Kellett Schaffner Wealth Advisors LLC Closed Holding Positions

Kellett Schaffner Wealth Advisors LLC

  • $144 Million
  • Q1 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
N/A
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
3,300
$70.2 - $89.17 $232K - $294K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 08, 2022
4,565
$36.97 - $49.2 $169K - $225K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Aug 08, 2022
2,800
N/A
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
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Aug 08, 2022
2,340
N/A
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q1 2022 Filed on Apr 25, 2022
4,251
N/A
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
N/A
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
N/A
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on Apr 25, 2022
3,010
$57.22 - $78.74 $172K - $237K
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