Iag Wealth Partners, LLC Closed Holding Positions

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STT
State Street Corp

Financial Services
Q3 2020 Filed on Feb 11, 2021
32
$57.68 - $71.18 $1.85K - $2.28K
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
TDC
Teradata Corp

Technology
Q1 2020 Filed on Feb 11, 2021
22
$18.15 - $27.29 $399 - $600
TW
Tradeweb Markets Inc.

Financial Services
Q1 2020 Filed on Feb 11, 2021
302
$36.22 - $51.84 $10.9K - $15.7K
United Technologies
Q1 2020 Filed on Feb 11, 2021
150
N/A
VRSN
Verisign Inc

Technology
Q3 2020 Filed on Feb 11, 2021
6
$196.81 - $219.7 $1.18K - $1.32K
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
WAL
Western Alliance Bancorporation

Financial Services
Q3 2020 Filed on Feb 11, 2021
14
$30.82 - $39.75 $431 - $557
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on Feb 11, 2021
1,011
$20.08 - $30.89 $20.3K - $31.2K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
Q2 2020 Filed on Feb 11, 2021
2,300
$27.44 - $38.56 $63.1K - $88.7K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
100
$73.61 - $82.19 $7.36K - $8.22K
PINS
Pinterest, Inc.

Communication Services
Q1 2020 Filed on Feb 11, 2021
188
$10.92 - $25.2 $2.05K - $4.74K
Mylan N V
Q4 2020 Filed on Feb 11, 2021
245
N/A
MCO
Moodys Corp

Financial Services
Q3 2020 Filed on Feb 11, 2021
7
$271.15 - $304.49 $1.9K - $2.13K
MU
Micron Technology Inc

Technology
Q3 2020 Filed on Feb 11, 2021
42
$42.66 - $52.64 $1.79K - $2.21K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q2 2020 Filed on Feb 11, 2021
250
$11.0 - $18.82 $2.75K - $4.71K
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Feb 11, 2021
50
$13.75 - $34.5 $688 - $1.73K
Maxim Integrated
Q2 2020 Filed on Feb 11, 2021
24
N/A
Match Group
Q3 2020 Filed on Feb 11, 2021
50
N/A
MAN
Manpower Group Inc.

Industrials
Q3 2020 Filed on Feb 11, 2021
14
$64.66 - $78.17 $905 - $1.09K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
19
$31.77 - $43.97 $604 - $835
Laredo Petroleum
Q1 2020 Filed on Feb 11, 2021
1,000
N/A
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2020 Filed on Feb 11, 2021
8
$167.03 - $201.3 $1.34K - $1.61K
KEY
Keycorp

Financial Services
Q3 2020 Filed on Feb 11, 2021
91
$11.03 - $13.08 $1K - $1.19K
Wisdomtree Floating
Q3 2020 Filed on Feb 11, 2021
5,976
N/A
Nabors Industries
Q1 2020 Filed on Feb 11, 2021
200
N/A
Unilever N V
Q4 2020 Filed on Feb 11, 2021
400
N/A
PETQ
Pet Iq, Inc.

Healthcare
Q1 2020 Filed on Feb 11, 2021
300
$16.59 - $34.94 $4.98K - $10.5K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q3 2020 Filed on Feb 11, 2021
1,432
$6.24 - $6.75 $8.94K - $9.67K
UBER
Uber Technologies, Inc

Technology
Q1 2020 Filed on Feb 11, 2021
152
$14.82 - $41.27 $2.25K - $6.27K
DHI
Horton D R Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
11
$53.86 - $76.97 $592 - $847
Pennymac Corp 5.375 20
Q2 2020 Filed on Feb 11, 2021
10,000
N/A
PAYX
Paychex Inc

Industrials
Q2 2020 Filed on Feb 11, 2021
20
$59.55 - $80.32 $1.19K - $1.61K
OGI
Organigram Holdings Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
1,000
$1.03 - $1.65 $1.03K - $1.65K
NVEE
Nv5 Global, Inc.

Industrials
Q1 2020 Filed on Feb 11, 2021
71
$29.14 - $70.19 $2.07K - $4.98K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q2 2020 Filed on Feb 11, 2021
300
$9.03 - $12.13 $2.71K - $3.64K
NICE
Nice Ltd.

Technology
Q3 2020 Filed on Feb 11, 2021
20
$186.85 - $236.02 $3.74K - $4.72K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2020 Filed on Feb 11, 2021
96
$17.97 - $20.76 $1.73K - $1.99K
NMFC
New Mountain Finance Corp

Financial Services
Q3 2020 Filed on Feb 11, 2021
300
$8.81 - $10.61 $2.64K - $3.18K
T Mobile Us
Q3 2020 Filed on Feb 11, 2021
17
N/A
K
Kellogg CO

Consumer Defensive
Q3 2020 Filed on Feb 11, 2021
150
$61.13 - $70.94 $9.17K - $10.6K
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