Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ITA
Ishares Tr

ETFs
Q1 2019 Filed on Apr 24, 2019
86
$84.17 - $104.72 $7.24K - $9.01K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q1 2019 Filed on Apr 24, 2019
155
$45.08 - $90.08 $6.99K - $14K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2019 Filed on Apr 24, 2019
60
$34.88 - $41.75 $2.09K - $2.51K
Spdr Ser Tr
Q1 2019 Filed on Apr 24, 2019
66,417
N/A
Twenty First Centy Fox Inc
Q1 2019 Filed on Apr 24, 2019
1,270
N/A
FWONA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 08, 2019
2
$26.88 - $35.16 $53.8 - $70.3
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
100
$44.19 - $67.46 $4.42K - $6.75K
Nuveen Maryland Qlt Mun Inc
Q4 2018 Filed on Feb 08, 2019
972
N/A
NGG
National Grid PLC

Utilities
Q4 2018 Filed on Feb 08, 2019
11
$46.72 - $55.8 $514 - $614
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2018 Filed on Feb 08, 2019
6
$68.9 - $84.85 $413 - $509
CVE
Cenovus Energy Inc.

Energy
Q4 2018 Filed on Feb 08, 2019
164
$6.44 - $10.44 $1.06K - $1.71K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
323
$48.44 - $60.82 $15.6K - $19.6K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
149
$21.84 - $28.17 $3.25K - $4.2K
UMH
Umh Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 08, 2019
1,000
$11.28 - $15.55 $11.3K - $15.6K
NNN
National Retail Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 08, 2019
100
$43.24 - $51.16 $4.32K - $5.12K
PPL
Ppl Corp

Utilities
Q4 2018 Filed on Feb 08, 2019
719
$27.59 - $32.18 $19.8K - $23.1K
FPA
First Trust Asia Pacific Ex Ja

ETFs
Q4 2018 Filed on Feb 08, 2019
315
$26.7 - $31.26 $8.41K - $9.85K
PRGO
Perrigo CO PLC

Healthcare
Q4 2018 Filed on Feb 08, 2019
28
$36.5 - $75.14 $1.02K - $2.1K
Monmouth Real Estate Invt CO
Q4 2018 Filed on Feb 08, 2019
1,000
N/A
Aetna Inc New
Q4 2018 Filed on Feb 08, 2019
25
N/A
IEP
Icahn Enterprises L.P.

Industrials
Q4 2018 Filed on Feb 08, 2019
41
$50.65 - $74.38 $2.08K - $3.05K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
28
$60.08 - $85.13 $1.68K - $2.38K
VBF
Invesco Bond Fund

Financial Services
Q4 2018 Filed on Feb 08, 2019
50
$16.77 - $17.73 $839 - $887
Investors Bancorp Inc New
Q4 2018 Filed on Feb 08, 2019
1,912
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2018 Filed on Feb 08, 2019
4
N/A
Sk Telecom LTD
Q4 2018 Filed on Feb 08, 2019
87
N/A
ICLR
Icon PLC

Healthcare
Q4 2018 Filed on Feb 08, 2019
24
$119.37 - $153.29 $2.86K - $3.68K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2018 Filed on Feb 08, 2019
157
$75.74 - $99.46 $11.9K - $15.6K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q4 2018 Filed on Feb 08, 2019
1,200
$28.94 - $32.79 $34.7K - $39.3K
FEM
First Trust Emerging Markets A

ETFs
Q4 2018 Filed on Feb 08, 2019
1,197
$22.37 - $25.1 $26.8K - $30K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q4 2018 Filed on Feb 08, 2019
1,250
N/A
IVZ
Invesco Ltd.

Financial Services
Q4 2018 Filed on Feb 08, 2019
110
$15.71 - $23.24 $1.73K - $2.56K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2018 Filed on Feb 08, 2019
60
$22.82 - $30.62 $1.37K - $1.84K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2018 Filed on Feb 08, 2019
1,191
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2018 Filed on Feb 08, 2019
861
$95.36 - $116.8 $82.1K - $101K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2018 Filed on Feb 08, 2019
928
$35.15 - $44.43 $32.6K - $41.2K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
Q4 2018 Filed on Feb 08, 2019
1,000
$12.44 - $13.27 $12.4K - $13.3K
Discovery Inc
Q4 2018 Filed on Feb 08, 2019
20
N/A
Amerigas Partners L P
Q4 2018 Filed on Feb 08, 2019
576
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2018 Filed on Feb 08, 2019
534
N/A
PCG
Pg&E Corp

Utilities
Q4 2018 Filed on Feb 08, 2019
310
$17.74 - $48.96 $5.5K - $15.2K
BATRK
Liberty Media Corp Del

Communication Services
Q4 2018 Filed on Feb 08, 2019
2
N/A
FWONK
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 08, 2019
6
$27.79 - $36.99 $167 - $222
LSXMK
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 08, 2019
26
$34.79 - $42.97 $905 - $1.12K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 08, 2019
1,463
N/A
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q4 2018 Filed on Feb 08, 2019
18
$12.26 - $20.07 $221 - $361
LGFB
Lions Gate Entmt Corp Cl B Non
Q4 2018 Filed on Feb 08, 2019
8
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Feb 08, 2019
8
N/A
LBTYK
Liberty Global PLC

Communication Services
Q4 2018 Filed on Feb 08, 2019
76
$19.55 - $27.61 $1.49K - $2.1K
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email