Financial Architects, Inc Closed Holding Positions

Financial Architects, Inc

  • $657 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q3 2020 Filed on Nov 09, 2020
470
$55.74 - $61.54 $26.2K - $28.9K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q3 2020 Filed on Nov 09, 2020
200
$71.8 - $78.94 $14.4K - $15.8K
DHS
Wisdomtree Tr U.S

ETFs
Q3 2020 Filed on Nov 09, 2020
1,169
$60.76 - $65.86 $71K - $77K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2020 Filed on Nov 09, 2020
552
$46.22 - $51.04 $25.5K - $28.2K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2020 Filed on Nov 09, 2020
2,081
$27.33 - $30.91 $56.9K - $64.3K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q3 2020 Filed on Nov 09, 2020
70
$45.51 - $51.78 $3.19K - $3.62K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q3 2020 Filed on Nov 09, 2020
1,425
$26.86 - $32.12 $38.3K - $45.8K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q3 2020 Filed on Nov 09, 2020
400
$44.65 - $49.39 $17.9K - $19.8K
WDAY
Workday, Inc.

Technology
Q3 2020 Filed on Nov 09, 2020
375
$177.47 - $243.88 $66.6K - $91.5K
Wpx Energy Inc
Q3 2020 Filed on Nov 09, 2020
1,000
N/A
WSFS
Wsfs Financial Corp

Financial Services
Q3 2020 Filed on Nov 09, 2020
1,062
$24.82 - $31.76 $26.4K - $33.7K
Zynga Inc
Q3 2020 Filed on Nov 09, 2020
1
N/A
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
2,922
$21.48 - $22.2 $62.8K - $64.9K
COO
Cooper Companies, Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
4
$280.08 - $347.78 $1.12K - $1.39K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2020 Filed on Nov 09, 2020
103
$37.34 - $39.15 $3.85K - $4.03K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2020 Filed on Nov 09, 2020
708
$42.81 - $44.47 $30.3K - $31.5K
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 09, 2020
400
$12.34 - $18.1 $4.94K - $7.24K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2020 Filed on Nov 09, 2020
1,317
$47.24 - $50.25 $62.2K - $66.2K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 09, 2020
1
$1638.47 - $1948.73 $1.64K - $1.95K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q3 2020 Filed on Nov 09, 2020
250
$21.09 - $23.33 $5.27K - $5.83K
DE
Deere & CO

Industrials
Q3 2020 Filed on Nov 09, 2020
15
$156.85 - $221.97 $2.35K - $3.33K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2020 Filed on Nov 09, 2020
396
$52.55 - $56.68 $20.8K - $22.4K
NTR
Nutrien Ltd.

Basic Materials
Q3 2020 Filed on Nov 09, 2020
73
$31.26 - $41.59 $2.28K - $3.04K
SSO
Proshares Ultra S&P 500

ETFs
Q3 2020 Filed on Nov 09, 2020
264
$31.67 - $41.83 $8.36K - $11K
SGH
Smart Global Holdings, Inc.

Technology
Q3 2020 Filed on Nov 09, 2020
200
$11.91 - $14.49 $2.38K - $2.9K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2020 Filed on Nov 09, 2020
274
$33.84 - $37.9 $9.27K - $10.4K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
148
$27.49 - $28.08 $4.07K - $4.16K
ZS
Zscaler, Inc.

Technology
Q3 2020 Filed on Nov 09, 2020
533
$110.21 - $159.36 $58.7K - $84.9K
AES
Aes Corp

Utilities
Q3 2020 Filed on Nov 09, 2020
500
$13.92 - $18.79 $6.96K - $9.4K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q3 2020 Filed on Nov 09, 2020
18
$155.89 - $177.55 $2.81K - $3.2K
BHA
Biglari Hldgs Inc Cl A
Q3 2020 Filed on Nov 09, 2020
2
N/A
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
6
$454.43 - $535.6 $2.73K - $3.21K
CGC
Canopy Growth Corp

Healthcare
Q3 2020 Filed on Nov 09, 2020
1,070
$14.17 - $19.48 $15.2K - $20.8K
CARA
Cara Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
200
$12.34 - $17.92 $2.47K - $3.58K
CHCO
City Holding CO

Financial Services
Q3 2020 Filed on Nov 09, 2020
17
$55.37 - $67.98 $941 - $1.16K
GNRC
Generac Holdings Inc.

Industrials
Q3 2020 Filed on Nov 09, 2020
100
$121.09 - $193.64 $12.1K - $19.4K
HEI
Heico Corp

Industrials
Q3 2020 Filed on Nov 09, 2020
52
$93.63 - $114.51 $4.87K - $5.95K
HRL
Hormel Foods Corp

Consumer Defensive
Q3 2020 Filed on Nov 09, 2020
520
$47.01 - $52.71 $24.4K - $27.4K
Iberiabank Corp
Q3 2020 Filed on Nov 09, 2020
200
N/A
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
Q3 2020 Filed on Nov 09, 2020
450
$96.96 - $101.33 $43.6K - $45.6K
Invesco Exch Trd Slf Idx Fd
Q3 2020 Filed on Nov 09, 2020
6,570
N/A
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
Q3 2020 Filed on Nov 09, 2020
71
N/A
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 09, 2020
3,334
$28.15 - $31.61 $93.9K - $105K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 09, 2020
500
$53.82 - $62.86 $26.9K - $31.4K
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 09, 2020
416
$32.75 - $37.62 $13.6K - $15.6K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 09, 2020
833
N/A
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q3 2020 Filed on Nov 09, 2020
221
$222.8 - $245.21 $49.2K - $54.2K
PCEF
Invesco Cef Income Composite E

ETFs
Q3 2020 Filed on Nov 09, 2020
2,400
$19.95 - $21.13 $47.9K - $50.7K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
Q3 2020 Filed on Nov 09, 2020
1
$26.88 - $28.81 $26.9 - $28.8
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