Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2022 Filed on Jul 29, 2022
23,353
$68.08 - $84.61 $1.59M - $1.98M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Jul 29, 2022
10,596
$45.07 - $47.95 $478K - $508K
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Jul 29, 2022
4,298
$37.91 - $48.11 $163K - $207K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Jul 29, 2022
5,373
$43.6 - $47.89 $234K - $257K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
3,871
$45.68 - $55.36 $177K - $214K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2022 Filed on Apr 19, 2022
358
$545.52 - $647.58 $195K - $232K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on Apr 19, 2022
4,000
$87.3 - $110.53 $349K - $442K
Zix Corp
Q4 2021 Filed on Jan 13, 2022
12,900
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2021 Filed on Jan 13, 2022
3,472
$104.33 - $112.16 $362K - $389K
World Gold Tr
Q4 2021 Filed on Jan 13, 2022
1,085,325
N/A
General Electric CO
Q3 2021 Filed on Oct 06, 2021
41,236
N/A
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q2 2021 Filed on Jul 14, 2021
50,956
$23.54 - $25.07 $1.2M - $1.28M
MET
Metlife Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
229
$46.08 - $61.76 $10.6K - $14.1K
DOX
Amdocs LTD

Technology
Q1 2021 Filed on Apr 15, 2021
67
$69.34 - $82.16 $4.65K - $5.5K
CI
Cigna Corp

Healthcare
Q1 2021 Filed on Apr 15, 2021
211
$203.27 - $247.55 $42.9K - $52.2K
MDT
Medtronic PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
126
$111.18 - $119.74 $14K - $15.1K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2021 Filed on Apr 15, 2021
1,030
$14.86 - $33.21 $15.3K - $34.2K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2021 Filed on Apr 15, 2021
200
$27.79 - $40.4 $5.56K - $8.08K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
580
$68.69 - $86.36 $39.8K - $50.1K
DOW
Dow Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
512
$51.9 - $66.01 $26.6K - $33.8K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
40
$278.61 - $344.13 $11.1K - $13.8K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
897
$122.15 - $188.09 $110K - $169K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
128
$38.35 - $47.91 $4.91K - $6.13K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2021 Filed on Apr 15, 2021
220
$67.48 - $73.47 $14.8K - $16.2K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
112
$72.06 - $83.7 $8.07K - $9.37K
OXY
Occidental Petroleum Corp

Energy
Q1 2021 Filed on Apr 15, 2021
321
$17.45 - $31.23 $5.6K - $10K
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
10
$203.97 - $339.91 $2.04K - $3.4K
HSY
Hershey CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
100
$144.37 - $161.13 $14.4K - $16.1K
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on Apr 15, 2021
443
$83.5 - $98.47 $37K - $43.6K
NOC
Northrop Grumman Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
323
$286.61 - $323.64 $92.6K - $105K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
400
$30.52 - $35.49 $12.2K - $14.2K
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
1,200
$70.7 - $86.87 $84.8K - $104K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q1 2021 Filed on Apr 15, 2021
685
$101.87 - $102.3 $69.8K - $70.1K
SIVR
Abrdn Silver ETF Trust

ETFs
Q1 2021 Filed on Apr 15, 2021
247
$23.15 - $27.84 $5.72K - $6.88K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
1,000
$40.85 - $52.75 $40.9K - $52.8K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2021 Filed on Apr 15, 2021
840
$144.79 - $166.95 $122K - $140K
IEMG
Ishares Inc

ETFs
Q1 2021 Filed on Apr 15, 2021
431
$62.41 - $69.46 $26.9K - $29.9K
MS
Morgan Stanley

Financial Services
Q1 2021 Filed on Apr 15, 2021
884
$67.05 - $84.34 $59.3K - $74.6K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
72
$265.0 - $348.81 $19.1K - $25.1K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2021 Filed on Apr 15, 2021
69
$84.89 - $91.26 $5.86K - $6.3K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on Apr 15, 2021
631
$42.41 - $47.37 $26.8K - $29.9K
AGR
Avangrid, Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
622
$44.47 - $49.88 $27.7K - $31K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
100
$153.77 - $191.61 $15.4K - $19.2K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
544
$82.45 - $93.1 $44.9K - $50.6K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
919
$124.29 - $128.12 $114K - $118K
ENR
Energizer Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
77
$41.8 - $49.01 $3.22K - $3.77K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
72
$130.0 - $169.53 $9.36K - $12.2K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
49
$282.5 - $336.63 $13.8K - $16.5K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
273
$208.89 - $225.24 $57K - $61.5K
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