Greenwich Wealth Management LLC Closed Holding Positions

Greenwich Wealth Management LLC

  • $1.47 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2022 Filed on Aug 08, 2022
744
$232.1 - $292.26 $173K - $217K
NUE
Nucor Corp

Basic Materials
Q2 2022 Filed on Aug 08, 2022
1,476
$104.41 - $175.59 $154K - $259K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2022 Filed on Aug 08, 2022
3,525
$52.36 - $63.05 $185K - $222K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q2 2022 Filed on Aug 08, 2022
37,950
$8.55 - $9.6 $324K - $364K
DHR
Danaher Corp

Healthcare
Q2 2022 Filed on Aug 08, 2022
833
$237.11 - $299.66 $198K - $250K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
4,301
$56.85 - $68.24 $245K - $294K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
28,927
$14.98 - $16.89 $433K - $489K
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2022 Filed on Aug 08, 2022
3,000
$73.93 - $80.82 $222K - $242K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2022 Filed on Aug 08, 2022
7,217
$27.72 - $33.09 $200K - $239K
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Aug 08, 2022
2,194
$94.62 - $134.53 $208K - $295K
Deutsche Bk Ag London Brh
Q1 2022 Filed on May 11, 2022
11,390
N/A
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
10,630
$13.99 - $17.78 $149K - $189K
Wisdomtree Trust
Q1 2022 Filed on May 11, 2022
4,610
N/A
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 11, 2022
2,225
$52.29 - $96.99 $116K - $216K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2022 Filed on May 11, 2022
321
$466.52 - $631.01 $150K - $203K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on May 11, 2022
3,138
$58.73 - $67.49 $184K - $212K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
1,091
$177.34 - $221.73 $193K - $242K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on May 11, 2022
6,766
$71.88 - $80.4 $486K - $544K
ENTG
Entegris Inc

Technology
Q1 2022 Filed on May 11, 2022
1,466
$109.73 - $140.83 $161K - $206K
WAL
Western Alliance Bancorporation

Financial Services
Q1 2022 Filed on May 11, 2022
2,053
$77.48 - $122.35 $159K - $251K
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 11, 2022
1,023
$164.78 - $208.13 $169K - $213K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2022 Filed on May 11, 2022
2,485
$72.15 - $91.58 $179K - $228K
Alps ETF Tr
Q1 2022 Filed on May 11, 2022
10,505
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2022 Filed on May 11, 2022
12,343
$15.86 - $21.84 $196K - $270K
EVF
Eaton Vance Senior Income Trust

Financial Services
Q1 2022 Filed on May 11, 2022
41,783
$6.07 - $7.0 $254K - $292K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on May 11, 2022
5,509
$118.44 - $131.22 $652K - $723K
ITB
Ishares Tr

ETFs
Q1 2022 Filed on May 11, 2022
3,849
$59.26 - $81.62 $228K - $314K
Blackstone Group L P
Q1 2022 Filed on May 11, 2022
40,842
N/A
Claymore Exchange Trd Fd Tr
Q1 2022 Filed on May 11, 2022
25,138
N/A
Armour Residential Reit Inc
Q4 2021 Filed on Jan 28, 2022
12,300
N/A
Ishares
Q4 2021 Filed on Jan 28, 2022
6,071
N/A
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 28, 2022
15,582
$32.38 - $36.23 $505K - $565K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q4 2021 Filed on Jan 28, 2022
5,490
$40.93 - $54.57 $225K - $300K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Jan 28, 2022
6,374
$39.23 - $54.4 $250K - $347K
American Tower Corp
Q4 2021 Filed on Jan 28, 2022
3,682
N/A
Cree Inc
Q4 2021 Filed on Jan 28, 2022
28,050
N/A
HUBS
Hubspot Inc

Technology
Q4 2021 Filed on Jan 28, 2022
513
$633.79 - $852.08 $325K - $437K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
1,836
$145.08 - $221.87 $266K - $407K
L Brands Inc
Q3 2021 Filed on Oct 19, 2021
3,197
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
1,579
$127.3 - $130.61 $201K - $206K
ICLN
Ishares

ETFs
Q3 2021 Filed on Oct 19, 2021
22,998
$21.65 - $23.79 $498K - $547K
ENSG
Ensign Group, Inc

Healthcare
Q3 2021 Filed on Oct 19, 2021
4,254
$74.89 - $89.32 $319K - $380K
BGB
Blackstone Strategic Credit Fund

Financial Services
Q2 2021 Filed on Jul 27, 2021
10,230
$13.31 - $13.93 $136K - $143K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2021 Filed on Jul 27, 2021
12,560
$88.83 - $95.54 $1.12M - $1.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2021 Filed on Jul 27, 2021
13,655
$77.33 - $82.83 $1.06M - $1.13M
M
Macy'S, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
16,803
$15.72 - $19.62 $264K - $330K
GNTX
Gentex Corp

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
5,918
$31.66 - $36.53 $187K - $216K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
1,596
$156.59 - $224.03 $250K - $358K
Citigroup Inc
Q2 2021 Filed on Jul 27, 2021
2,880
N/A
Track This Portfolio

Track Greenwich Wealth Management LLC Portfolio

Follow Greenwich Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenwich Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenwich Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email