Fusion Family Wealth LLC Closed Holding Positions

Fusion Family Wealth LLC

  • $1.08 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 11, 2022
76,759
$20.9 - $21.1 $1.6M - $1.62M
Starfield Resources Inc
Q1 2022 Filed on Apr 28, 2022
10,000
N/A
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
189
$764.04 - $1199.78 $144K - $227K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2021 Filed on Oct 14, 2021
3,280
$60.96 - $64.6 $200K - $212K
XOM
Exxon Mobil Corp

Energy
Q2 2021 Filed on Jul 30, 2021
1,234
$55.27 - $64.66 $68.2K - $79.8K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2021 Filed on Jul 30, 2021
37
$364.37 - $420.89 $13.5K - $15.6K
PRU
Prudential Financial Inc

Financial Services
Q2 2021 Filed on Jul 30, 2021
18
$92.71 - $108.51 $1.67K - $1.95K
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 30, 2021
57
$302.61 - $341.12 $17.2K - $19.4K
ILCG
Ishares Morningstar Growth ETF
Q2 2021 Filed on Jul 30, 2021
103
N/A
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Jul 30, 2021
6
$259.0 - $414.71 $1.55K - $2.49K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2021 Filed on Jul 30, 2021
95
$331.45 - $347.9 $31.5K - $33.1K
CMCSA
Comcast Corp

Communication Services
Q2 2021 Filed on Jul 30, 2021
164
$53.3 - $58.68 $8.74K - $9.62K
COST
Costco Wholesale Corp

Consumer Defensive
Q2 2021 Filed on Jul 30, 2021
150
$354.94 - $398.79 $53.2K - $59.8K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2021 Filed on Jul 30, 2021
1,210
$167.8 - $188.88 $203K - $229K
TEL
Te Connectivity Ltd.

Technology
Q2 2021 Filed on Jul 30, 2021
50
$128.39 - $139.36 $6.42K - $6.97K
V
Visa Inc.

Financial Services
Q2 2021 Filed on Jul 30, 2021
400
$216.86 - $237.32 $86.7K - $94.9K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2021 Filed on Jul 30, 2021
88
$73.83 - $79.88 $6.5K - $7.03K
Columbia Tr Ii Emerging Mkts Consumer
Q2 2021 Filed on Jul 30, 2021
50
N/A
EQC
Equity Commonwealth

Real Estate
Q2 2021 Filed on Jul 30, 2021
45
$26.2 - $28.95 $1.18K - $1.3K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
102
$66.04 - $70.76 $6.74K - $7.22K
DJP
Barclays Bank PLC

ETFs
Q2 2021 Filed on Jul 30, 2021
232
$23.51 - $27.41 $5.45K - $6.36K
PFE
Pfizer Inc

Healthcare
Q2 2021 Filed on Jul 30, 2021
1,000
$35.91 - $40.68 $35.9K - $40.7K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
200
$65.96 - $72.81 $13.2K - $14.6K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
1,500
$74.82 - $79.61 $112K - $119K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2021 Filed on Jul 30, 2021
495
$31.27 - $33.51 $15.5K - $16.6K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2021 Filed on Jul 30, 2021
430
$91.91 - $101.16 $39.5K - $43.5K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
358
$211.85 - $232.89 $75.8K - $83.4K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
370
$152.86 - $162.4 $56.6K - $60.1K
IYR
Ishares Tr

ETFs
Q2 2021 Filed on Jul 30, 2021
280
$93.58 - $104.97 $26.2K - $29.4K
IHE
Ishares Tr

ETFs
Q2 2021 Filed on Jul 30, 2021
128
$174.94 - $189.58 $22.4K - $24.3K
ES
Eversource Energy

Utilities
Q2 2021 Filed on Jul 30, 2021
131
$78.74 - $90.58 $10.3K - $11.9K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
290
$142.18 - $151.25 $41.2K - $43.9K
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2021 Filed on Jul 30, 2021
325
$88.69 - $99.18 $28.8K - $32.2K
PSX
Phillips 66

Energy
Q2 2021 Filed on Jul 30, 2021
250
$74.95 - $92.56 $18.7K - $23.1K
ABBV
Abb Vie Inc.

Healthcare
Q2 2021 Filed on Jul 30, 2021
103
$105.21 - $117.21 $10.8K - $12.1K
IWC
Russell Micro Cap ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
703
$136.95 - $157.3 $96.3K - $111K
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2021 Filed on Jul 30, 2021
67
$10.97 - $12.74 $735 - $854
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2021 Filed on Jul 30, 2021
20
$109.57 - $110.96 $2.19K - $2.22K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 30, 2021
271
$52.01 - $56.09 $14.1K - $15.2K
VFH
Vanguard Financial ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
382
$85.53 - $94.49 $32.7K - $36.1K
ITB
Ishares Tr

ETFs
Q2 2021 Filed on Jul 30, 2021
1,159
$66.57 - $77.09 $77.2K - $89.3K
General Electric CO
Q2 2021 Filed on Jul 30, 2021
25
N/A
USO
United States Oil Fund, LP

ETFs
Q2 2021 Filed on Jul 30, 2021
25
$40.28 - $50.25 $1.01K - $1.26K
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2021 Filed on Jul 30, 2021
10
$157.6 - $175.27 $1.58K - $1.75K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 30, 2021
140
$48.74 - $67.26 $6.82K - $9.42K
APH
Amphenol Corp

Technology
Q2 2021 Filed on Jul 30, 2021
2,766
$64.17 - $69.16 $177K - $191K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2021 Filed on Jul 30, 2021
669
$35.87 - $38.34 $24K - $25.6K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2021 Filed on Jul 30, 2021
165
$19.2 - $22.91 $3.17K - $3.78K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
235
$14.87 - $15.32 $3.49K - $3.6K
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