Financial Architects, Inc Closed Holding Positions

Financial Architects, Inc

  • $657 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q3 2020 Filed on Nov 09, 2020
573
$16.56 - $19.64 $9.49K - $11.3K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2020 Filed on Nov 09, 2020
375
$40.45 - $44.44 $15.2K - $16.7K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q3 2020 Filed on Nov 09, 2020
95
$82.99 - $95.06 $7.88K - $9.03K
KLAC
Kla Corp

Technology
Q3 2020 Filed on Nov 09, 2020
12
$171.94 - $216.63 $2.06K - $2.6K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q3 2020 Filed on Nov 09, 2020
10
$109.36 - $119.65 $1.09K - $1.2K
MCO
Moodys Corp

Financial Services
Q3 2020 Filed on Nov 09, 2020
35
$271.15 - $304.49 $9.49K - $10.7K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
1,902
$39.28 - $44.28 $74.7K - $84.2K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
1,256
$23.28 - $26.62 $29.2K - $33.4K
PAAS
Pan American Silver Corp

Basic Materials
Q3 2020 Filed on Nov 09, 2020
2,500
$29.24 - $39.15 $73.1K - $97.9K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q3 2020 Filed on Nov 09, 2020
20
$89.88 - $109.24 $1.8K - $2.18K
ROP
Roper Technologies Inc

Industrials
Q3 2020 Filed on Nov 09, 2020
5
$386.25 - $453.18 $1.93K - $2.27K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2020 Filed on Nov 09, 2020
500
$5.02 - $6.09 $2.51K - $3.05K
Sl Green Rlty Corp
Q3 2020 Filed on Nov 09, 2020
1,665
N/A
SIVB
Svb Financial Group

Financial Services
Q3 2020 Filed on Nov 09, 2020
8
$201.65 - $259.73 $1.61K - $2.08K
TEAM
Atlassian Corp PLC

Technology
Q3 2020 Filed on Nov 09, 2020
10
$160.75 - $196.41 $1.61K - $1.96K
BHC
Bausch Health Companies Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
1,500
$14.88 - $20.13 $22.3K - $30.2K
BSX
Boston Scientific Corp

Healthcare
Q3 2020 Filed on Nov 09, 2020
251
$34.44 - $42.23 $8.64K - $10.6K
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 09, 2020
3,400
$14.56 - $20.69 $49.5K - $70.3K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q3 2020 Filed on Nov 09, 2020
296
$120.4 - $135.72 $35.6K - $40.2K
IRM
Iron Mountain Inc

Real Estate
Q3 2020 Filed on Nov 09, 2020
297
$26.04 - $30.5 $7.73K - $9.06K
IGV
Ishares Expanded Tech Software

ETFs
Q3 2020 Filed on Nov 09, 2020
387
$283.85 - $334.52 $110K - $129K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q3 2020 Filed on Nov 09, 2020
200
$27.11 - $31.26 $5.42K - $6.25K
LAC
Lithium Americas Corp.

Basic Materials
Q3 2020 Filed on Nov 09, 2020
2,500
$5.07 - $11.39 $12.7K - $28.5K
SONY
Sony Group Corp

Technology
Q3 2020 Filed on Nov 09, 2020
220
$69.16 - $83.45 $15.2K - $18.4K
TTD
Trade Desk, Inc.

Technology
Q3 2020 Filed on Nov 09, 2020
3
$41.86 - $51.88 $126 - $156
UMH
Umh Properties, Inc.

Real Estate
Q3 2020 Filed on Nov 09, 2020
855
$11.69 - $14.89 $9.99K - $12.7K
CNHI
Cnh Industrial N.V.

Industrials
Q3 2020 Filed on Nov 09, 2020
765
$6.7 - $8.48 $5.13K - $6.49K
COUP
Coupa Software Inc

Technology
Q3 2020 Filed on Nov 09, 2020
10
$243.24 - $344.42 $2.43K - $3.44K
EGO
Eldorado Gold Corp

Basic Materials
Q3 2020 Filed on Nov 09, 2020
9
$9.58 - $12.71 $86.2 - $114
MGA
Magna International Inc

Consumer Cyclical
Q3 2020 Filed on Nov 09, 2020
77
$43.48 - $53.41 $3.35K - $4.11K
RDHL
Red Hill Biopharma Ltd.

Healthcare
Q3 2020 Filed on Nov 09, 2020
2,000
$6.34 - $10.83 $12.7K - $21.7K
STOR
Store Capital Corp

Real Estate
Q3 2020 Filed on Nov 09, 2020
1,035
$21.44 - $29.5 $22.2K - $30.5K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
1,000
$50.84 - $51.98 $50.8K - $52K
VGSH
Vanguard

ETFs
Q3 2020 Filed on Nov 09, 2020
77
$62.07 - $62.21 $4.78K - $4.79K
GH
Guardant Health, Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
200
$80.32 - $111.8 $16.1K - $22.4K
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q3 2020 Filed on Nov 09, 2020
515
N/A
TELL
Tellurian Inc.

Energy
Q3 2020 Filed on Nov 09, 2020
2,500
$0.7 - $1.58 $1.75K - $3.95K
CWST
Casella Waste Systems Inc

Industrials
Q3 2020 Filed on Nov 09, 2020
100
$50.37 - $58.5 $5.04K - $5.85K
GIB
Cgi Inc

Technology
Q3 2020 Filed on Nov 09, 2020
164
$62.97 - $73.58 $10.3K - $12.1K
CMP
Compass Minerals International Inc

Basic Materials
Q3 2020 Filed on Nov 09, 2020
150
$46.74 - $60.29 $7.01K - $9.04K
IRT
Independence Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 09, 2020
5,157
$10.76 - $12.14 $55.5K - $62.6K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q3 2020 Filed on Nov 09, 2020
356
$27.54 - $29.06 $9.8K - $10.3K
FXI
Ishares Tr

ETFs
Q3 2020 Filed on Nov 09, 2020
248
$40.16 - $45.53 $9.96K - $11.3K
SOXX
Ishares Semiconductor ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
112
$267.4 - $322.4 $29.9K - $36.1K
Kirkland Lake Gold LTD
Q3 2020 Filed on Nov 09, 2020
1,360
N/A
LTHM
Livent Corp.

Basic Materials
Q3 2020 Filed on Nov 09, 2020
374
$5.93 - $9.36 $2.22K - $3.5K
LOOP
Loop Industries, Inc.

Basic Materials
Q3 2020 Filed on Nov 09, 2020
210
$8.84 - $13.77 $1.86K - $2.89K
NNN
National Retail Properties, Inc.

Real Estate
Q3 2020 Filed on Nov 09, 2020
200
$33.08 - $38.69 $6.62K - $7.74K
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2020 Filed on Nov 09, 2020
200
$111.91 - $132.1 $22.4K - $26.4K
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