M Holdings Securities, Inc. Closed Holding Positions

M Holdings Securities, Inc.

  • $398 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2020 Filed on Nov 16, 2020
21,211
$25.1 - $26.1 $532K - $554K
BGNE
Bei Gene, Ltd.

Healthcare
Q3 2020 Filed on Nov 16, 2020
10,390
$189.18 - $286.44 $1.97M - $2.98M
ENV
Envestnet, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
10,144
$74.11 - $89.04 $752K - $903K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
11,960
$36.17 - $44.53 $433K - $533K
DHT
Dht Holdings, Inc.

Energy
Q3 2020 Filed on Nov 16, 2020
162,592
$5.02 - $6.25 $816K - $1.02M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q2 2020 Filed on Aug 21, 2020
42,820
$8.89 - $17.33 $381K - $742K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
Q2 2020 Filed on Aug 21, 2020
93,265
$49.68 - $51.09 $4.63M - $4.76M
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q2 2020 Filed on Aug 21, 2020
65,210
$24.88 - $30.65 $1.62M - $2M
Alps ETF Tr
Q2 2020 Filed on Aug 21, 2020
111,208
N/A
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q2 2020 Filed on Aug 21, 2020
81,572
$33.24 - $48.98 $2.71M - $4M
SH
Proshares Short S&P500 New (De

ETFs
Q2 2020 Filed on Aug 21, 2020
76,713
$21.58 - $28.93 $1.66M - $2.22M
STOT
Spdr Doubleline Short Duration

ETFs
Q2 2020 Filed on Aug 21, 2020
76,980
$48.14 - $49.67 $3.71M - $3.82M
IDEV
Ishares Core Msci Intl Develop

ETFs
Q2 2020 Filed on Aug 21, 2020
40,482
$42.25 - $54.22 $1.71M - $2.19M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
Q2 2020 Filed on Aug 21, 2020
24,442
$19.6 - $26.63 $479K - $651K
Franklin Finl Network Inc
Q2 2020 Filed on Aug 21, 2020
29,509
N/A
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2020 Filed on Aug 21, 2020
15,940
$37.38 - $47.13 $596K - $751K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 21, 2020
11,016
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2020 Filed on Aug 21, 2020
41,430
$77.94 - $91.58 $3.23M - $3.79M
NHC
National Healthcare Corp

Healthcare
Q2 2020 Filed on Aug 21, 2020
242,831
$58.41 - $80.51 $14.2M - $19.6M
NHI
National Health Investors Inc

Real Estate
Q2 2020 Filed on Aug 21, 2020
187,967
$37.6 - $68.11 $7.07M - $12.8M
FNB
Fnb Corp

Financial Services
Q2 2020 Filed on Aug 21, 2020
35,506
$6.26 - $9.51 $222K - $338K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q2 2020 Filed on Aug 21, 2020
103,310
$24.94 - $25.95 $2.58M - $2.68M
TTAC
Fcf Us Quality ETF

ETFs
Q2 2020 Filed on Aug 21, 2020
45,320
$29.42 - $38.2 $1.33M - $1.73M
BFB
Brown Forman Corp Cl B
Q2 2020 Filed on Aug 21, 2020
12,672
N/A
DCI
Donaldson CO Inc

Industrials
Q2 2020 Filed on Aug 21, 2020
39,811
$35.74 - $51.42 $1.42M - $2.05M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
Q2 2020 Filed on Aug 21, 2020
140,492
$23.34 - $23.5 $3.28M - $3.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q2 2020 Filed on Aug 21, 2020
49,315
$53.21 - $55.79 $2.62M - $2.75M
World Gold Tr
Q2 2020 Filed on Aug 21, 2020
221,595
N/A
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
Q2 2020 Filed on Aug 21, 2020
69,220
$18.97 - $25.83 $1.31M - $1.79M
PDN
Invesco Fd Tr

ETFs
Q2 2020 Filed on Aug 21, 2020
10,547
$21.93 - $29.32 $231K - $309K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q2 2020 Filed on Aug 21, 2020
10,218
$28.94 - $37.58 $296K - $384K
United Technologies Corp
Q2 2020 Filed on Aug 21, 2020
46,554
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2020 Filed on Aug 21, 2020
73,869
$81.78 - $83.12 $6.04M - $6.14M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2020 Filed on Aug 21, 2020
22,607
$31.21 - $38.76 $706K - $876K
Global X Fds
Q2 2020 Filed on Aug 21, 2020
127,735
N/A
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
Q2 2020 Filed on Aug 21, 2020
36,956
$24.15 - $26.52 $892K - $980K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2020 Filed on Aug 21, 2020
19,627
$16.54 - $23.54 $325K - $462K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2020 Filed on Aug 21, 2020
17,849
$14.93 - $18.57 $266K - $331K
ISMD
Northern Lts Fd Tr Iv

ETFs
Q2 2020 Filed on Aug 21, 2020
70,451
$17.47 - $25.13 $1.23M - $1.77M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2020 Filed on Aug 21, 2020
39,444
$47.65 - $49.55 $1.88M - $1.95M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
Q2 2020 Filed on Aug 21, 2020
75,458
$20.04 - $28.94 $1.51M - $2.18M
BAND
Bandwidth Inc.

Technology
Q2 2020 Filed on Aug 21, 2020
40,665
$63.61 - $129.35 $2.59M - $5.26M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2020 Filed on Aug 21, 2020
67,576
$50.12 - $51.49 $3.39M - $3.48M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2020 Filed on Aug 21, 2020
81,330
$91.52 - $91.58 $7.44M - $7.45M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
38,326
$3.42 - $8.36 $131K - $320K
Ubs Ag London Brh
Q1 2020 Filed on May 13, 2020
16,018
N/A
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2020 Filed on May 13, 2020
15,398
$26.39 - $47.49 $406K - $731K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q1 2020 Filed on May 13, 2020
16,500
$17.55 - $75.83 $290K - $1.25M
Taubman Ctrs Inc
Q1 2020 Filed on May 13, 2020
10,400
N/A
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