Financial Architects, Inc Closed Holding Positions

Financial Architects, Inc

  • $657 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
PGZ
Principal Real Estate Income Fund

Financial Services
Q1 2020 Filed on May 07, 2020
425
$11.03 - $21.88 $4.69K - $9.3K
SUI
Sun Communities Inc

Real Estate
Q1 2020 Filed on May 07, 2020
20
$101.94 - $172.66 $2.04K - $3.45K
BSGM
Bio Sig Technologies, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
800
$2.56 - $6.14 $2.05K - $4.91K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q1 2020 Filed on May 07, 2020
200
$4.4 - $14.75 $880 - $2.95K
Consol Coal Res LP
Q1 2020 Filed on May 07, 2020
400
N/A
CEQP
Crestwood Equity Partners LP

Energy
Q1 2020 Filed on May 07, 2020
300
$3.2 - $32.79 $960 - $9.84K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q1 2020 Filed on May 07, 2020
2,800
$4.92 - $9.18 $13.8K - $25.7K
Enviva Partners LP
Q1 2020 Filed on May 07, 2020
400
N/A
EEFT
Euronet Worldwide, Inc.

Technology
Q1 2020 Filed on May 07, 2020
16
$68.73 - $167.25 $1.1K - $2.68K
Golar Lng Partners LP
Q1 2020 Filed on May 07, 2020
400
N/A
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 07, 2020
50
$41.45 - $70.64 $2.07K - $3.53K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on May 07, 2020
2,177
$21.23 - $31.4 $46.2K - $68.4K
KNOP
Knot Offshore Partners LP

Industrials
Q1 2020 Filed on May 07, 2020
400
$8.92 - $20.92 $3.57K - $8.37K
NSA
National Storage Affiliates Trust

Real Estate
Q1 2020 Filed on May 07, 2020
100
$22.82 - $38.11 $2.28K - $3.81K
Option Care Health Inc
Q1 2020 Filed on May 07, 2020
500
N/A
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
100
$36.13 - $69.2 $3.61K - $6.92K
UI
Ubiquiti Inc.

Technology
Q1 2020 Filed on May 07, 2020
10
$113.45 - $190.13 $1.13K - $1.9K
USAC
Usa Compression Partners, LP

Energy
Q1 2020 Filed on May 07, 2020
900
$3.7 - $18.09 $3.33K - $16.3K
VVV
Valvoline Inc

Energy
Q1 2020 Filed on May 07, 2020
6,545
$9.14 - $23.2 $59.8K - $152K
Apollo Global Mgmt Inc
Q1 2020 Filed on May 07, 2020
6,877
N/A
NIB
Barclays Bank PLC

ETFs
Q1 2020 Filed on May 07, 2020
620
$25.59 - $34.73 $15.9K - $21.5K
COW
Barclays Bank PLC

ETFs
Q1 2020 Filed on May 07, 2020
315
$31.89 - $45.85 $10K - $14.4K
Barclays Bk PLC
Q1 2020 Filed on May 07, 2020
1,150
N/A
TRTY
Cambria ETF Tr Cambria Trinity

ETFs
Q1 2020 Filed on May 07, 2020
310
$19.39 - $24.97 $6.01K - $7.74K
FDVV
Fidelity High Dividend ETF

ETFs
Q1 2020 Filed on May 07, 2020
500
$19.7 - $33.45 $9.85K - $16.7K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2020 Filed on May 07, 2020
592
$3.21 - $6.23 $1.9K - $3.69K
GNE
Genie Energy Ltd.

Utilities
Q1 2020 Filed on May 07, 2020
1,000
$5.51 - $8.37 $5.51K - $8.37K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
5,000
$12.31 - $33.12 $61.6K - $166K
WOOD
Ishares Global Timber & Forest
Q1 2020 Filed on May 07, 2020
1,065
N/A
CCOR
Listed Fds Tr Core Alternative

ETFs
Q1 2020 Filed on May 07, 2020
1,745
$25.97 - $29.99 $45.3K - $52.3K
Valaris PLC
Q1 2020 Filed on May 07, 2020
343
N/A
Altaba Inc
Q4 2019 Filed on Feb 14, 2020
300
N/A
Connecticut Wtr Svc Inc
Q4 2019 Filed on Feb 14, 2020
200
N/A
DBEM
Xtrackers Msci Emerging Market

ETFs
Q4 2019 Filed on Feb 14, 2020
200
$21.59 - $24.05 $4.32K - $4.81K
DXC
Dxc Technology CO

Technology
Q4 2019 Filed on Feb 14, 2020
150
$26.33 - $37.76 $3.95K - $5.66K
IVZ
Invesco Ltd.

Financial Services
Q4 2019 Filed on Feb 14, 2020
179
$15.35 - $18.43 $2.75K - $3.3K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2019 Filed on Feb 14, 2020
200
$23.32 - $27.05 $4.66K - $5.41K
BKR
Baker Hughes CO

Energy
Q4 2019 Filed on Feb 14, 2020
110
$21.32 - $25.63 $2.35K - $2.82K
Bb&T Corp
Q4 2019 Filed on Feb 14, 2020
733
N/A
BHP
Bhp Group LTD

Basic Materials
Q4 2019 Filed on Feb 14, 2020
500
$42.35 - $49.34 $21.2K - $24.7K
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
200
$34.12 - $46.31 $6.82K - $9.26K
BC
Brunswick Corp

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
200
$50.38 - $61.57 $10.1K - $12.3K
California Res Corp
Q4 2019 Filed on Feb 14, 2020
2,406
N/A
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
986
N/A
CC
Chemours CO

Basic Materials
Q4 2019 Filed on Feb 14, 2020
200
$13.12 - $19.78 $2.62K - $3.96K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2019 Filed on Feb 14, 2020
6,500
$6.76 - $8.86 $43.9K - $57.6K
CLR
Continental Resources, Inc

Energy
Q4 2019 Filed on Feb 14, 2020
200
$27.3 - $34.55 $5.46K - $6.91K
FANG
Diamondback Energy, Inc.

Energy
Q4 2019 Filed on Feb 14, 2020
200
$74.19 - $92.86 $14.8K - $18.6K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q4 2019 Filed on Feb 14, 2020
900
$12.46 - $13.25 $11.2K - $11.9K
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