Nevada Corp

Basic Materials
Q4 2019 Filed on Jan 30, 2020
100
$91.05 - $103.3 $9.11K - $10.3K
Frontier Communications Corp Com
Q4 2019 Filed on Jan 30, 2020
1
N/A
Ge Cap Retail Bk Draper Utah Cd
Q4 2019 Filed on Jan 30, 2020
18
N/A
Garland Tex Elec Util Sys Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
General Electric CO
Q4 2019 Filed on Jan 30, 2020
9,876
N/A
Glassboro Nj G.O Go Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
SOCL
Global X Fds Global X Social M

ETFs
Q4 2019 Filed on Jan 30, 2020
34
$31.17 - $34.86 $1.06K - $1.19K
Goldman Sachs Jr Sb M W Call
Q4 2019 Filed on Jan 30, 2020
5
N/A
GSPRK
Goldman Sachs Group, Inc. (The
Q4 2019 Filed on Jan 30, 2020
875
N/A
Goldman Sachs Bk Usa New York Cd
Q4 2019 Filed on Jan 30, 2020
20
N/A
Goldman Sachs Bk Usa Ny Cd
Q4 2019 Filed on Jan 30, 2020
14
N/A
Grant Cnty Wash Pub Util Dist Rev Bds
Q4 2019 Filed on Jan 30, 2020
25
N/A
Green Twp Ohio LTD Go Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
GEF
Greif, Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
1,200
$36.02 - $45.27 $43.2K - $54.3K
Gulf Coast Wtr Auth Wtr Sys Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Hsbc Bank Usa Na Cd Lkd 22
Q4 2019 Filed on Jan 30, 2020
3,000
N/A
Hamilton Cnty Oh Swr Sys Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Hamilton Cnty Oh Swr Sys Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Hays Cnty Tex Pass Through Toll Rev An
Q4 2019 Filed on Jan 30, 2020
15
N/A
Hobbs Muni Sch Dist #33 Go Sch Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Houston Tex Pub Impt Ref Bds Pub Impt Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Houston Tex Pub Impt Ref Bds Pub Impt Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Houston Tex Wtr & Swr Sys Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Indiana Muni Power Agency Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
INGN
Inogen Inc

Healthcare
Q4 2019 Filed on Jan 30, 2020
250
$45.95 - $76.15 $11.5K - $19K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
104
$137.59 - $155.95 $14.3K - $16.2K
IRBT
Irobot Corp

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
43
$43.56 - $59.88 $1.87K - $2.57K
Ishares Gold Trust
Q4 2019 Filed on Jan 30, 2020
15,726
N/A
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
1,977
$37.57 - $42.02 $74.3K - $83.1K
IYJ
Ishares Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
42
$75.93 - $84.31 $3.19K - $3.54K
Ishares Tr
Q4 2019 Filed on Jan 30, 2020
4,530
N/A
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
JPEM
Jp Morgan Diversified Return

ETFs
Q4 2019 Filed on Jan 30, 2020
500
$51.7 - $57.01 $25.9K - $28.5K
Jersey City N J Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Jpmorgan Chase & CO Global Mt Senior Med Term Note Qtrly Var
Q4 2019 Filed on Jan 30, 2020
5
N/A
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
Lawrence Kans Go Impt Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
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
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