Intelligent Financial Strategies Closed Holding Positions

Intelligent Financial Strategies

  • $176 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q2 2022 Filed on Aug 08, 2022
1,675
$58.27 - $68.4 $97.6K - $115K
LNT
Alliant Energy Corp

Utilities
Q2 2022 Filed on Aug 08, 2022
500
$54.75 - $65.16 $27.4K - $32.6K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2022 Filed on Aug 08, 2022
553
$42.25 - $49.24 $23.4K - $27.2K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2022 Filed on Aug 08, 2022
212
$96.26 - $126.23 $20.4K - $26.8K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
265
$57.72 - $65.01 $15.3K - $17.2K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2022 Filed on Aug 08, 2022
101
$112.61 - $135.91 $11.4K - $13.7K
KMI
Kinder Morgan, Inc.

Energy
Q2 2022 Filed on Aug 08, 2022
668
$16.05 - $20.14 $10.7K - $13.5K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 08, 2022
183
$36.97 - $49.2 $6.77K - $9K
BDX
Becton Dickinson & CO

Healthcare
Q2 2022 Filed on Aug 08, 2022
19
$234.74 - $275.42 $4.46K - $5.23K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Aug 08, 2022
12
$101.86 - $134.9 $1.22K - $1.62K
MCO
Moodys Corp

Financial Services
Q2 2022 Filed on Aug 08, 2022
528
$253.64 - $343.38 $134K - $181K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
105
$57.51 - $145.19 $6.04K - $15.2K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q2 2022 Filed on Aug 08, 2022
194
$126.33 - $165.01 $24.5K - $32K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
294
$69.84 - $121.86 $20.5K - $35.8K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 08, 2022
4,762
$93.29 - $138.58 $444K - $660K
META
Meta Platforms, Inc.

Communication Services
Q2 2022 Filed on Aug 08, 2022
1,955
$155.85 - $233.89 $305K - $457K
INTU
Intuit Inc

Technology
Q2 2022 Filed on Aug 08, 2022
535
$353.31 - $505.65 $189K - $271K
SYK
Stryker Corp

Healthcare
Q2 2022 Filed on Aug 08, 2022
592
$194.09 - $276.37 $115K - $164K
IXUS
Ishares Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
2,450
$56.25 - $67.81 $138K - $166K
UL
Unilever PLC

Consumer Defensive
Q2 2022 Filed on Aug 08, 2022
2,570
$43.05 - $48.33 $111K - $124K
SPGI
S&P Global Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
164
$316.03 - $414.99 $51.8K - $68.1K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q2 2022 Filed on Aug 08, 2022
228
$110.94 - $155.53 $25.3K - $35.5K
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Aug 08, 2022
194
$224.72 - $268.62 $43.6K - $52.1K
Nasdaq 100
Q2 2022 Filed on Aug 08, 2022
162
N/A
Royal Dutch Shell
Q1 2022 Filed on Apr 25, 2022
1
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 25, 2022
24
$53.73 - $82.16 $1.29K - $1.97K
LYFT
Lyft, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
550
$34.48 - $44.95 $19K - $24.7K
ASML
Asml Holding Nv

Technology
Q1 2022 Filed on Apr 25, 2022
10
$573.04 - $797.49 $5.73K - $7.97K
UBER
Uber Technologies, Inc

Technology
Q1 2022 Filed on Apr 25, 2022
505
$28.57 - $44.42 $14.4K - $22.4K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on Apr 25, 2022
9,435
$81.03 - $87.06 $765K - $821K
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