Fsa Wealth Management LLC Closed Holding Positions

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Guggenheim Cr Allocation Fd Com
Q1 2021 Filed on May 17, 2021
7,441
N/A
Coresite Realty Corp Com Usd0.01
Q1 2021 Filed on May 17, 2021
100
N/A
MCI
Barings Corporate Investors

Financial Services
Q4 2020 Filed on Feb 11, 2021
13,000
$11.65 - $13.95 $151K - $181K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q3 2020 Filed on Nov 13, 2020
48
$45.51 - $51.78 $2.18K - $2.49K
Alexion Pharmaceutical Inc Com
Q3 2020 Filed on Nov 13, 2020
80
N/A
AYX
Alteryx, Inc.

Technology
Q3 2020 Filed on Nov 13, 2020
100
$105.71 - $181.98 $10.6K - $18.2K
AVTR
Avantor, Inc.

Basic Materials
Q3 2020 Filed on Nov 13, 2020
1,000
$16.99 - $22.79 $17K - $22.8K
Discovery Inc Com
Q3 2020 Filed on Nov 13, 2020
3
N/A
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2020 Filed on Nov 13, 2020
508
$63.93 - $72.86 $32.5K - $37K
FTV
Fortive Corp

Technology
Q3 2020 Filed on Nov 13, 2020
41
$56.28 - $64.96 $2.31K - $2.66K
Frontier Communications Corp Com
Q3 2020 Filed on Nov 13, 2020
9
N/A
IIM
Invesco Value Municipal Income Trust

Financial Services
Q3 2020 Filed on Nov 13, 2020
1,437
$14.4 - $15.42 $20.7K - $22.2K
General Electric CO Com
Q3 2020 Filed on Nov 13, 2020
1,423
N/A
PEAK
Healthpeak Properties, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
290
$25.58 - $29.03 $7.42K - $8.42K
HQY
Healthequity, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
70
$46.15 - $61.64 $3.23K - $4.31K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
45
$22.78 - $29.68 $1.03K - $1.34K
Immunomedics Inc Com
Q3 2020 Filed on Nov 13, 2020
360
N/A
IIPR
Innovative Industrial Properties Inc

Real Estate
Q3 2020 Filed on Nov 13, 2020
100
$89.34 - $128.3 $8.93K - $12.8K
PCEF
Invesco Cef Income Composite E

ETFs
Q3 2020 Filed on Nov 13, 2020
1,271
$19.95 - $21.13 $25.4K - $26.9K
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Nov 13, 2020
210
$38.11 - $42.99 $8K - $9.03K
CCI
Crown Castle International Corp

Real Estate
Q3 2020 Filed on Nov 13, 2020
100
$155.62 - $174.3 $15.6K - $17.4K
CNO
Cno Financial Group, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
6
$14.08 - $17.66 $84.5 - $106
CMS
Cms Energy Corp

Utilities
Q3 2020 Filed on Nov 13, 2020
100
$58.99 - $64.18 $5.9K - $6.42K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q3 2020 Filed on Nov 13, 2020
337
$7.17 - $7.74 $2.42K - $2.61K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
Q3 2020 Filed on Nov 13, 2020
500
$12.51 - $13.73 $6.26K - $6.87K
MPV
Barings Participation Investors

Financial Services
Q3 2020 Filed on Nov 13, 2020
1,500
$10.8 - $12.49 $16.2K - $18.7K
ACIW
Aci Worldwide, Inc.

Technology
Q3 2020 Filed on Nov 13, 2020
355
$24.19 - $31.21 $8.59K - $11.1K
ASML
Asml Holding Nv

Technology
Q3 2020 Filed on Nov 13, 2020
20
$347.35 - $398.49 $6.95K - $7.97K
ABR
Arbor Realty Trust Inc

Real Estate
Q3 2020 Filed on Nov 13, 2020
3,000
$7.55 - $12.21 $22.7K - $36.6K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
170
$75.39 - $91.92 $12.8K - $15.6K
AEG
Aegon Nv

Financial Services
Q3 2020 Filed on Nov 13, 2020
517
$2.32 - $3.47 $1.2K - $1.79K
Casper Sleep Inc Com
Q3 2020 Filed on Nov 13, 2020
400
N/A
WRAP
Wrap Technologies, Inc.

Technology
Q3 2020 Filed on Nov 13, 2020
1,000
$6.07 - $13.35 $6.07K - $13.4K
SH
Proshares Short S&P500 New (De

ETFs
Q3 2020 Filed on Nov 13, 2020
3,000
$19.21 - $22.22 $57.6K - $66.7K
WTRG
Essential Utilities, Inc.

Utilities
Q3 2020 Filed on Nov 13, 2020
200
$38.53 - $47.81 $7.71K - $9.56K
Blackrock Florida Muni 2020 Te Com Shs
Q3 2020 Filed on Nov 13, 2020
317
N/A
SNV
Synovus Financial Corp

Financial Services
Q3 2020 Filed on Nov 13, 2020
555
$17.77 - $22.75 $9.86K - $12.6K
LSXMK
Liberty Media Corp

Communication Services
Q3 2020 Filed on Nov 13, 2020
150
$32.05 - $37.01 $4.81K - $5.55K
Biotelemetry Inc Com
Q3 2020 Filed on Nov 13, 2020
80
N/A
CIEN
Ciena Corp

Technology
Q3 2020 Filed on Nov 13, 2020
200
$38.82 - $60.99 $7.76K - $12.2K
BL
Blackline, Inc.

Technology
Q3 2020 Filed on Nov 13, 2020
50
$72.59 - $92.8 $3.63K - $4.64K
Cyrusone Inc Com
Q3 2020 Filed on Nov 13, 2020
120
N/A
CIM
Chimera Investment Corp

Real Estate
Q3 2020 Filed on Nov 13, 2020
2,000
$8.2 - $9.46 $16.4K - $18.9K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2020 Filed on Nov 13, 2020
2
N/A
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
100
$123.32 - $166.06 $12.3K - $16.6K
CDK
Cdk Global, Inc.

Technology
Q3 2020 Filed on Nov 13, 2020
133
$40.33 - $47.68 $5.36K - $6.34K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q3 2020 Filed on Nov 13, 2020
27
$27.98 - $29.46 $755 - $795
HUSV
First Tr ETF Iii Horizon Manag
Q3 2020 Filed on Nov 13, 2020
53
N/A
BP
Bp PLC

Energy
Q3 2020 Filed on Nov 13, 2020
497
$17.46 - $24.26 $8.68K - $12.1K
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