Destiny Wealth Partners, LLC Closed Holding Positions

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q2 2022 Filed on Jul 15, 2022
14,530
$21.74 - $25.53 $316K - $371K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
31
$37.9 - $46.81 $1.17K - $1.45K
NEO
Neogenomics Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
1,350
$7.06 - $13.97 $9.53K - $18.9K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
8,076
$6.51 - $9.09 $52.6K - $73.4K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
675
$22.99 - $29.35 $15.5K - $19.8K
BCPC
Balchem Corp

Basic Materials
Q2 2022 Filed on Jul 15, 2022
659
$113.6 - $139.82 $74.9K - $92.1K
RRX
Regal Rexnord Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
60
$110.27 - $148.47 $6.62K - $8.91K
Discovery Inc
Q2 2022 Filed on Jul 15, 2022
25
N/A
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
3,000
$21.47 - $30.37 $64.4K - $91.1K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q2 2022 Filed on Jul 15, 2022
1,500
$36.03 - $51.71 $54K - $77.6K
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 15, 2022
1,348
$59.67 - $85.42 $80.4K - $115K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2022 Filed on Jul 15, 2022
842
$80.61 - $107.49 $67.9K - $90.5K
BG
Bungeltd

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
935
$87.39 - $126.76 $81.7K - $119K
PINC
Premier, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
2,544
$34.38 - $38.24 $87.5K - $97.3K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Jul 15, 2022
1,577
$46.78 - $48.31 $73.8K - $76.2K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
31
$175.67 - $240.27 $5.45K - $7.45K
Zynga Inc
Q2 2022 Filed on Jul 15, 2022
1,000
N/A
NVCR
Novo Cure LTD

Healthcare
Q2 2022 Filed on Jul 15, 2022
200
$56.6 - $89.9 $11.3K - $18K
FOCS
Focus Financial Partners Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
152
$31.44 - $46.02 $4.78K - $7K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$4.7 - $6.47 $4.7K - $6.47K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2022 Filed on Jul 15, 2022
1,300
$5.48 - $7.06 $7.12K - $9.18K
ARCC
Ares Capital Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
500
$17.12 - $22.44 $8.56K - $11.2K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
993
$82.54 - $104.28 $82K - $104K
RF
Regions Financial Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
425
$18.42 - $22.09 $7.83K - $9.39K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
2,126
$44.88 - $51.39 $95.4K - $109K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
968
$81.5 - $104.16 $78.9K - $101K
RC
Ready Capital Corp

Real Estate
Q2 2022 Filed on Jul 15, 2022
300
$11.24 - $15.32 $3.37K - $4.6K
RGLD
Royal Gold Inc

Basic Materials
Q2 2022 Filed on Jul 15, 2022
756
$105.83 - $146.33 $80K - $111K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
3,254
$22.98 - $34.75 $74.8K - $113K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Jul 15, 2022
50
$101.86 - $134.9 $5.09K - $6.75K
VLO
Valero Energy Corp

Energy
Q2 2022 Filed on Jul 15, 2022
100
$100.74 - $145.08 $10.1K - $14.5K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
368
$66.31 - $83.95 $24.4K - $30.9K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q2 2022 Filed on Jul 15, 2022
368
$133.43 - $165.9 $49.1K - $61.1K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
4,500
$10.17 - $13.45 $45.8K - $60.5K
GPI
Group 1 Automotive Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
109
$150.59 - $189.01 $16.4K - $20.6K
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Jul 15, 2022
200
$40.49 - $47.53 $8.1K - $9.51K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Jul 15, 2022
1,258
$75.41 - $102.47 $94.9K - $129K
AWR
American States Water CO

Utilities
Q2 2022 Filed on Jul 15, 2022
1,036
$71.43 - $92.76 $74K - $96.1K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
562
$9.74 - $14.9 $5.47K - $8.37K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Jul 15, 2022
311
$32.71 - $40.34 $10.2K - $12.5K
JEF
Jefferies Financial Group Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,100
$26.32 - $34.33 $29K - $37.8K
NJR
New Jersey Resources Corp

Utilities
Q2 2022 Filed on Jul 15, 2022
2,392
$41.33 - $47.17 $98.9K - $113K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
15
$221.47 - $269.82 $3.32K - $4.05K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
1
$80.76 - $95.44 $80.8 - $95.4
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2022 Filed on Apr 21, 2022
206
$99.6 - $108.5 $20.5K - $22.4K
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 21, 2022
960
$22.26 - $25.8 $21.4K - $24.8K
VPU
Vanguard Utilities ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
8
$141.64 - $162.04 $1.13K - $1.3K
DFAI
Dimensional ETF Tr

ETFs
Q1 2022 Filed on Apr 21, 2022
6,752
$25.94 - $30.08 $175K - $203K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on Apr 21, 2022
1,551
$71.53 - $82.66 $111K - $128K
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