Mfa Wealth Advisors, LLC Closed Holding Positions

Mfa Wealth Advisors, LLC

  • $391 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 12, 2020
21
$23.93 - $31.98 $503 - $672
STT
State Street Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
111
$57.68 - $71.18 $6.4K - $7.9K
VTR
Ventas, Inc.

Real Estate
Q3 2020 Filed on Nov 12, 2020
160
$34.27 - $45.48 $5.48K - $7.28K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
902
$11.79 - $17.13 $10.6K - $15.5K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
140
$47.67 - $58.29 $6.67K - $8.16K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q3 2020 Filed on Nov 12, 2020
158
$67.13 - $78.5 $10.6K - $12.4K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2020 Filed on Nov 12, 2020
107
$52.55 - $56.68 $5.62K - $6.06K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Nov 12, 2020
2,368
$49.44 - $54.86 $117K - $130K
IYR
Ishares Tr

ETFs
Q3 2020 Filed on Nov 12, 2020
598
$76.71 - $84.15 $45.9K - $50.3K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2020 Filed on Nov 12, 2020
250
$49.96 - $55.57 $12.5K - $13.9K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
3,391
$35.06 - $39.77 $119K - $135K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q3 2020 Filed on Nov 12, 2020
282
$60.93 - $71.38 $17.2K - $20.1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2020 Filed on Nov 12, 2020
1,948
$32.09 - $36.38 $62.5K - $70.9K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q3 2020 Filed on Nov 12, 2020
3,984
$51.99 - $58.83 $207K - $234K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2020 Filed on Nov 12, 2020
1,478
$88.13 - $89.48 $130K - $132K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q3 2020 Filed on Nov 12, 2020
142
$114.38 - $118.0 $16.2K - $16.8K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2020 Filed on Nov 12, 2020
16
$117.95 - $119.63 $1.89K - $1.91K
VTI
Vanguard Total Stock Market Et

ETFs
Q3 2020 Filed on Nov 12, 2020
70
$157.44 - $181.24 $11K - $12.7K
Invesco Exch Trd Slf Idx Fd
Q3 2020 Filed on Nov 12, 2020
20
N/A
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q3 2020 Filed on Nov 12, 2020
8,333
$60.95 - $65.87 $508K - $549K
VXF
Vanguard Extended Market ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
23
$118.34 - $135.96 $2.72K - $3.13K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
21
$141.89 - $158.84 $2.98K - $3.34K
EPR
Epr Properties

Real Estate
Q3 2020 Filed on Nov 12, 2020
83
$26.62 - $34.42 $2.21K - $2.86K
HUBG
Hub Group, Inc.

Industrials
Q3 2020 Filed on Nov 12, 2020
199
$47.42 - $54.71 $9.44K - $10.9K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
Q3 2020 Filed on Nov 12, 2020
97
N/A
TLRY
Tilray Brands, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
144
$4.7 - $8.7 $677 - $1.25K
VDE
Vanguard Energy ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
137
$40.31 - $52.03 $5.52K - $7.13K
VV
Vanguard Large Cap ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
47,665
$144.11 - $166.66 $6.87M - $7.94M
HI
Hillenbrand, Inc.

Industrials
Q3 2020 Filed on Nov 12, 2020
247
$25.05 - $33.94 $6.19K - $8.38K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q3 2020 Filed on Nov 12, 2020
1,791
$29.85 - $32.42 $53.5K - $58.1K
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
15
$206.85 - $237.74 $3.1K - $3.57K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2020 Filed on Nov 12, 2020
75
$30.04 - $32.09 $2.25K - $2.41K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 13, 2020
15,796
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2020 Filed on Apr 09, 2020
112,912
$39.85 - $66.69 $4.5M - $7.53M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 09, 2020
305,525
$29.7 - $55.41 $9.07M - $16.9M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2020 Filed on Apr 09, 2020
174,122
$21.02 - $39.9 $3.66M - $6.95M
MVBF
Mvb Financial Corp

Financial Services
Q1 2020 Filed on Apr 09, 2020
21,428
$9.0 - $23.99 $193K - $514K
REET
Ishares Global Reit ETF

ETFs
Q4 2019 Filed on Jan 23, 2020
150,685
$26.72 - $28.85 $4.03M - $4.35M
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2019 Filed on Aug 06, 2019
3,548
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2019 Filed on Aug 06, 2019
115,888
N/A
IEFA
Ishares Tr

ETFs
Q2 2019 Filed on Aug 06, 2019
4,082
$59.39 - $62.73 $242K - $256K
Ssga Active ETF Tr
Q1 2019 Filed on Apr 29, 2019
3,117
N/A
GAL
Ssga Active ETF Tr

ETFs
Q1 2019 Filed on Apr 29, 2019
11,012
N/A
INFY
Infosys LTD

Technology
Q1 2019 Filed on Apr 29, 2019
11,490
$9.47 - $11.06 $109K - $127K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q3 2018 Filed on Nov 14, 2018
10,296
N/A
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
10,378
$65.6 - $70.36 $681K - $730K
IOO
Ishares Tr Global 100 ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
7,732
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
7,344
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
12,086
N/A
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