Monumental Financial Group Inc. Closed Holding Positions

Monumental Financial Group Inc.

  • $269 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AMGN
Amgen Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
32
$230.71 - $256.74 $7.38K - $8.22K
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Jul 28, 2022
85
$37.91 - $48.11 $3.22K - $4.09K
GXTG
Global X Fds Thematic Growth E

ETFs
Q2 2022 Filed on Jul 28, 2022
728
$28.05 - $38.46 $20.4K - $28K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 28, 2022
200
$219.07 - $270.08 $43.8K - $54K
ORCL
Oracle Corp

Technology
Q2 2022 Filed on Jul 28, 2022
40
$64.05 - $84.07 $2.56K - $3.36K
CSCO
Cisco Systems, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
76
$41.72 - $55.87 $3.17K - $4.25K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Jul 28, 2022
315
$107.41 - $121.51 $33.8K - $38.3K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 28, 2022
13
$17.92 - $21.32 $233 - $277
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2022 Filed on Jul 28, 2022
550
$22.01 - $23.84 $12.1K - $13.1K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2022 Filed on Jul 28, 2022
20
$102.76 - $125.99 $2.06K - $2.52K
LIT
Global X Fds Global X Lithium

ETFs
Q2 2022 Filed on Jul 28, 2022
146
$61.71 - $80.05 $9.01K - $11.7K
NANR
Spdr Index Shs Fds S&P North A

ETFs
Q2 2022 Filed on Jul 28, 2022
521
$48.34 - $61.6 $25.2K - $32.1K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Jul 28, 2022
133
$36.58 - $70.5 $4.87K - $9.38K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
70
$81.09 - $119.62 $5.68K - $8.37K
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2022 Filed on Jul 28, 2022
1
$121.73 - $138.59 $122 - $139
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q2 2022 Filed on Jul 28, 2022
1,695
$22.34 - $25.22 $37.9K - $42.7K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2022 Filed on May 11, 2022
6,600
$50.6 - $52.11 $334K - $344K
Sallie Mae Bk Murray Utah Cd
Q3 2021 Filed on Oct 18, 2021
66
N/A
GLD
Spdr Gold Trust

ETFs
Q3 2021 Filed on Oct 18, 2021
150
$161.32 - $171.17 $24.2K - $25.7K
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Oct 18, 2021
105
$65.37 - $89.39 $6.86K - $9.39K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 18, 2021
2
$55.26 - $67.08 $111 - $134
RGA
Reinsurance Group Of America Inc

Financial Services
Q3 2021 Filed on Oct 18, 2021
22
$105.75 - $121.73 $2.33K - $2.68K
O
Realty Income Corp

Real Estate
Q3 2021 Filed on Oct 18, 2021
313
$62.85 - $70.43 $19.7K - $22K
PG
Procter & Gamble CO

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
350
$135.24 - $145.68 $47.3K - $51K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
300
$94.79 - $106.1 $28.4K - $31.8K
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Oct 18, 2021
56
$28.63 - $35.64 $1.6K - $2K
SYK
Stryker Corp

Healthcare
Q3 2021 Filed on Oct 18, 2021
57
$248.9 - $280.09 $14.2K - $16K
TRP
Tc Energy Corp

Energy
Q3 2021 Filed on Oct 18, 2021
102
$45.72 - $50.43 $4.66K - $5.14K
TYL
Tyler Technologies Inc

Technology
Q3 2021 Filed on Oct 18, 2021
370
$453.1 - $497.85 $168K - $184K
WPC
W. P. Carey Inc.

Real Estate
Q3 2021 Filed on Oct 18, 2021
106
$73.04 - $80.69 $7.74K - $8.55K
CINF
Cincinnati Financial Corp

Financial Services
Q3 2021 Filed on Oct 18, 2021
200
$113.7 - $124.86 $22.7K - $25K
ACN
Accenture PLC

Technology
Q3 2021 Filed on Oct 18, 2021
592
$300.0 - $344.43 $178K - $204K
MBGAF
Mercedes Benz Group Ag Common
Q3 2021 Filed on Oct 18, 2021
74
N/A
XEL
Xcel Energy Inc

Utilities
Q3 2021 Filed on Oct 18, 2021
103
$61.42 - $70.61 $6.33K - $7.27K
ELME
Elme Communities
Q3 2021 Filed on Oct 18, 2021
504
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2021 Filed on Oct 18, 2021
600
$82.36 - $82.87 $49.4K - $49.7K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q3 2021 Filed on Oct 18, 2021
400
$37.42 - $47.46 $15K - $19K
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
100
$53.95 - $60.15 $5.4K - $6.02K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q3 2021 Filed on Oct 18, 2021
1
$13.0 - $15.24 $13 - $15.2
NEE
Nextera Energy Inc

Utilities
Q3 2021 Filed on Oct 18, 2021
1,280
$74.19 - $86.48 $95K - $111K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
173
$134.82 - $159.81 $23.3K - $27.6K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
400
$75.58 - $84.39 $30.2K - $33.8K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q3 2021 Filed on Oct 18, 2021
162
$26.97 - $29.83 $4.37K - $4.83K
KO
Coca Cola CO

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
500
$52.47 - $57.48 $26.2K - $28.7K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 18, 2021
161
$30.01 - $33.05 $4.83K - $5.32K
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2021 Filed on Oct 18, 2021
200
$47.58 - $56.41 $9.52K - $11.3K
AGR
Avangrid, Inc.

Utilities
Q3 2021 Filed on Oct 18, 2021
103
$48.6 - $55.32 $5.01K - $5.7K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
110
$57.41 - $63.0 $6.32K - $6.93K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
300
$45.52 - $51.04 $13.7K - $15.3K
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