Greystone Financial Group, LLC Closed Holding Positions

Greystone Financial Group, LLC

  • $557 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AADR
Advisorshares Dorsey Wright Ad

ETFs
Q2 2021 Filed on Aug 13, 2021
14,314
$62.13 - $68.21 $889K - $976K
MA
Mastercard Inc

Financial Services
Q1 2021 Filed on May 13, 2021
20,549
$315.49 - $384.38 $6.48M - $7.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2021 Filed on May 13, 2021
105,185
$81.26 - $92.2 $8.55M - $9.7M
New Oriental Ed & Technology
Q1 2021 Filed on May 13, 2021
3,560
N/A
TER
Teradyne, Inc

Technology
Q1 2021 Filed on May 13, 2021
17,762
$104.2 - $143.64 $1.85M - $2.55M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on May 13, 2021
20,302
$124.29 - $128.12 $2.52M - $2.6M
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on May 13, 2021
6,183
$83.5 - $98.47 $516K - $609K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2021 Filed on May 13, 2021
29,312
$68.09 - $73.16 $2M - $2.14M
ACN
Accenture PLC

Technology
Q1 2021 Filed on May 13, 2021
29,666
$241.92 - $280.77 $7.18M - $8.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2021 Filed on May 13, 2021
21,196
$112.92 - $122.16 $2.39M - $2.59M
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 13, 2021
47,717
$36.13 - $37.14 $1.72M - $1.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2021 Filed on May 13, 2021
2,002
$230.04 - $254.69 $461K - $510K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2021 Filed on May 13, 2021
75,954
$51.68 - $57.96 $3.93M - $4.4M
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2021 Filed on May 13, 2021
33,890
$125.98 - $142.4 $4.27M - $4.83M
AMAT
Applied Materials Inc

Technology
Q1 2021 Filed on May 13, 2021
110,635
$86.87 - $133.6 $9.61M - $14.8M
JBL
Jabil Inc

Technology
Q1 2021 Filed on May 13, 2021
40,496
$41.37 - $52.16 $1.68M - $2.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2021 Filed on May 13, 2021
2,692
$96.94 - $112.05 $261K - $302K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on May 13, 2021
14,653
$101.91 - $102.15 $1.49M - $1.5M
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
5,839
$112.1 - $148.98 $655K - $870K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2021 Filed on May 13, 2021
2,198
$95.27 - $111.97 $209K - $246K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2021 Filed on May 13, 2021
4,444
$43.31 - $46.8 $192K - $208K
LNG
Cheniere Energy, Inc.

Energy
Q1 2021 Filed on May 13, 2021
9,997
$58.91 - $76.13 $589K - $761K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2021 Filed on May 13, 2021
69,710
$58.58 - $62.75 $4.08M - $4.37M
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 13, 2021
6,897
$27.96 - $32.55 $193K - $224K
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