Financial & Tax Architects, LLC Closed Holding Positions

Financial & Tax Architects, LLC

  • $389 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Aug 25, 2023
1,789
$255.99 - $314.27 $458K - $562K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2022 Filed on Aug 25, 2023
6,914
$38.82 - $48.93 $268K - $338K
EWC
Ishares Msci Canada ETF

ETFs
Q2 2022 Filed on Aug 25, 2023
17,362
$33.06 - $40.62 $574K - $705K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q2 2022 Filed on Aug 25, 2023
16,673
$22.26 - $26.34 $371K - $439K
IXC
Ishares Tr Global Energy ETF

ETFs
Q2 2022 Filed on Aug 25, 2023
6,175
$32.89 - $42.6 $203K - $263K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2022 Filed on Aug 25, 2023
1,876
$108.81 - $132.38 $204K - $248K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 25, 2023
1,020
$163.9 - $207.91 $167K - $212K
SHV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 25, 2023
15,795
$109.96 - $110.28 $1.74M - $1.74M
NKE
Nike, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 25, 2023
1,680
$102.2 - $137.05 $172K - $230K
GLD
Spdr Gold Trust

ETFs
Q2 2022 Filed on Aug 25, 2023
1,273
$168.46 - $184.65 $214K - $235K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Aug 25, 2023
5,147
$31.13 - $40.9 $160K - $211K
IXN
Ishares Global Information Tec

ETFs
Q4 2021 Filed on Aug 25, 2023
7,195
$55.78 - $65.48 $401K - $471K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2021 Filed on Aug 25, 2023
5,338
$53.63 - $54.52 $286K - $291K
BCE
Bce Inc

Communication Services
Q3 2021 Filed on Aug 25, 2023
8,074
$48.52 - $52.77 $392K - $426K
ENB
Enbridge Inc

Energy
Q3 2021 Filed on Aug 25, 2023
10,490
$37.31 - $40.69 $391K - $427K
INTC
Intel Corp

Technology
Q2 2021 Filed on Aug 25, 2023
4,047
$53.62 - $68.26 $217K - $276K
EPU
Ishares Msci Peru ETF
Q2 2021 Filed on Aug 25, 2023
6,636
N/A
IXJ
Ishares Global Healthcare ETF

ETFs
Q4 2021 Filed on Aug 25, 2023
10,528
$82.63 - $90.54 $870K - $953K
RTX
Raytheon Technologies Corp

Industrials
Q3 2021 Filed on Aug 25, 2023
4,362
$81.05 - $88.62 $354K - $387K
TTE
Total Energies Se

Energy
Q3 2021 Filed on Aug 25, 2023
8,239
$41.26 - $48.4 $340K - $399K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Aug 25, 2023
9,971
$39.32 - $43.52 $392K - $434K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2022 Filed on Aug 25, 2023
1,608
$177.06 - $208.31 $285K - $335K
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