Cahill Financial Advisors Inc Closed Holding Positions

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Invesco Financial Preferred
Q3 2019 Filed on Nov 14, 2019
26,022
N/A
Invesco S&P ETF
Q3 2019 Filed on Nov 14, 2019
5,380
N/A
Invesco Optimum Yield Diversif
Q3 2019 Filed on Nov 14, 2019
123,584
N/A
Guggenheim S&P 500 Eq Wt Healt
Q3 2019 Filed on Nov 14, 2019
9,343
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Aug 14, 2019
5,750
$49.34 - $63.49 $284K - $365K
United Technologies Corp
Q2 2019 Filed on Aug 14, 2019
2,628
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q2 2019 Filed on Aug 14, 2019
10,551
$4.64 - $5.73 $49K - $60.5K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
20,140
$33.62 - $37.64 $677K - $758K
HQH
Tekla Healthcare Investors

Financial Services
Q2 2019 Filed on Aug 14, 2019
12,414
$18.85 - $20.79 $234K - $258K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2019 Filed on May 16, 2019
25,522
N/A
Dowdupont Inc
Q1 2019 Filed on May 16, 2019
9,072
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Feb 15, 2019
7,628
N/A
MDIV
First Trust Multi Asset Divers

ETFs
Q4 2018 Filed on Feb 15, 2019
10,000
$16.21 - $18.57 $162K - $186K
Powershares ETF Tr Ii
Q4 2018 Filed on Feb 15, 2019
8,993
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2018 Filed on Feb 15, 2019
12,557
N/A
Claymore Exchange Trd Fd Tr
Q4 2018 Filed on Feb 15, 2019
9,906
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Feb 15, 2019
3,913
N/A
Powershares Db Cmdty Idx Tra
Q3 2018 Filed on Nov 13, 2018
42,121
N/A
GD
General Dynamics Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
3,353
$187.37 - $204.72 $628K - $686K
Powershares ETF Tr Ii
Q3 2018 Filed on Nov 13, 2018
4,277
N/A
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
30,206
$10.18 - $10.48 $307K - $317K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
43,158
$8.62 - $9.01 $372K - $389K
General Electric CO
Q4 2017 Filed on Feb 13, 2018
9,237
N/A
Hcp Inc
Q4 2017 Filed on Feb 13, 2018
7,236
N/A
Level 3 Communications Inc
Q4 2017 Filed on Feb 13, 2018
7,178
N/A
VGSH
Vanguard

ETFs
Q3 2017 Filed on Nov 14, 2017
9,828
N/A
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2017 Filed on Nov 14, 2017
750
$207.75 - $255.27 $156K - $191K
Dow Chem CO
Q3 2017 Filed on Nov 14, 2017
9,200
N/A
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