Financial Strategies Group, Inc. Closed Holding Positions

Financial Strategies Group, Inc.

  • $470 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
189,360
$23.28 - $24.82 $4.41M - $4.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2022 Filed on Aug 08, 2022
11,234
$28.62 - $30.13 $322K - $338K
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Aug 08, 2022
2,364
$206.45 - $259.96 $488K - $615K
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
1,060
$170.7 - $214.67 $181K - $228K
World Gold Tr
Q1 2022 Filed on Apr 29, 2022
537,857
N/A
SO
Southern CO

Utilities
Q1 2022 Filed on Apr 29, 2022
3,108
$62.84 - $72.51 $195K - $225K
EMB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 29, 2022
1,972
$93.87 - $107.98 $185K - $213K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q1 2022 Filed on Apr 29, 2022
81,451
$115.85 - $130.79 $9.44M - $10.7M
BA
Boeing CO

Industrials
Q1 2022 Filed on Apr 29, 2022
4,648
$169.17 - $225.96 $786K - $1.05M
TSLA
Tesla, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 07, 2022
1,024
$775.22 - $1229.91 $794K - $1.26M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q4 2021 Filed on Feb 07, 2022
4,964
$40.28 - $40.45 $200K - $201K
Tcf Finl Corp
Q2 2021 Filed on Aug 13, 2021
5,684
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,426
$171.73 - $199.38 $245K - $284K
ERX
Direxion Daily Energy Bull 2 X

ETFs
Q1 2021 Filed on May 06, 2021
10,156
$14.4 - $27.95 $146K - $284K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2021 Filed on May 06, 2021
1,300
$133.92 - $157.54 $174K - $205K
AMD
Advanced Micro Devices Inc

Technology
Q1 2021 Filed on May 06, 2021
3,220
$73.96 - $97.25 $238K - $313K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2021 Filed on May 06, 2021
5,925
$50.15 - $50.25 $297K - $298K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2020 Filed on Aug 12, 2020
11,299
$28.91 - $37.99 $327K - $429K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
13,677
$35.36 - $48.66 $484K - $666K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2020 Filed on May 12, 2020
2,215
$52.32 - $81.58 $116K - $181K
Wisdomtree Tr
Q1 2020 Filed on May 12, 2020
18,612
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on May 12, 2020
59,487
$35.95 - $59.38 $2.14M - $3.53M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2020 Filed on May 12, 2020
117,988
$14.17 - $26.35 $1.67M - $3.11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2020 Filed on May 12, 2020
3,425
$91.44 - $91.66 $313K - $314K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on May 12, 2020
83,714
$29.7 - $55.41 $2.49M - $4.64M
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