Laurel Wealth Planning LLC Closed Holding Positions

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Aug 09, 2022
451
$30.84 - $38.22 $13.9K - $17.2K
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2022 Filed on Aug 09, 2022
894
$40.98 - $50.4 $36.6K - $45.1K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q2 2022 Filed on Aug 09, 2022
53
$59.38 - $59.57 $3.15K - $3.16K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q2 2022 Filed on Aug 09, 2022
306
$44.06 - $53.49 $13.5K - $16.4K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
10,263
$10.28 - $11.57 $106K - $119K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q2 2022 Filed on Aug 09, 2022
103
$69.85 - $93.21 $7.19K - $9.6K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2022 Filed on Aug 09, 2022
149
$38.28 - $53.92 $5.7K - $8.03K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q2 2022 Filed on Aug 09, 2022
72
$42.83 - $46.43 $3.08K - $3.34K
BP
Bp PLC

Energy
Q2 2022 Filed on Aug 09, 2022
1,100
$27.36 - $34.19 $30.1K - $37.6K
BNDX
Vanguard Total International B

ETFs
Q2 2022 Filed on Aug 09, 2022
14
$48.35 - $52.44 $677 - $734
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Aug 09, 2022
315
$75.37 - $81.44 $23.7K - $25.7K
BA
Boeing CO

Industrials
Q2 2022 Filed on Aug 09, 2022
250
$115.86 - $191.18 $29K - $47.8K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Aug 09, 2022
154
$26.53 - $30.53 $4.09K - $4.7K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
91
$107.21 - $111.93 $9.76K - $10.2K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
2,400
$10.9 - $12.84 $26.2K - $30.8K
GDS
Gds Holdings LTD

Technology
Q2 2022 Filed on Aug 09, 2022
56
$25.01 - $44.47 $1.4K - $2.49K
GTO
Invesco Actively Managed ETF T

ETFs
Q2 2022 Filed on Aug 09, 2022
718
$47.72 - $52.41 $34.3K - $37.6K
ICLN
Ishares

ETFs
Q2 2022 Filed on Aug 09, 2022
458
$16.82 - $22.08 $7.7K - $10.1K
IFV
First Trust Dorsey Wright Inte

ETFs
Q2 2022 Filed on Aug 09, 2022
1,359
$17.67 - $21.4 $24K - $29.1K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2022 Filed on Aug 09, 2022
6
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q2 2022 Filed on Aug 09, 2022
9,567
$9.75 - $11.43 $93.3K - $109K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
1,987
$10.84 - $12.79 $21.5K - $25.4K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Aug 09, 2022
32
$45.07 - $47.95 $1.44K - $1.53K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Aug 09, 2022
475
$103.31 - $104.87 $49.1K - $49.8K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2022 Filed on Aug 09, 2022
138
$48.73 - $49.59 $6.72K - $6.84K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2022 Filed on Aug 09, 2022
2,200
$22.84 - $24.92 $50.2K - $54.8K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 09, 2022
150
$69.84 - $121.86 $10.5K - $18.3K
PULS
Pgim ETF Tr

ETFs
Q2 2022 Filed on Aug 09, 2022
64
$49.03 - $49.24 $3.14K - $3.15K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Aug 09, 2022
1,200
$32.02 - $36.26 $38.4K - $43.5K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
2,100
$13.58 - $14.87 $28.5K - $31.2K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
Q2 2022 Filed on Aug 09, 2022
2,200
$10.96 - $12.98 $24.1K - $28.6K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Aug 09, 2022
176
$107.41 - $121.51 $18.9K - $21.4K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2022 Filed on Aug 09, 2022
80
$47.98 - $48.96 $3.84K - $3.92K
JEPI
J P Morgan Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 09, 2022
275
$52.86 - $62.23 $14.5K - $17.1K
ITW
Illinois Tool Works Inc

Industrials
Q2 2022 Filed on Aug 09, 2022
300
$178.25 - $213.01 $53.5K - $63.9K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q2 2022 Filed on Aug 09, 2022
744
$28.6 - $35.75 $21.3K - $26.6K
SO
Southern CO

Utilities
Q2 2022 Filed on Aug 09, 2022
301
$65.39 - $76.51 $19.7K - $23K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2022 Filed on Aug 09, 2022
705
$38.3 - $43.06 $27K - $30.4K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
18
$219.07 - $270.08 $3.94K - $4.86K
PML
Pimco Municipal Income Fund Ii

Financial Services
Q2 2022 Filed on Aug 09, 2022
3,000
$10.12 - $11.82 $30.4K - $35.5K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on Apr 28, 2022
20
$30.45 - $39.36 $609 - $787
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2022 Filed on Apr 28, 2022
1,133
$21.0 - $26.08 $23.8K - $29.5K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on Apr 28, 2022
2,748
$103.82 - $106.76 $285K - $293K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
Q1 2022 Filed on Apr 28, 2022
19,036
$28.03 - $33.44 $534K - $637K
Cyrusone Inc
Q1 2022 Filed on Apr 28, 2022
70
N/A
Wisdomtree Tr
Q1 2022 Filed on Apr 28, 2022
2,536
N/A
RTX
Raytheon Technologies Corp

Industrials
Q1 2022 Filed on Apr 28, 2022
86
$86.97 - $102.73 $7.48K - $8.83K
CBSH
Commerce Bancshares Inc

Financial Services
Q1 2022 Filed on Apr 28, 2022
144
$66.98 - $74.5 $9.65K - $10.7K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
Q1 2022 Filed on Apr 28, 2022
46,869
$34.21 - $39.2 $1.6M - $1.84M
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