Keeler & Nadler Financial Planning & Wealth Management Closed Holding Positions

Keeler & Nadler Financial Planning & Wealth Management

  • $205 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AGL
Agilon Health, Inc.

Healthcare
Q4 2023 Filed on Oct 03, 2024
11,683
$10.62 - $19.8 $124K - $231K
PAUG
Innovator U.S. Equity Power Bu

ETFs
Q1 2024 Filed on Oct 03, 2024
6,033
$32.98 - $35.38 $199K - $213K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2024 Filed on Oct 03, 2024
5,814
$47.38 - $47.91 $275K - $279K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q4 2022 Filed on Oct 03, 2024
1,122
$73.18 - $169.88 $82.1K - $191K
TSLA
Tesla, Inc.

Consumer Cyclical
Q4 2022 Filed on Oct 03, 2024
295
$109.1 - $249.44 $32.2K - $73.6K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q4 2023 Filed on Oct 03, 2024
26,086
N/A
MMT
Mfs Multimarket Income Trust

Financial Services
Q4 2022 Filed on Oct 03, 2024
12,339
$4.16 - $4.65 $51.3K - $57.4K
PSR
Invesco Actively

ETFs
Q4 2023 Filed on Oct 03, 2024
2,535
$74.46 - $92.44 $189K - $234K
PJUN
Innovator U.S. Equity Power Bu

ETFs
Q4 2023 Filed on Oct 03, 2024
7,396
$30.66 - $33.38 $227K - $247K
PEP
Pepsico Inc

Consumer Defensive
Q2 2024 Filed on Oct 03, 2024
1,146
$163.33 - $183.11 $187K - $210K
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