Glassman Wealth Services Closed Holding Positions

Glassman Wealth Services

  • $585 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LUNG
Pulmonx Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
15
$29.72 - $45.1 $446 - $677
RMAX
Re/Max Holdings, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
24
$26.61 - $32.56 $639 - $781
SLQT
Select Quote, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
197
$8.55 - $13.97 $1.68K - $2.75K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Feb 14, 2022
5
$35.97 - $36.6 $180 - $183
STEM
Stem, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
30
$17.56 - $26.65 $527 - $800
TCMD
Tactile Systems Technology Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
14
$18.98 - $45.93 $266 - $643
VMD
Viemed Healthcare, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
102
$4.98 - $6.08 $508 - $620
VITL
Vital Farms, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
34
$16.35 - $20.03 $556 - $681
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 10, 2021
289
N/A
Cimarex Energy CO
Q3 2021 Filed on Nov 10, 2021
116
N/A
L Brands Inc
Q3 2021 Filed on Nov 10, 2021
110
N/A
Weingarten Rlty Invs
Q3 2021 Filed on Nov 10, 2021
696
N/A
Grace W R & CO Del New
Q3 2021 Filed on Nov 10, 2021
112,814
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2021 Filed on Nov 10, 2021
99
$36.67 - $39.02 $3.63K - $3.86K
HYG
Ishares Tr

ETFs
Q3 2021 Filed on Nov 10, 2021
4
$86.98 - $88.14 $348 - $353
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 10, 2021
331
N/A
JRVR
James River Group Holdings, Ltd.

Financial Services
Q3 2021 Filed on Nov 10, 2021
63
$32.97 - $38.76 $2.08K - $2.44K
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2021 Filed on Nov 10, 2021
47
$188.62 - $227.64 $8.87K - $10.7K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q3 2021 Filed on Nov 10, 2021
4,897
$9.97 - $11.42 $48.8K - $55.9K
Cadence Bancorporation
Q3 2021 Filed on Nov 10, 2021
73
N/A
Cincinnati Bell Inc New
Q3 2021 Filed on Nov 10, 2021
191
N/A
GNE
Genie Energy Ltd.

Utilities
Q3 2021 Filed on Nov 10, 2021
157
$5.64 - $6.87 $885 - $1.08K
Qts Rlty Tr Inc
Q3 2021 Filed on Nov 10, 2021
27
N/A
Boston Private Finl Hldgs In
Q3 2021 Filed on Nov 10, 2021
102
N/A
FMNB
Farmers National Banc Corp

Financial Services
Q3 2021 Filed on Nov 10, 2021
8
$14.65 - $15.94 $117 - $128
FLCH
Franklin Templeton ETF Tr

ETFs
Q3 2021 Filed on Nov 10, 2021
412
$26.19 - $32.17 $10.8K - $13.3K
Slack Technologies Inc
Q3 2021 Filed on Nov 10, 2021
559
N/A
SFE
Safeguard Scientifics Inc

Financial Services
Q3 2021 Filed on Nov 10, 2021
18
$7.4 - $8.88 $133 - $160
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Nov 10, 2021
1
N/A
MTLS
Materialise Nv

Technology
Q3 2021 Filed on Nov 10, 2021
151
$19.35 - $25.03 $2.92K - $3.78K
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 10, 2021
2,000
N/A
CMCO
Columbus Mckinnon Corp

Industrials
Q3 2021 Filed on Nov 10, 2021
3
$42.48 - $49.17 $127 - $148
FUNC
First United Corp

Financial Services
Q3 2021 Filed on Nov 10, 2021
20
$16.31 - $19.05 $326 - $381
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q3 2021 Filed on Nov 10, 2021
60
$14.89 - $16.93 $893 - $1.02K
SRI
Stoneridge Inc

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
12
$19.86 - $29.54 $238 - $354
TIG
Trean Insurance Group, Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
72
$9.0 - $15.28 $648 - $1.1K
Vg Acquisition Corp
Q3 2021 Filed on Nov 10, 2021
470
N/A
CNBS
Amplify ETF Tr Seymour Cannabi

ETFs
Q3 2021 Filed on Nov 10, 2021
100
$18.89 - $25.92 $1.89K - $2.59K
VXX
Barclays Bank PLC

ETFs
Q3 2021 Filed on Nov 10, 2021
300
$24.58 - $34.91 $7.37K - $10.5K
BCC
Boise Cascade CO

Basic Materials
Q3 2021 Filed on Nov 10, 2021
3
$47.76 - $59.39 $143 - $178
Brookfield Asset Mgmt Reins
Q3 2021 Filed on Nov 10, 2021
22
N/A
ENVA
Enova International, Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
50
$30.45 - $35.25 $1.52K - $1.76K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
Q3 2021 Filed on Nov 10, 2021
34
$21.41 - $23.45 $728 - $797
FOA
Finance Of America Companies Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
42
$4.84 - $7.64 $203 - $321
GLPG
Galapagos Nv

Healthcare
Q3 2021 Filed on Nov 10, 2021
4
$52.17 - $70.2 $209 - $281
GENC
Gencor Industries Inc

Industrials
Q3 2021 Filed on Nov 10, 2021
60
$10.95 - $11.94 $657 - $716
Mackinac Finl Corp
Q3 2021 Filed on Nov 10, 2021
88
N/A
PRDO
Perdoceo Education Corp

Consumer Defensive
Q3 2021 Filed on Nov 10, 2021
9
$10.45 - $12.41 $94.1 - $112
CXM
Sprinklr, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
500
$15.38 - $22.37 $7.69K - $11.2K
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