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
ETF Managers Tr
Q2 2019 Filed on Aug 01, 2019
10
N/A
PNNT
Pennantpark Investment Corp

Financial Services
Q2 2019 Filed on Aug 01, 2019
650
$6.23 - $7.15 $4.05K - $4.65K
ON
On Semiconductor Corp

Technology
Q2 2019 Filed on Aug 01, 2019
200
$17.68 - $23.52 $3.54K - $4.7K
SRCL
Stericycle Inc

Industrials
Q2 2019 Filed on Aug 01, 2019
256
$44.45 - $58.39 $11.4K - $14.9K
Oppenheimer ETF Tr
Q2 2019 Filed on Aug 01, 2019
443
N/A
Tier Reit Inc
Q2 2019 Filed on Aug 01, 2019
187
N/A
TFSL
Tfs Financial Corp

Financial Services
Q2 2019 Filed on Aug 01, 2019
1,300
$16.21 - $18.07 $21.1K - $23.5K
Transcanada Corp
Q2 2019 Filed on Aug 01, 2019
24
N/A
DBP
Invesco Db Precious Metals Fund

ETFs
Q2 2019 Filed on Aug 01, 2019
7,085
$35.39 - $39.05 $251K - $277K
NSC
Norfolk Southern Corp

Industrials
Q2 2019 Filed on Aug 01, 2019
42
$190.77 - $206.7 $8.01K - $8.68K
Trustco Bk Corp N Y
Q2 2019 Filed on Aug 01, 2019
500
N/A
RGR
Sturm Ruger & CO Inc

Industrials
Q2 2019 Filed on Aug 01, 2019
46
$49.71 - $57.39 $2.29K - $2.64K
Bemis CO Inc
Q2 2019 Filed on Aug 01, 2019
240
N/A
Abbott Labs
Q1 2019 Filed on May 02, 2019
0
N/A
Applied Matls Inc
Q1 2019 Filed on May 02, 2019
0
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
1,186
$52.76 - $63.35 $62.6K - $75.1K
Deutsche Bk Ag London
Q1 2019 Filed on May 02, 2019
2,315
N/A
Activision Blizzard Inc
Q1 2019 Filed on May 02, 2019
0
N/A
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 02, 2019
128
$56.65 - $65.5 $7.25K - $8.38K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2019 Filed on May 02, 2019
324
$29.0 - $33.07 $9.4K - $10.7K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 02, 2019
145
N/A
FE
Firstenergy Corp

Utilities
Q1 2019 Filed on May 02, 2019
74
$36.71 - $42.0 $2.72K - $3.11K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2019 Filed on May 02, 2019
2,019
$14.53 - $16.16 $29.3K - $32.6K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2019 Filed on May 02, 2019
13
$37.66 - $48.65 $490 - $632
American Intl Group Inc
Q1 2019 Filed on May 02, 2019
26
N/A
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
Q1 2019 Filed on May 02, 2019
4,080
$85.19 - $88.82 $348K - $362K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2019 Filed on May 02, 2019
43
$20.24 - $23.75 $870 - $1.02K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q1 2019 Filed on May 02, 2019
3
$120.87 - $144.86 $363 - $435
AMCX
Amc Networks Inc.

Communication Services
Q1 2019 Filed on May 02, 2019
14
$55.97 - $66.39 $784 - $929
AEE
Ameren Corp

Utilities
Q1 2019 Filed on May 02, 2019
87
$63.53 - $74.75 $5.53K - $6.5K
DVN
Devon Energy Corp

Energy
Q1 2019 Filed on May 02, 2019
17
$23.21 - $31.88 $395 - $542
DLB
Dolby Laboratories, Inc.

Industrials
Q1 2019 Filed on May 02, 2019
73
$59.68 - $65.66 $4.36K - $4.79K
WTER
Alkaline Water CO Inc

Consumer Defensive
Q1 2019 Filed on May 02, 2019
200
$2.38 - $3.88 $476 - $776
Invesco Exchange Traded Fd T
Q1 2019 Filed on May 02, 2019
174
N/A
ILMN
Illumina, Inc.

Healthcare
Q1 2019 Filed on May 02, 2019
3
$272.57 - $321.18 $818 - $964
Horizons ETF Tr I
Q1 2019 Filed on May 02, 2019
33,556
N/A
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 02, 2019
175
$28.42 - $33.26 $4.97K - $5.82K
ING
Ing Groep Nv

Financial Services
Q1 2019 Filed on May 02, 2019
283
$10.65 - $13.25 $3.01K - $3.75K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2019 Filed on May 02, 2019
623
N/A
Automatic Data Processing In
Q1 2019 Filed on May 02, 2019
0
N/A
Bank Amer Corp
Q1 2019 Filed on May 02, 2019
0
N/A
Pulte Group Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Raytheon CO
Q1 2019 Filed on May 02, 2019
0
N/A
Schwab Charles Corp New
Q1 2019 Filed on May 02, 2019
0
N/A
Southwest Airls CO
Q1 2019 Filed on May 02, 2019
0
N/A
Travelers Companies Inc
Q1 2019 Filed on May 02, 2019
0
N/A
United Parcel Service Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Verizon Communications Inc
Q1 2019 Filed on May 02, 2019
0
N/A
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q1 2019 Filed on May 02, 2019
82
$33.0 - $39.4 $2.71K - $3.23K
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