Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DTE
Dte Energy CO

Utilities
Q3 2020 Filed on Nov 10, 2020
20
$90.78 - $102.52 $1.82K - $2.05K
ANET
Arista Networks, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
4
$48.78 - $66.0 $195 - $264
COP
Conocophillips

Energy
Q3 2020 Filed on Nov 10, 2020
20
$32.46 - $41.78 $649 - $836
C
Citigroup Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
40
$41.85 - $53.76 $1.67K - $2.15K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2020 Filed on Nov 10, 2020
500
$29.72 - $33.44 $14.9K - $16.7K
DBI
Designer Brands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
162
$5.41 - $8.26 $876 - $1.34K
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
1
$535.05 - $608.0 $535 - $608
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
7
$11.49 - $17.03 $80.4 - $119
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
196
$10.04 - $14.2 $1.97K - $2.78K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
21
$37.81 - $47.77 $794 - $1K
T Mobile Us Inc
Q3 2020 Filed on Nov 10, 2020
11
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
19
$54.33 - $59.58 $1.03K - $1.13K
Direxion Shs ETF Tr
Q3 2020 Filed on Nov 10, 2020
250
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
38
$12.54 - $14.56 $477 - $553
MBB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 05, 2020
102
$109.82 - $111.24 $11.2K - $11.3K
FTQI
First Trust ETF Vi First Trust

ETFs
Q2 2020 Filed on Aug 05, 2020
11,726
$19.2 - $20.23 $225K - $237K
SCHW
Schwab Charles Corp

Financial Services
Q2 2020 Filed on Aug 05, 2020
1,400
$31.75 - $42.82 $44.5K - $59.9K
Aon PLC
Q2 2020 Filed on Aug 05, 2020
64
N/A
United Technologies Corp
Q2 2020 Filed on Aug 05, 2020
1,680
N/A
Brookfield Infrastructure CO
Q2 2020 Filed on Aug 05, 2020
181
N/A
Allergan PLC
Q2 2020 Filed on Aug 05, 2020
11
N/A
GOLD
Barrick Gold Corp

Basic Materials
Q2 2020 Filed on Aug 05, 2020
159
$18.87 - $28.19 $3K - $4.48K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 05, 2020
4,340
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
1,249
$14.77 - $20.35 $18.4K - $25.4K
AER
Aer Cap Holdings N.V.

Industrials
Q2 2020 Filed on Aug 05, 2020
48
$18.91 - $40.04 $908 - $1.92K
COF
Capital One Financial Corp

Financial Services
Q2 2020 Filed on Aug 05, 2020
200
$42.27 - $80.0 $8.45K - $16K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2020 Filed on Aug 05, 2020
1,600
$48.5 - $50.01 $77.6K - $80K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2020 Filed on Aug 05, 2020
45
$117.99 - $172.68 $5.31K - $7.77K
Athene Hldg LTD
Q2 2020 Filed on Aug 05, 2020
453
N/A
RZG
Invesco Fd Tr S&P Smallcap 600
Q2 2020 Filed on Aug 05, 2020
11
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
178
$4.43 - $9.55 $789 - $1.7K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2020 Filed on Aug 05, 2020
358
$43.56 - $56.5 $15.6K - $20.2K
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
44
$23.09 - $31.12 $1.02K - $1.37K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2020 Filed on Aug 05, 2020
3
$91.52 - $91.58 $275 - $275
MTB
M&T Bank Corp

Financial Services
Q2 2020 Filed on Aug 05, 2020
247
$89.12 - $127.4 $22K - $31.5K
PSX
Phillips 66

Energy
Q2 2020 Filed on Aug 05, 2020
300
$49.51 - $89.73 $14.9K - $26.9K
EHTH
E Health, Inc.

Financial Services
Q2 2020 Filed on Aug 05, 2020
16
$91.28 - $133.99 $1.46K - $2.14K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
66
$134.79 - $156.24 $8.9K - $10.3K
VIS
Vanguard Industrial ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
58
$104.23 - $144.02 $6.05K - $8.35K
VAW
Vanguard Materials ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
19
$90.68 - $129.33 $1.72K - $2.46K
FEP
First Trust Europe Alphadex Fu

ETFs
Q2 2020 Filed on Aug 05, 2020
872
$24.34 - $32.56 $21.2K - $28.4K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q2 2020 Filed on Aug 05, 2020
307
$70.61 - $91.55 $21.7K - $28.1K
Frontier Communications Corp
Q2 2020 Filed on Aug 05, 2020
3
N/A
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2020 Filed on Aug 05, 2020
71
$29.12 - $37.86 $2.07K - $2.69K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q2 2020 Filed on Aug 05, 2020
711
$23.06 - $29.3 $16.4K - $20.8K
XLU
Utilities Sector Spdr

ETFs
Q2 2020 Filed on Aug 05, 2020
32
$51.79 - $62.83 $1.66K - $2.01K
MFC
Manulife Financial Corp

Financial Services
Q2 2020 Filed on Aug 05, 2020
103
$11.34 - $15.04 $1.17K - $1.55K
FXG
First Tr Exchange Traded First

ETFs
Q2 2020 Filed on Aug 05, 2020
408
$39.07 - $48.83 $15.9K - $19.9K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2020 Filed on Aug 05, 2020
81
$92.41 - $133.25 $7.49K - $10.8K
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