Arbor Trust Wealth Advisors, LLC Closed Holding Positions

Arbor Trust Wealth Advisors, LLC

$202 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
MMP Magellan Midstream Partners, L.P. Energy	Q2 2022 Filed on Jul 15, 2022	4,763	$47.27 - $53.38 $225K - $254K
MO Altria Group, Inc. Consumer Defensive	Q2 2022 Filed on Jul 15, 2022	9,157	$41.5 - $56.57 $380K - $518K
Level One Bancorp Inc	Q2 2022 Filed on Jul 15, 2022	37,449	N/A
PGR Progressive Corp Financial Services	Q2 2022 Filed on Jul 15, 2022	1,900	$106.95 - $121.19 $203K - $230K
BABA Alibaba Group Holding LTD Consumer Cyclical	Q2 2022 Filed on Jul 15, 2022	2,350	$81.09 - $119.62 $191K - $281K
EXC Exelon Corp Utilities	Q1 2022 Filed on Apr 25, 2022	3,892	$39.56 - $47.63 $154K - $185K
Invesco Qqq Trust	Q1 2022 Filed on Apr 25, 2022	781	N/A
FDX Fedex Corp Industrials	Q1 2022 Filed on Apr 25, 2022	1,100	$201.09 - $264.91 $221K - $291K
EEM Ishares Msci Emerging Markets ETFs	Q1 2022 Filed on Apr 25, 2022	4,705	$41.54 - $50.85 $195K - $239K
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2022 Filed on Apr 25, 2022	3,725	$55.42 - $68.99 $206K - $257K
SPY Spdr S&P 500 ETF Trust ETFs	Q4 2021 Filed on Jan 20, 2022	780	$428.64 - $477.48 $334K - $372K
IWD Ishares Russell 1000 Val ETF ETFs	Q4 2021 Filed on Jan 20, 2022	1,850	$157.12 - $168.08 $291K - $311K
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	Q1 2021 Filed on May 10, 2021	4,670	$51.11 - $51.73 $239K - $242K
BIIB Biogen Inc. Healthcare	Q4 2020 Filed on Feb 10, 2021	730	$236.26 - $355.63 $172K - $260K
WBA Walgreens Boots Alliance, Inc. Healthcare	Q2 2020 Filed on Aug 05, 2020	4,804	$38.35 - $47.02 $184K - $226K
United Technologies Corp	Q1 2020 Filed on Apr 30, 2020	5,951	N/A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arbor Trust Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Trust Wealth Advisors, LLC with notifications on news.