Glassman Wealth Services Closed Holding Positions

Glassman Wealth Services

  • $585 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Trinseo S A
Q1 2022 Filed on Apr 14, 2022
5
N/A
Cit Group Inc
Q1 2022 Filed on Apr 14, 2022
33
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2022 Filed on Apr 14, 2022
378
$100.7 - $108.94 $38.1K - $41.2K
Sterling Bancorp Del
Q1 2022 Filed on Apr 14, 2022
385
N/A
HTH
Hilltop Holdings Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
24
$28.92 - $38.06 $694 - $913
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 14, 2022
1,178
$44.64 - $55.71 $52.6K - $65.6K
Arena Pharmaceuticals Inc
Q1 2022 Filed on Apr 14, 2022
16
N/A
Great Western Bancorp Inc
Q1 2022 Filed on Apr 14, 2022
24
N/A
TDWWS
Tidewater Inc New Wt Ext 11/24
Q1 2022 Filed on Apr 14, 2022
3
N/A
CPRI
Capri Holdings LTD

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
13
$46.16 - $70.76 $600 - $920
Cyrusone Inc
Q1 2022 Filed on Apr 14, 2022
28
N/A
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
6
$33.59 - $40.28 $202 - $242
HNI
Hni Corp

Industrials
Q1 2022 Filed on Apr 14, 2022
16
$35.92 - $44.32 $575 - $709
INSM
Insmed Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
8
$20.42 - $28.13 $163 - $225
Mfa Finl Inc
Q1 2022 Filed on Apr 14, 2022
39
N/A
Nuance Communications Inc
Q1 2022 Filed on Apr 14, 2022
6
N/A
MDU
Mdu Resources Group Inc

Industrials
Q1 2022 Filed on Apr 14, 2022
45
$25.19 - $31.45 $1.13K - $1.42K
Tesla Inc
Q1 2022 Filed on Apr 14, 2022
510,000
N/A
EPZM
Epizyme, Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
300
$1.06 - $2.68 $318 - $804
ESPR
Esperion Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
270
$3.34 - $5.56 $902 - $1.5K
SVC
Service Properties Trust

Real Estate
Q1 2022 Filed on Apr 14, 2022
69
$7.11 - $9.7 $491 - $669
Santander Consumer Usa Hldgs
Q1 2022 Filed on Apr 14, 2022
10
N/A
Bryn Mawr Bk Corp
Q1 2022 Filed on Apr 14, 2022
13
N/A
Kirkland Lake Gold LTD
Q1 2022 Filed on Apr 14, 2022
164
N/A
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 14, 2022
1,400
$13.15 - $16.03 $18.4K - $22.4K
DGICA
Donegal Group Inc

Financial Services
Q1 2022 Filed on Apr 14, 2022
39
$13.13 - $14.76 $512 - $576
New Oriental Ed & Technology
Q1 2022 Filed on Apr 14, 2022
155
N/A
YPF
Ypf Sociedad Anonima

Energy
Q1 2022 Filed on Apr 14, 2022
197
$3.77 - $4.88 $743 - $961
AMWL
American Well Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
34
$3.06 - $6.19 $104 - $210
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q1 2022 Filed on Apr 14, 2022
220
$3.4 - $5.36 $748 - $1.18K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2022 Filed on Apr 14, 2022
166
$47.33 - $52.58 $7.86K - $8.73K
IXC
Ishares Tr Global Energy ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
55
$28.25 - $37.1 $1.55K - $2.04K
SPRU
Spruce Pwr Hldg Corp Com
Q1 2022 Filed on Apr 14, 2022
173
N/A
VNET
Vnet Group, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
157
$3.65 - $10.01 $573 - $1.57K
BFLY
Butterfly Network, Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
33
$3.74 - $7.55 $123 - $249
EXPI
Exp World Holdings, Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
6
$21.17 - $33.87 $127 - $203
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on Apr 14, 2022
61
$70.86 - $83.17 $4.32K - $5.07K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2022 Filed on Apr 14, 2022
126
$49.18 - $52.9 $6.2K - $6.67K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
Q1 2022 Filed on Apr 14, 2022
61
$23.22 - $24.98 $1.42K - $1.52K
HLIT
Harmonic Inc

Technology
Q1 2022 Filed on Apr 14, 2022
50
$8.68 - $12.17 $434 - $609
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
104
$5.44 - $7.28 $566 - $757
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on Apr 14, 2022
65
$51.49 - $53.86 $3.35K - $3.5K
AAXJ
Ishares Msci All Country Asia

ETFs
Q1 2022 Filed on Apr 14, 2022
133
$69.43 - $85.6 $9.23K - $11.4K
PCYO
Pure Cycle Corp

Utilities
Q1 2022 Filed on Apr 14, 2022
94
$11.51 - $14.54 $1.08K - $1.37K
Pzena Invt Mgmt Inc
Q1 2022 Filed on Apr 14, 2022
10
N/A
STAA
Staar Surgical CO

Healthcare
Q1 2022 Filed on Apr 14, 2022
35
$57.98 - $93.5 $2.03K - $3.27K
State Auto Finl Corp
Q1 2022 Filed on Apr 14, 2022
20
N/A
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2022 Filed on Apr 14, 2022
171
$36.63 - $39.83 $6.26K - $6.81K
AMK
Asset Mark Financial Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
15
$20.9 - $26.67 $314 - $400
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