Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
54
$67.71 - $82.47 $3.66K - $4.45K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
216
$35.29 - $43.82 $7.62K - $9.47K
CDEV
Centennial Resource Development, Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
2,253
$0.52 - $0.92 $1.17K - $2.07K
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
320
N/A
ATUS
Altice Usa, Inc.

Communication Services
Q3 2020 Filed on Nov 10, 2020
525
$23.22 - $28.65 $12.2K - $15K
Apollo Global Mgmt Incorporated Com Class A
Q3 2020 Filed on Nov 10, 2020
60
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2020 Filed on Nov 10, 2020
505
$29.65 - $31.35 $15K - $15.8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
21
$98.85 - $114.18 $2.08K - $2.4K
VRSN
Verisign Inc

Technology
Q3 2020 Filed on Nov 10, 2020
80
$196.81 - $219.7 $15.7K - $17.6K
AIG
American International Group, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
56
$26.43 - $32.67 $1.48K - $1.83K
AGR
Avangrid, Inc.

Utilities
Q3 2020 Filed on Nov 10, 2020
333
$42.45 - $50.46 $14.1K - $16.8K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
500
$40.56 - $53.54 $20.3K - $26.8K
TDG
Trans Digm Group Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
25
$410.98 - $519.01 $10.3K - $13K
REET
Ishares Global Reit ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
558
$20.27 - $22.2 $11.3K - $12.4K
ARTNA
Artesian Resources Corp

Utilities
Q3 2020 Filed on Nov 10, 2020
400
$33.11 - $37.65 $13.2K - $15.1K
NYCB
New York Community Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
682
$8.2 - $11.08 $5.59K - $7.56K
SCHW
Schwab Charles Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
204
$33.02 - $36.28 $6.74K - $7.4K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q3 2020 Filed on Nov 10, 2020
200
$43.25 - $54.31 $8.65K - $10.9K
OGS
One Gas, Inc.

Utilities
Q3 2020 Filed on Nov 10, 2020
100
$66.55 - $79.04 $6.66K - $7.9K
LEA
Lear Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
64
$102.3 - $123.55 $6.55K - $7.91K
ORGO
Organogenesis Holdings Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
1,700
$3.29 - $4.58 $5.59K - $7.79K
Ishares Gold Trust Ishares
Q3 2020 Filed on Nov 10, 2020
600
N/A
IART
Integra Lifesciences Holdings Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
16
$43.33 - $51.72 $693 - $828
MTB
M&T Bank Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
210
$90.06 - $111.35 $18.9K - $23.4K
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
1,500
$2.39 - $3.43 $3.59K - $5.15K
JYNT
Joint Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
614
$13.71 - $18.59 $8.42K - $11.4K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
100
$90.69 - $104.0 $9.07K - $10.4K
EIX
Edison International

Utilities
Q3 2020 Filed on Nov 10, 2020
24
$49.3 - $56.71 $1.18K - $1.36K
SPLK
Splunk Inc

Technology
Q3 2020 Filed on Nov 10, 2020
75
$174.89 - $223.59 $13.1K - $16.8K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
220
$55.14 - $65.5 $12.1K - $14.4K
CDNA
Care Dx, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
517
$30.88 - $37.94 $16K - $19.6K
LUV
Southwest Airlines CO

Industrials
Q3 2020 Filed on Nov 10, 2020
2,019
$30.89 - $42.1 $62.4K - $85K
SYY
Sysco Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
25
$50.98 - $68.4 $1.27K - $1.71K
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Nov 10, 2020
221
$27.09 - $42.14 $5.99K - $9.31K
Bristol Myers Squibb Company Contngnt Val Right
Q3 2020 Filed on Nov 10, 2020
3,064
N/A
PAGP
Plains Gp Holdings LP

Energy
Q3 2020 Filed on Nov 10, 2020
548
$5.65 - $8.88 $3.1K - $4.87K
XRX
Xerox Holdings Corp

Technology
Q3 2020 Filed on Nov 10, 2020
175
$14.63 - $19.53 $2.56K - $3.42K
NEP
Nextera Energy Partners, LP

Utilities
Q3 2020 Filed on Nov 10, 2020
20
$52.52 - $63.55 $1.05K - $1.27K
SU
Suncor Energy Inc

Energy
Q3 2020 Filed on Nov 10, 2020
130
$12.23 - $18.18 $1.59K - $2.36K
Brookfield Infrastructure Corporation Com Sb Vtg Shs A
Q3 2020 Filed on Nov 10, 2020
569
N/A
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
100
$206.85 - $237.74 $20.7K - $23.8K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
750
$9.57 - $27.05 $7.18K - $20.3K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
63
$231.04 - $500.53 $14.6K - $31.5K
SPOT
Spotify Technology S.A.

Communication Services
Q3 2020 Filed on Nov 10, 2020
43
$231.26 - $291.75 $9.94K - $12.5K
PINS
Pinterest, Inc.

Communication Services
Q3 2020 Filed on Nov 10, 2020
470
$23.28 - $41.51 $10.9K - $19.5K
ITB
Ishares Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
200
$43.11 - $56.77 $8.62K - $11.4K
KDDIY
Kddi Corporation Unsponsored A

Communication Services
Q3 2020 Filed on Nov 10, 2020
357
$12.52 - $16.1 $4.47K - $5.75K
W
Wayfair Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
153
$210.8 - $342.4 $32.3K - $52.4K
LMNX
Luminex Corporation

Healthcare
Q3 2020 Filed on Nov 10, 2020
1,000
N/A
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