Iag Wealth Partners, LLC Closed Holding Positions

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Invesco Builders
Q1 2020 Filed on Feb 11, 2021
350
N/A
IP
International Paper CO

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
32
$31.35 - $40.62 $1K - $1.3K
INSP
Inspire Medical Systems, Inc.

Healthcare
Q1 2020 Filed on Feb 11, 2021
135
$41.62 - $89.92 $5.62K - $12.1K
HA
Hawaiian Holdings Inc

Industrials
Q1 2020 Filed on Feb 11, 2021
225
$8.63 - $30.44 $1.94K - $6.85K
HE
Hawaiian Electric Industries Inc

Utilities
Q3 2020 Filed on Feb 11, 2021
23
$32.44 - $37.47 $746 - $862
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Feb 11, 2021
52
$35.29 - $43.82 $1.84K - $2.28K
GIS
General Mills Inc

Consumer Defensive
Q3 2020 Filed on Feb 11, 2021
75
$57.32 - $65.74 $4.3K - $4.93K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
25
$48.61 - $59.27 $1.22K - $1.48K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2020 Filed on Feb 11, 2021
5
$31.87 - $57.04 $159 - $285
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q1 2020 Filed on Feb 11, 2021
4,202
$15.4 - $21.16 $64.7K - $88.9K
AZTA
Azenta, Inc.

Healthcare
Q1 2020 Filed on Feb 11, 2021
159
$22.69 - $44.14 $3.61K - $7.02K
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Feb 11, 2021
2
$535.05 - $608.0 $1.07K - $1.22K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2020 Filed on Feb 11, 2021
3,501
$7.01 - $8.47 $24.5K - $29.7K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Feb 11, 2021
9
$264.77 - $305.71 $2.38K - $2.75K
BBY
Best Buy CO Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
27
$84.9 - $117.37 $2.29K - $3.17K
Aurora Cannabis
Q2 2020 Filed on Feb 11, 2021
8,527
N/A
AWR
American States Water CO

Utilities
Q3 2020 Filed on Feb 11, 2021
17
$69.99 - $81.34 $1.19K - $1.38K
AEP
American Electric Power CO Inc

Utilities
Q3 2020 Filed on Feb 11, 2021
25
$77.82 - $89.28 $1.95K - $2.23K
AMED
Amedisys Inc

Healthcare
Q3 2020 Filed on Feb 11, 2021
13
$199.22 - $248.1 $2.59K - $3.23K
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2020 Filed on Feb 11, 2021
470
$4.0 - $21.53 $1.88K - $10.1K
CACI
Caci International Inc

Technology
Q3 2020 Filed on Feb 11, 2021
7
$194.41 - $240.34 $1.36K - $1.68K
CWT
California Water Service Group

Utilities
Q3 2020 Filed on Feb 11, 2021
36
$41.66 - $50.54 $1.5K - $1.82K
DSL
Double Line Income Solutions Fund

Financial Services
Q1 2020 Filed on Feb 11, 2021
4,598
$10.49 - $21.06 $48.2K - $96.8K
FANG
Diamondback Energy, Inc.

Energy
Q3 2020 Filed on Feb 11, 2021
15
$29.62 - $45.51 $444 - $683
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
9
$71.34 - $100.8 $642 - $907
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q2 2020 Filed on Feb 11, 2021
8
$69.94 - $132.84 $560 - $1.06K
CTVA
Corteva, Inc.

Basic Materials
Q2 2020 Filed on Feb 11, 2021
5
$22.24 - $30.65 $111 - $153
Colony Credit
Q4 2020 Filed on Feb 11, 2021
1,200
N/A
CIEN
Ciena Corp

Technology
Q3 2020 Filed on Feb 11, 2021
66
$38.82 - $60.99 $2.56K - $4.03K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
8
$124.98 - $180.29 $1K - $1.44K
LNG
Cheniere Energy, Inc.

Energy
Q2 2020 Filed on Feb 11, 2021
200
$32.0 - $51.25 $6.4K - $10.3K
CE
Celanese Corp

Basic Materials
Q3 2020 Filed on Feb 11, 2021
19
$84.07 - $114.22 $1.6K - $2.17K
CRS
Carpenter Technology Corp

Industrials
Q3 2020 Filed on Feb 11, 2021
15
$18.11 - $24.75 $272 - $371
Alps Alerian
Q1 2020 Filed on Feb 11, 2021
4,500
N/A
USMF
Wisdomtree Tr Us Multifactor F

ETFs
Q1 2020 Filed on Feb 11, 2021
929
$21.28 - $33.37 $19.8K - $31K
STT
State Street Corp

Financial Services
Q3 2020 Filed on Feb 11, 2021
32
$57.68 - $71.18 $1.85K - $2.28K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2020 Filed on Feb 11, 2021
140
$14.31 - $29.16 $2K - $4.08K
Spdr Series
Q1 2020 Filed on Feb 11, 2021
1,175
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2020 Filed on Feb 11, 2021
17
$125.85 - $153.29 $2.14K - $2.61K
SVC
Service Properties Trust

Real Estate
Q3 2020 Filed on Feb 11, 2021
39
$6.17 - $8.89 $241 - $347
Sequential Brands
Q3 2020 Filed on Feb 11, 2021
156
N/A
XLI
Industrial Sector Spdr

ETFs
Q1 2020 Filed on Feb 11, 2021
640
$48.77 - $85.23 $31.2K - $54.5K
Royal Dutch
Q3 2020 Filed on Feb 11, 2021
42
N/A
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q2 2020 Filed on Feb 11, 2021
371
$34.0 - $44.31 $12.6K - $16.4K
Raytheon Company
Q2 2020 Filed on Feb 11, 2021
15
N/A
PSA
Public Storage

Real Estate
Q2 2020 Filed on Feb 11, 2021
6
$175.97 - $211.37 $1.06K - $1.27K
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on Feb 11, 2021
1,256
$12.8 - $36.42 $16.1K - $45.7K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2020 Filed on Feb 11, 2021
17
$104.49 - $118.88 $1.78K - $2.02K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q1 2020 Filed on Feb 11, 2021
1,134
$24.35 - $37.92 $27.6K - $43K
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