Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

$399 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
IWD Ishares Russell 1000 Val ETF ETFs	Q1 2021 Filed on Apr 15, 2021	418	$134.89 - $153.0 $56.4K - $64K
IBB Ishares Biotechnology ETF ETFs	Q1 2021 Filed on Apr 15, 2021	88	$146.68 - $172.6 $12.9K - $15.2K
FIXD First Tr ETF Viii Tcw Opportun ETFs	Q1 2021 Filed on Apr 15, 2021	1,444	$52.76 - $54.76 $76.2K - $79.1K
FM Ishares Msci Frontier And Sele ETFs	Q1 2021 Filed on Apr 15, 2021	101	$28.47 - $29.94 $2.88K - $3.02K
EEM Ishares Msci Emerging Markets ETFs	Q1 2021 Filed on Apr 15, 2021	2,740	$51.68 - $57.96 $142K - $159K
EWC Ishares Msci Canada ETF ETFs	Q1 2021 Filed on Apr 15, 2021	3,354	$30.6 - $34.94 $103K - $117K
FISV Fiserv Inc Technology	Q1 2021 Filed on Apr 15, 2021	5	$102.69 - $124.13 $513 - $621
IGIB Ishares Trust Ishares 5 10 Yea ETFs	Q1 2021 Filed on Apr 15, 2021	974	$58.97 - $61.74 $57.4K - $60.1K
LQD Ishares Iboxx $ Investment Gra ETFs	Q1 2021 Filed on Apr 15, 2021	165	$128.44 - $137.43 $21.2K - $22.7K
SJM J M Smucker CO Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	300	$111.23 - $131.05 $33.4K - $39.3K
CVA Covanta Holding Corporation Industrials	Q1 2021 Filed on Apr 15, 2021	82	N/A
SASR Sandy Spring Bancorp Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	597	$31.71 - $44.6 $18.9K - $26.6K
NVCR Novo Cure LTD Healthcare	Q1 2021 Filed on Apr 15, 2021	110	$124.11 - $190.17 $13.7K - $20.9K
ALC Alcon Inc Healthcare	Q1 2021 Filed on Apr 15, 2021	88	$65.32 - $76.01 $5.75K - $6.69K
Apollo Global Mgmt Inc	Q1 2021 Filed on Apr 15, 2021	668	N/A
BX Blackstone Inc. Financial Services	Q1 2021 Filed on Apr 15, 2021	530	$61.66 - $76.09 $32.7K - $40.3K
CTSH Cognizant Technology Solutions Corp Technology	Q1 2021 Filed on Apr 15, 2021	200	$72.4 - $81.95 $14.5K - $16.4K
MA Mastercard Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	150	$315.49 - $384.38 $47.3K - $57.7K
MSBI Midland States Bancorp, Inc. Financial Services	Q1 2021 Filed on Apr 15, 2021	870	$17.88 - $29.38 $15.6K - $25.6K
Bristol Myers Squibb CO	Q1 2021 Filed on Apr 15, 2021	445	N/A
AXL American Axle & Manufacturing Holdings Inc Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	98	$8.12 - $12.9 $796 - $1.26K
LEN Lennar Corp Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	200	$73.29 - $102.85 $14.7K - $20.6K
Cit Group Inc	Q1 2021 Filed on Apr 15, 2021	43	N/A
KOF Coca Cola Femsa Sab De Cv Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	100	$42.21 - $48.97 $4.22K - $4.9K
COLM Columbia Sportswear CO Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	38	$84.91 - $108.86 $3.23K - $4.14K
CMC Commercial Metals CO Basic Materials	Q1 2021 Filed on Apr 15, 2021	86	$19.69 - $31.74 $1.69K - $2.73K
Gold Trust	Q1 2021 Filed on Apr 15, 2021	9,083	N/A
ALT Altimmune, Inc. Healthcare	Q1 2021 Filed on Apr 15, 2021	60	$12.71 - $24.31 $763 - $1.46K
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2021 Filed on Apr 15, 2021	705	$59.7 - $63.96 $42.1K - $45.1K
TEL Te Connectivity Ltd. Technology	Q1 2021 Filed on Apr 15, 2021	205	$119.85 - $134.79 $24.6K - $27.6K
TGT Target Corp Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	214	$169.82 - $200.95 $36.3K - $43K
TROW Price T Rowe Group Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	67	$147.69 - $178.13 $9.9K - $11.9K
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	Q1 2021 Filed on Apr 15, 2021	1,124	$82.63 - $94.8 $92.9K - $107K
XYL Xylem Inc. Industrials	Q1 2021 Filed on Apr 15, 2021	21	$95.12 - $108.48 $2K - $2.28K
SBUX Starbucks Corp Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	1,072	$96.81 - $111.34 $104K - $119K
BA Boeing CO Industrials	Q1 2021 Filed on Apr 15, 2021	249	$194.03 - $269.19 $48.3K - $67K
GAL Ssga Active ETF Tr ETFs	Q1 2021 Filed on Apr 15, 2021	3,354	$42.54 - $44.54 $143K - $149K
SDY Spdr Series Tr Spdr S&P Divide ETFs	Q1 2021 Filed on Apr 15, 2021	154	$104.47 - $119.79 $16.1K - $18.4K
CWI Spdr Ser Tr Spdr Msci Acwi Ex ETFs	Q1 2021 Filed on Apr 15, 2021	1,470	$27.86 - $29.87 $41K - $43.9K
GLD Spdr Gold Trust ETFs	Q1 2021 Filed on Apr 15, 2021	315	$157.49 - $182.87 $49.6K - $57.6K
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	Q1 2021 Filed on Apr 15, 2021	450	$299.81 - $331.66 $135K - $149K
LUV Southwest Airlines CO Industrials	Q1 2021 Filed on Apr 15, 2021	900	$43.94 - $62.1 $39.5K - $55.9K
SO Southern CO Utilities	Q1 2021 Filed on Apr 15, 2021	166	$56.72 - $62.32 $9.42K - $10.3K
SPG Simon Property Group Inc Real Estate	Q1 2021 Filed on Apr 15, 2021	521	$82.81 - $121.01 $43.1K - $63K
NVO Novo Nordisk A S Healthcare	Q1 2021 Filed on Apr 15, 2021	650	$67.06 - $75.82 $43.6K - $49.3K
WST West Pharmaceutical Services Inc Healthcare	Q1 2021 Filed on Apr 15, 2021	5	$257.29 - $307.53 $1.29K - $1.54K
TXN Texas Instruments Inc Technology	Q1 2021 Filed on Apr 15, 2021	46	$162.11 - $188.99 $7.46K - $8.69K
VIG Vanguard Dividend Appreciation ETFs	Q1 2021 Filed on Apr 15, 2021	63	N/A
VO Vanguard Mid Cap ETF ETFs	Q1 2021 Filed on Apr 15, 2021	383	$203.74 - $225.89 $78K - $86.5K
VCSH Vanguard Sht Term Corp Bd ETF ETFs	Q1 2021 Filed on Apr 15, 2021	465	$82.19 - $83.24 $38.2K - $38.7K

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