Element Wealth, LLC Closed Holding Positions

Element Wealth, LLC

  • $187 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2022 Filed on Jul 22, 2022
550
$40.98 - $50.4 $22.5K - $27.7K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2022 Filed on Jul 22, 2022
2,039
$35.93 - $42.52 $73.3K - $86.7K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2022 Filed on Jul 22, 2022
2,239
$22.01 - $23.84 $49.3K - $53.4K
IGOV
Ishares 1 3 International Trea

ETFs
Q2 2022 Filed on Jul 22, 2022
822
$39.5 - $46.3 $32.5K - $38.1K
LYFT
Lyft, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
5,256
$13.28 - $38.96 $69.8K - $205K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Jul 22, 2022
468
$103.31 - $104.87 $48.3K - $49.1K
Mgm Growth Pptys LLC
Q2 2022 Filed on Jul 22, 2022
9,885
N/A
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2022 Filed on Apr 28, 2022
200
$102.52 - $112.86 $20.5K - $22.6K
Royal Dutch Shell PLC
Q1 2022 Filed on Apr 28, 2022
6,619
N/A
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 01, 2021
20
$53.8 - $59.62 $1.08K - $1.19K
Blackrock Mun Income Invt Tr
Q2 2021 Filed on Aug 02, 2021
37,444
N/A
BGT
Blackrock Floating Rate Income Trust

Financial Services
Q1 2021 Filed on May 05, 2021
14,861
$11.73 - $12.62 $174K - $188K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on May 05, 2021
14,424
$11.96 - $13.09 $173K - $189K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
Q3 2020 Filed on Nov 06, 2020
50
$55.7 - $73.76 $2.79K - $3.69K
Fs Kkr Capital Corp
Q3 2020 Filed on Nov 06, 2020
15,047
N/A
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
36
$37.09 - $56.27 $1.34K - $2.03K
Callon Pete CO Del
Q2 2020 Filed on Aug 06, 2020
21,000
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
1,936
$14.66 - $22.1 $28.4K - $42.8K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on May 14, 2020
42,092
$35.74 - $66.24 $1.5M - $2.79M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2020 Filed on May 14, 2020
30,796
$50.33 - $56.09 $1.55M - $1.73M
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on May 14, 2020
5,870
$29.43 - $48.44 $173K - $284K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on May 14, 2020
7,200
$22.51 - $42.68 $162K - $307K
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