Droms Strauss Advisors Inc Closed Holding Positions

Droms Strauss Advisors Inc

  • $273 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Aug 11, 2022
2,322
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2022 Filed on Aug 11, 2022
3,990
N/A
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,116
$194.71 - $293.18 $217K - $327K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
720
N/A
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
3,200
$67.81 - $87.53 $217K - $280K
DIS
Walt Disney CO

Communication Services
Q3 2021 Filed on Nov 09, 2021
1,229
$169.17 - $185.91 $208K - $228K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
4,392
$76.86 - $81.95 $338K - $360K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Aug 06, 2021
1,164
$132.71 - $192.38 $154K - $224K
STT
State Street Corp

Financial Services
Q2 2021 Filed on Aug 06, 2021
13,015
$78.6 - $87.98 $1.02M - $1.15M
WMT
Walmart Inc.

Consumer Defensive
Q2 2021 Filed on Aug 06, 2021
10,334
$135.17 - $142.42 $1.4M - $1.47M
GIM
Templeton Global Income Fund

Financial Services
Q1 2021 Filed on May 26, 2021
10,381
$5.29 - $5.69 $54.9K - $59.1K
TEX
Terex Corp

Industrials
Q4 2020 Filed on Jan 21, 2021
37,759
$20.33 - $36.74 $768K - $1.39M
General Electric CO
Q3 2020 Filed on Jan 11, 2021
12,814
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Jan 11, 2021
2,851
N/A
Wabco Hldgs Inc
Q2 2020 Filed on Aug 12, 2020
37,475
N/A
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q1 2020 Filed on Apr 29, 2020
11,227
N/A
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
Q1 2020 Filed on Apr 29, 2020
19,780
$15.52 - $24.67 $307K - $488K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
30,413
N/A
KLAC
Kla Corp

Technology
Q3 2019 Filed on Oct 17, 2019
30,079
$117.35 - $161.95 $3.53M - $4.87M
IYR
Ishares Tr

ETFs
Q3 2019 Filed on Oct 17, 2019
3,185
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Oct 17, 2019
2,420
$84.39 - $91.13 $204K - $221K
FNDF
Schwab Fundamental Intl Large

ETFs
Q2 2019 Filed on Jul 25, 2019
9,858
N/A
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