Elk River Wealth Management, LLC Closed Holding Positions

Elk River Wealth Management, LLC

  • $542 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LIT
Global X Fds Global X Lithium

ETFs
Q2 2022 Filed on Jul 12, 2022
7,779
$61.71 - $80.05 $480K - $623K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 12, 2022
15,759
$32.02 - $36.26 $505K - $571K
HTLF
Heartland Financial Usa Inc

Financial Services
Q2 2022 Filed on Jul 12, 2022
6,439
$41.13 - $48.69 $265K - $314K
EFV
Msci Eafe Value ETF

ETFs
Q2 2022 Filed on Jul 12, 2022
4,831
$43.33 - $50.78 $209K - $245K
SKYY
First Trust Cloud Computing Et

ETFs
Q2 2022 Filed on Jul 12, 2022
2,615
$61.99 - $93.67 $162K - $245K
DDOG
Datadog, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
2,825
$81.99 - $156.56 $232K - $442K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on Apr 18, 2022
8,901
$42.79 - $51.23 $381K - $456K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2022 Filed on Apr 18, 2022
1,400
$111.87 - $164.92 $157K - $231K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on Apr 18, 2022
1,636
$104.66 - $131.4 $171K - $215K
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
10,019
$36.87 - $57.48 $369K - $576K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
800
$126.46 - $235.05 $101K - $188K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2022 Filed on Apr 18, 2022
500
$454300.0 - $539180.0 $227M - $270M
FDM
First Trust Dow Jones Select M

ETFs
Q1 2022 Filed on Apr 18, 2022
900
$58.38 - $64.94 $52.5K - $58.4K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
1,929
$122.95 - $129.16 $237K - $249K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
30,604
$67.01 - $78.78 $2.05M - $2.41M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2022 Filed on Apr 18, 2022
2,100
$60.09 - $66.2 $126K - $139K
MDIV
First Trust Multi Asset Divers

ETFs
Q1 2022 Filed on Apr 18, 2022
12,088
$16.21 - $17.08 $196K - $206K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Apr 18, 2022
852
$186.63 - $338.54 $159K - $288K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2022 Filed on Apr 18, 2022
18,230
$70.33 - $90.25 $1.28M - $1.65M
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on Apr 18, 2022
6,769
$52.95 - $56.95 $358K - $385K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q1 2022 Filed on Apr 18, 2022
3,745
$51.05 - $56.08 $191K - $210K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
23,490
$18.67 - $20.32 $439K - $477K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on Apr 18, 2022
3,895
$51.49 - $53.86 $201K - $210K
T
At&T Inc.

Communication Services
Q1 2022 Filed on Apr 18, 2022
8,718
$17.29 - $20.63 $151K - $180K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q3 2021 Filed on Nov 15, 2021
3,924
$60.03 - $64.12 $236K - $252K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Nov 15, 2021
5,160
$49.5 - $54.84 $255K - $283K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
3,324
$76.44 - $82.59 $254K - $275K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
41,619
$58.18 - $65.23 $2.42M - $2.71M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2021 Filed on Jul 22, 2021
5,462
$50.83 - $51.19 $278K - $280K
K
Kellogg CO

Consumer Defensive
Q1 2021 Filed on Apr 27, 2021
3,600
$56.86 - $64.95 $205K - $234K
CI
Cigna Corp

Healthcare
Q1 2021 Filed on Apr 27, 2021
16,223
$203.27 - $247.55 $3.3M - $4.02M
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