Affiance Financial, LLC Closed Holding Positions

Affiance Financial, LLC

  • $364 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Therapeuticsmd Inc
Q2 2022 Filed on Jul 14, 2022
25,050
N/A
GAB
Gabelli Equity Trust Inc

Financial Services
Q2 2022 Filed on Jul 14, 2022
20,132
$5.54 - $7.05 $112K - $142K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 12, 2022
740
$46.47 - $53.72 $34.4K - $39.8K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 12, 2022
615
N/A
VOX
Vanguard Communication Service

ETFs
Q1 2022 Filed on Apr 12, 2022
1,014
N/A
NSC
Norfolk Southern Corp

Industrials
Q1 2022 Filed on Apr 12, 2022
775
$253.66 - $296.81 $197K - $230K
WTRG
Essential Utilities, Inc.

Utilities
Q1 2022 Filed on Apr 12, 2022
7,252
$44.8 - $53.13 $325K - $385K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Feb 01, 2022
5,289
N/A
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 01, 2022
718
$117.89 - $161.28 $84.6K - $116K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2020 Filed on Jan 25, 2021
1,801
N/A
Apartment Invt & Mgmt CO
Q4 2020 Filed on Jan 25, 2021
9,010
N/A
IYE
Ishares Tr

ETFs
Q3 2020 Filed on Oct 13, 2020
202
$15.96 - $20.59 $3.22K - $4.16K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2020 Filed on Jul 13, 2020
172
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2020 Filed on Jul 13, 2020
45
N/A
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2020 Filed on Jul 13, 2020
195
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q2 2020 Filed on Jul 13, 2020
170
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2020 Filed on Jul 13, 2020
233
N/A
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2020 Filed on Jul 13, 2020
1
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2020 Filed on Jul 13, 2020
178
N/A
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on Apr 14, 2020
327
$21.23 - $31.4 $6.94K - $10.3K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q1 2020 Filed on Apr 14, 2020
1,351
N/A
Aqua America Inc
Q1 2020 Filed on Apr 14, 2020
8,354
N/A
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q1 2020 Filed on Apr 14, 2020
110
N/A
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 14, 2020
532
$36.81 - $61.96 $19.6K - $33K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q1 2020 Filed on Apr 14, 2020
3,619
N/A
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q4 2019 Filed on Jan 16, 2020
16,270
$5.69 - $5.94 $92.6K - $96.6K
Blackrock Munihldgs Fd Ii In
Q2 2019 Filed on Jul 11, 2019
10,107
N/A
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2019 Filed on Apr 15, 2019
26,093
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2019 Filed on Apr 15, 2019
44,360
N/A
Dowdupont Inc
Q1 2019 Filed on Apr 15, 2019
4,433
N/A
TPR
Tapestry, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 11, 2019
4,565
$32.3 - $50.34 $147K - $230K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2018 Filed on Jan 11, 2019
5,100
$49.0 - $50.08 $250K - $255K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
Q4 2018 Filed on Jan 11, 2019
13,911
$12.54 - $13.48 $174K - $188K
Twenty First Centy Fox Inc
Q3 2018 Filed on Oct 15, 2018
5,362
N/A
LEA
Lear Corp

Consumer Cyclical
Q3 2018 Filed on Oct 15, 2018
1,440
$145.0 - $192.47 $209K - $277K
Powershares ETF Trust
Q2 2018 Filed on Jul 16, 2018
29,607
N/A
Amerigas Partners L P
Q1 2018 Filed on Apr 17, 2018
4,395
N/A
General Electric CO
Q4 2017 Filed on Jan 16, 2018
10,150
N/A
Tortoise Energy Infrstrctr C
Q4 2015 Filed on Dec 11, 2017
8,654
N/A
THC
Tenet Healthcare Corp

Healthcare
Q4 2015 Filed on Dec 11, 2017
6,500
N/A
BKCC
Black Rock Capital Investment Corp

Financial Services
Q2 2017 Filed on Dec 08, 2017
12,683
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2017 Filed on Dec 08, 2017
6,050
N/A
NS
Nu Star Energy L.P.

Energy
Q3 2016 Filed on Dec 08, 2017
4,822
N/A
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
Q1 2017 Filed on Dec 08, 2017
26,426
N/A
ET
Energy Transfer LP

Energy
Q3 2015 Filed on Dec 08, 2017
8,893
N/A
PAA
Plains All American Pipeline LP

Energy
Q3 2015 Filed on Dec 08, 2017
11,728
N/A
Kkr & CO L P Del
Q1 2015 Filed on Dec 08, 2017
19,030
N/A
Western Asset Var Rt Strg Fd
Q3 2015 Filed on Dec 08, 2017
13,217
N/A
Clearbridge Energy Mlp Fd In
Q3 2015 Filed on Dec 08, 2017
13,935
N/A
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