Kellett Schaffner Wealth Advisors LLC Closed Holding Positions

Kellett Schaffner Wealth Advisors LLC

  • $107 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
258,405
$29.18 - $34.2 $7.54M - $8.84M
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Aug 08, 2022
3,722
$73.54 - $90.55 $274K - $337K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 08, 2022
4,565
$36.97 - $49.2 $169K - $225K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Aug 08, 2022
2,340
$62.81 - $96.09 $147K - $225K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Aug 08, 2022
2,800
$57.67 - $80.77 $161K - $226K
Gabelli Util Tr
Q2 2022 Filed on Aug 08, 2022
51,604
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on Aug 08, 2022
5,380
$28.97 - $44.73 $156K - $241K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
175,347
$49.77 - $50.57 $8.73M - $8.87M
SNDL
Sundial Growers Inc.

Healthcare
Q1 2022 Filed on Apr 25, 2022
11,000
$4.32 - $8.12 $47.5K - $89.3K
HNDL
Strategy Shs

ETFs
Q1 2022 Filed on Apr 25, 2022
13,150
$22.88 - $26.0 $301K - $342K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q1 2022 Filed on Apr 25, 2022
4,251
$73.61 - $78.14 $313K - $332K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
3,761
$79.97 - $86.97 $301K - $327K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on Apr 25, 2022
1,199
$302.28 - $393.09 $362K - $471K
HTGM
Htg Molecular Diagnostics, Inc

Healthcare
Q1 2022 Filed on Apr 25, 2022
11,333
$1.39 - $5.51 $15.8K - $62.4K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on Apr 25, 2022
3,150
$53.94 - $70.26 $170K - $221K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on Apr 25, 2022
5,640
$22.98 - $41.0 $130K - $231K
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