Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $395 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
RRC
Range Resources Corp

Energy
Q1 2021 Filed on Apr 15, 2021
239
$7.13 - $11.47 $1.7K - $2.74K
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
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
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
23
$63.08 - $85.38 $1.45K - $1.96K
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
LEN
Lennar Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
200
$73.29 - $102.85 $14.7K - $20.6K
MMS
Maximus, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
43
$73.07 - $89.04 $3.14K - $3.83K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
897
$122.15 - $188.09 $110K - $169K
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
MS
Morgan Stanley

Financial Services
Q1 2021 Filed on Apr 15, 2021
884
$67.05 - $84.34 $59.3K - $74.6K
CVA
Covanta Holding Corporation

Industrials
Q1 2021 Filed on Apr 15, 2021
82
N/A
MET
Metlife Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
229
$46.08 - $61.76 $10.6K - $14.1K
MDT
Medtronic PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
126
$111.18 - $119.74 $14K - $15.1K
ENR
Energizer Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
77
$41.8 - $49.01 $3.22K - $3.77K
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
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2021 Filed on Apr 15, 2021
200
$27.79 - $40.4 $5.56K - $8.08K
FISV
Fiserv Inc

Technology
Q1 2021 Filed on Apr 15, 2021
5
$102.69 - $124.13 $513 - $621
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
100
$153.77 - $191.61 $15.4K - $19.2K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2021 Filed on Apr 15, 2021
1,130
$54.5 - $55.17 $61.6K - $62.3K
SHV
Ishares Tr

ETFs
Q1 2021 Filed on Apr 15, 2021
555
$110.51 - $110.53 $61.3K - $61.3K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2021 Filed on Apr 15, 2021
16
$64.07 - $69.29 $1.03K - $1.11K
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
1,200
$70.7 - $86.87 $84.8K - $104K
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
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2021 Filed on Apr 15, 2021
237
$60.8 - $71.55 $14.4K - $17K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
448
$41.16 - $55.05 $18.4K - $24.7K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
994
$80.64 - $94.79 $80.2K - $94.2K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q1 2021 Filed on Apr 15, 2021
3,665
$32.94 - $34.84 $121K - $128K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
270
$37.86 - $45.2 $10.2K - $12.2K
Nuveen Tax Advantaged Divid
Q1 2021 Filed on Apr 15, 2021
1,200
N/A
GLO
Clough Global Opportunities Fund

Financial Services
Q1 2021 Filed on Apr 15, 2021
691
$11.09 - $12.95 $7.66K - $8.95K
EVRG
Evergy, Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
311
$52.41 - $60.16 $16.3K - $18.7K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2021 Filed on Apr 15, 2021
24
$72.34 - $76.86 $1.74K - $1.84K
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
1,750
$9.8 - $10.62 $17.2K - $18.6K
VTR
Ventas, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
629
$46.07 - $57.17 $29K - $36K
VBLT
Vascular Biogenics Ltd.

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,674
$1.79 - $2.91 $3K - $4.87K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2021 Filed on Apr 15, 2021
91
$60.31 - $64.68 $5.49K - $5.89K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2021 Filed on Apr 15, 2021
1,071
$84.36 - $88.07 $90.3K - $94.3K
BOTZ
Global X Fds

ETFs
Q1 2021 Filed on Apr 15, 2021
418
$31.53 - $36.46 $13.2K - $15.2K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
150
$88.0 - $105.38 $13.2K - $15.8K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on Apr 15, 2021
6
$146.77 - $175.03 $881 - $1.05K
PJT
Pjt Partners Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
859
$66.23 - $80.94 $56.9K - $69.5K
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