Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
URI
United Rentals, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
167
$229.65 - $333.21 $38.4K - $55.6K
UBSI
United Bankshares Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
2,029
$31.66 - $40.74 $64.2K - $82.7K
UL
Unilever PLC

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
132
$52.06 - $60.97 $6.87K - $8.05K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
885
$17.35 - $24.2 $15.4K - $21.4K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2021 Filed on Apr 15, 2021
365
$51.11 - $51.73 $18.7K - $18.9K
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
TWTR
Twitter, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
8
$45.18 - $77.63 $361 - $621
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2021 Filed on Apr 15, 2021
91
$60.31 - $64.68 $5.49K - $5.89K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
172
$134.53 - $157.92 $23.1K - $27.2K
VBLT
Vascular Biogenics Ltd.

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,674
$1.79 - $2.91 $3K - $4.87K
VTR
Ventas, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
629
$46.07 - $57.17 $29K - $36K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
994
$80.64 - $94.79 $80.2K - $94.2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
448
$41.16 - $55.05 $18.4K - $24.7K
Tiffany & CO New
Q1 2021 Filed on Apr 15, 2021
150
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
256
$140.41 - $161.56 $35.9K - $41.4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
46
$1886.09 - $2461.78 $86.8K - $113K
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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on Apr 15, 2021
1,150
$101.91 - $102.15 $117K - $117K
BOTZ
Global X Fds

ETFs
Q1 2021 Filed on Apr 15, 2021
418
$31.53 - $36.46 $13.2K - $15.2K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
1,513
$79.06 - $90.99 $120K - $138K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
1,400
$22.11 - $22.46 $31K - $31.4K
VHT
Vanguard Health Care ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
73
$218.21 - $236.79 $15.9K - $17.3K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
23
$226.09 - $304.79 $5.2K - $7.01K
PNBK
Patriot National Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
20
$9.55 - $11.0 $191 - $220
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
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2021 Filed on Apr 15, 2021
320
$51.27 - $51.41 $16.4K - $16.5K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
2,037
$14.77 - $20.19 $30.1K - $41.1K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2021 Filed on Apr 15, 2021
60
$58.58 - $62.75 $3.51K - $3.77K
WM
Waste Management Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
115
$109.92 - $130.34 $12.6K - $15K
TEF
Telefonica S A

Communication Services
Q1 2021 Filed on Apr 15, 2021
2,296
$4.06 - $4.96 $9.32K - $11.4K
STBA
S&T Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
3,223
$24.64 - $35.0 $79.4K - $113K
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on Apr 15, 2021
152
$219.85 - $253.01 $33.4K - $38.5K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2021 Filed on Apr 15, 2021
21
$160.47 - $208.34 $3.37K - $4.38K
NTES
Net Ease, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
35
$96.74 - $132.47 $3.39K - $4.64K
LENB
Lennar Corporation Cl B
Q1 2021 Filed on Apr 15, 2021
4
N/A
Indexiq ETF Tr
Q1 2021 Filed on Apr 15, 2021
163,744
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2021 Filed on Apr 15, 2021
1,634
$32.68 - $36.19 $53.4K - $59.1K
QGEN
Qiagen N.V.

Healthcare
Q1 2021 Filed on Apr 15, 2021
2,016
$46.25 - $56.02 $93.2K - $113K
TREX
Trex CO Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
200
$82.34 - $106.28 $16.5K - $21.3K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
624
$53.83 - $60.21 $33.6K - $37.6K
PJT
Pjt Partners Inc.

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

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,000
$1.25 - $2.77 $1.25K - $2.77K
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