Iag Wealth Partners, LLC Closed Holding Positions

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PBSM
Invesco ETF Tr Ii Purebeta Msc

ETFs
Q1 2023 Filed on Apr 25, 2023
14,826
$31.48 - $36.47 $467K - $541K
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Aug 03, 2022
69
$84.66 - $98.11 $5.84K - $6.77K
Zynga Inc
Q2 2022 Filed on Aug 03, 2022
300
N/A
John Hancock
Q2 2022 Filed on Aug 03, 2022
150
N/A
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q2 2022 Filed on Aug 03, 2022
189
$79.2 - $114.46 $15K - $21.6K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Aug 03, 2022
2,229
$24.32 - $27.85 $54.2K - $62.1K
XSMO
Invesco S&P Smallcap Momentum

ETFs
Q2 2022 Filed on Aug 03, 2022
731
$43.28 - $52.54 $31.6K - $38.4K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2022 Filed on Aug 03, 2022
362
$49.84 - $51.62 $18K - $18.7K
CLX
Clorox CO

Consumer Defensive
Q2 2022 Filed on Aug 03, 2022
8
$122.57 - $158.28 $981 - $1.27K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2022 Filed on Aug 03, 2022
2,235
$45.73 - $49.5 $102K - $111K
EFV
Msci Eafe Value ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
833
$43.33 - $50.78 $36.1K - $42.3K
Golden Nugget
Q2 2022 Filed on Aug 03, 2022
7
N/A
OGE
Oge Energy Corp.

Utilities
Q2 2022 Filed on Aug 03, 2022
152
$35.01 - $42.33 $5.32K - $6.43K
MMLP
Martin Midstream Partners L.P.

Energy
Q2 2022 Filed on Aug 03, 2022
300
$3.63 - $5.74 $1.09K - $1.72K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Aug 03, 2022
5,963
$43.6 - $47.89 $260K - $286K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q2 2022 Filed on Aug 03, 2022
33
$51.96 - $83.1 $1.71K - $2.74K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2022 Filed on Aug 03, 2022
500
$7.35 - $8.71 $3.68K - $4.36K
WSBF
Waterstone Financial, Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
549
$16.06 - $19.14 $8.82K - $10.5K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Aug 03, 2022
43
$85.79 - $147.87 $3.69K - $6.36K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
3,143
$10.22 - $11.77 $32.1K - $37K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2022 Filed on Aug 03, 2022
1,077
$22.84 - $24.92 $24.6K - $26.8K
XYL
Xylem Inc.

Industrials
Q2 2022 Filed on Aug 03, 2022
13
$72.91 - $90.3 $948 - $1.17K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Aug 03, 2022
197
$44.6 - $58.78 $8.79K - $11.6K
DOV
Dover Corp

Industrials
Q2 2022 Filed on Aug 03, 2022
12
$117.29 - $158.55 $1.41K - $1.9K
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Aug 03, 2022
16
$97.82 - $115.43 $1.57K - $1.85K
EXPD
Expeditors International Of Washington Inc

Industrials
Q2 2022 Filed on Aug 03, 2022
10
$94.22 - $114.83 $942 - $1.15K
MAS
Masco Corp

Industrials
Q2 2022 Filed on Aug 03, 2022
14
$47.26 - $57.84 $662 - $810
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 03, 2022
3
$221.47 - $269.82 $664 - $809
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
10
$151.48 - $184.7 $1.51K - $1.85K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2022 Filed on Aug 03, 2022
9
$106.09 - $155.76 $955 - $1.4K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 03, 2022
145
$28.63 - $75.86 $4.15K - $11K
WAT
Waters Corp

Healthcare
Q2 2022 Filed on Aug 03, 2022
3
$288.88 - $342.75 $867 - $1.03K
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Aug 03, 2022
3
$32.77 - $42.22 $98.3 - $127
MBB
Ishares Tr

ETFs
Q2 2022 Filed on Aug 03, 2022
357
$94.4 - $101.46 $33.7K - $36.2K
AVIG
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 03, 2022
624
$41.75 - $45.27 $26.1K - $28.2K
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
141
$64.68 - $79.93 $9.12K - $11.3K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 03, 2022
149
$88.4 - $105.81 $13.2K - $15.8K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2022 Filed on Aug 03, 2022
512
$39.7 - $46.11 $20.3K - $23.6K
BRF
Vaneck ETF Tr Vaneck Brazil Sm

ETFs
Q1 2022 Filed on May 04, 2022
480
$14.61 - $20.37 $7.01K - $9.78K
TIGO
Millicom International Cellular Sa

Communication Services
Q1 2022 Filed on May 04, 2022
260
$20.09 - $29.31 $5.22K - $7.62K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 04, 2022
244
$44.04 - $57.61 $10.7K - $14.1K
WATT
Energous Corp

Technology
Q1 2022 Filed on May 04, 2022
1,000
$1.0 - $1.32 $1K - $1.32K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
Q1 2022 Filed on May 04, 2022
0
$5.12 - $5.75 $0 - $0
JEMD
Nuveen Emerging Markets Debt 2022 Target Term Fund

Financial Services
Q1 2022 Filed on May 04, 2022
887
$6.71 - $7.58 $5.95K - $6.72K
Kirkland Lake
Q1 2022 Filed on May 04, 2022
97
N/A
XT
Ishares Tr Exponential Technol

ETFs
Q1 2022 Filed on May 04, 2022
974
$53.33 - $66.42 $51.9K - $64.7K
ENG
Englobal Corp

Industrials
Q1 2022 Filed on May 04, 2022
500
$0.84 - $2.17 $420 - $1.09K
LPI
Laredo Petroleum, Inc.

Energy
Q1 2022 Filed on May 04, 2022
375
$62.24 - $83.63 $23.3K - $31.4K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q1 2022 Filed on May 04, 2022
839
$46.39 - $59.58 $38.9K - $50K
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