Executive Wealth Management, LLC Closed Holding Positions

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ASB
Associated Banc Corp

Financial Services
Q3 2019 Filed on Oct 30, 2019
1,148
$18.64 - $21.67 $21.4K - $24.9K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q3 2019 Filed on Oct 30, 2019
300
$17.86 - $18.99 $5.36K - $5.7K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 30, 2019
600
$10.33 - $10.84 $6.2K - $6.5K
AWK
American Water Works Company, Inc.

Utilities
Q3 2019 Filed on Oct 30, 2019
32
$113.86 - $129.5 $3.64K - $4.14K
SPG
Simon Property Group Inc

Real Estate
Q3 2019 Filed on Oct 30, 2019
105
$145.47 - $165.03 $15.3K - $17.3K
BJRI
B Js Restaurants Inc

Consumer Cyclical
Q3 2019 Filed on Oct 30, 2019
67
$32.73 - $44.68 $2.19K - $2.99K
Bb&T Corp
Q3 2019 Filed on Oct 30, 2019
1,210
N/A
L3 Technologies Inc
Q3 2019 Filed on Oct 30, 2019
14
N/A
Repligen Corp
Q3 2019 Filed on Oct 30, 2019
10
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q3 2019 Filed on Oct 30, 2019
54
$133.68 - $151.35 $7.22K - $8.17K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2019 Filed on Oct 30, 2019
391
$213.78 - $231.81 $83.6K - $90.6K
Hospitality Pptys Tr
Q3 2019 Filed on Oct 30, 2019
162
N/A
DSL
Double Line Income Solutions Fund

Financial Services
Q3 2019 Filed on Oct 30, 2019
500
$19.27 - $20.78 $9.64K - $10.4K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q3 2019 Filed on Oct 30, 2019
132
$45.74 - $52.73 $6.04K - $6.96K
Alexion Pharmaceuticals Inc
Q3 2019 Filed on Oct 30, 2019
44
N/A
Insys Therapeutics Inc New
Q3 2019 Filed on Oct 30, 2019
20
N/A
LNT
Alliant Energy Corp

Utilities
Q3 2019 Filed on Oct 30, 2019
401
$48.99 - $54.26 $19.6K - $21.8K
Rio Tinto PLC
Q3 2019 Filed on Oct 30, 2019
80
N/A
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q3 2019 Filed on Oct 30, 2019
529
$14.38 - $18.31 $7.61K - $9.69K
AIG
American International Group, Inc.

Financial Services
Q3 2019 Filed on Oct 30, 2019
72
$52.04 - $57.89 $3.75K - $4.17K
ABC
Amerisourcebergen Corp

Healthcare
Q3 2019 Filed on Oct 30, 2019
100
$80.94 - $91.7 $8.09K - $9.17K
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q3 2019 Filed on Oct 30, 2019
344
$42.72 - $52.55 $14.7K - $18.1K
Aerohive Networks Inc
Q3 2019 Filed on Oct 30, 2019
200
N/A
E Trade Financial Corp
Q3 2019 Filed on Oct 30, 2019
902
N/A
Gw Pharmaceuticals PLC
Q3 2019 Filed on Oct 30, 2019
10
N/A
Diodes Inc
Q3 2019 Filed on Oct 30, 2019
30
N/A
Cheniere Energy Partners LP
Q3 2019 Filed on Oct 30, 2019
10
N/A
Central Garden & Pet CO
Q3 2019 Filed on Oct 30, 2019
100
N/A
Central Garden & Pet CO
Q3 2019 Filed on Oct 30, 2019
100
N/A
Cactus Inc
Q3 2019 Filed on Oct 30, 2019
18
N/A
Akamai Technologies Inc
Q3 2019 Filed on Oct 30, 2019
10
N/A
Abbvie Inc
Q3 2019 Filed on Oct 30, 2019
20
N/A
TWOU
2 U, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 30, 2019
230
$12.8 - $40.27 $2.94K - $9.26K
SIVR
Abrdn Silver ETF Trust

ETFs
Q3 2019 Filed on Oct 30, 2019
40
$14.57 - $19.03 $583 - $761
ABMD
Abiomed Inc

Healthcare
Q3 2019 Filed on Oct 30, 2019
100
$175.89 - $279.23 $17.6K - $27.9K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2019 Filed on Oct 30, 2019
156
$61.55 - $75.43 $9.6K - $11.8K
General Mtrs CO
Q3 2019 Filed on Oct 30, 2019
81
N/A
Anadarko Pete Corp
Q3 2019 Filed on Oct 30, 2019
166
N/A
Worldpay Inc
Q3 2019 Filed on Oct 30, 2019
100
N/A
NJR
New Jersey Resources Corp

Utilities
Q3 2019 Filed on Oct 30, 2019
912
$43.82 - $50.36 $40K - $45.9K
Andeavor Logistics LP
Q3 2019 Filed on Oct 30, 2019
516
N/A
EPP
Ishares Inc

ETFs
Q3 2019 Filed on Oct 30, 2019
69,327
$42.94 - $47.91 $2.98M - $3.32M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2019 Filed on Oct 30, 2019
92
N/A
Us Ecology Inc
Q3 2019 Filed on Oct 30, 2019
340
N/A
RIG
Transocean Ltd.

Energy
Q3 2019 Filed on Oct 30, 2019
1,154
$3.86 - $6.51 $4.45K - $7.51K
Tortoise Midstrm Energy Fd I
Q3 2019 Filed on Oct 30, 2019
995
N/A
TENB
Tenable Holdings, Inc.

Technology
Q3 2019 Filed on Oct 30, 2019
70
$21.4 - $31.43 $1.5K - $2.2K
LNG
Cheniere Energy, Inc.

Energy
Q3 2019 Filed on Oct 30, 2019
200
$58.23 - $70.12 $11.6K - $14K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q3 2019 Filed on Oct 30, 2019
1,823
$41.78 - $43.88 $76.2K - $80K
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