N.E.W. Advisory Services LLC Closed Holding Positions

N.E.W. Advisory Services LLC

  • $1.01 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Xilinx Inc
Q2 2022 Filed on Aug 01, 2022
90
N/A
Aphria Inc
Q2 2022 Filed on Aug 01, 2022
421
N/A
IYF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
2,912
$67.96 - $84.37 $198K - $246K
LOGI
Logitech International S.A.

Technology
Q2 2022 Filed on Aug 01, 2022
2,255
$51.16 - $76.44 $115K - $172K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2022 Filed on Aug 01, 2022
2,010
$86.2 - $103.37 $173K - $208K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2022 Filed on Aug 01, 2022
3,020
$91.51 - $110.2 $276K - $333K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2022 Filed on Aug 01, 2022
6,499
$49.84 - $51.62 $324K - $335K
GVI
Ishares Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
2,066
$103.39 - $108.19 $214K - $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
3,666
$89.03 - $109.02 $326K - $400K
Casper Sleep Inc
Q2 2022 Filed on Aug 01, 2022
305
N/A
Churchill Capital Corp Iv
Q2 2022 Filed on Aug 01, 2022
614
N/A
General Electric CO
Q2 2022 Filed on Aug 01, 2022
6,898
N/A
Slack Technologies Inc
Q2 2022 Filed on Aug 01, 2022
225
N/A
RDS-A
Shell PLC

Energy
Q2 2022 Filed on Aug 01, 2022
143
N/A
Nuveen Tax Advantaged Divid
Q2 2022 Filed on Aug 01, 2022
800
N/A
Naked Brand Group Limited
Q2 2022 Filed on Aug 01, 2022
281
N/A
Ishares Tr
Q2 2022 Filed on Aug 01, 2022
3,224
N/A
Gw Pharmaceuticals PLC
Q2 2022 Filed on Aug 01, 2022
109
N/A
Glu Mobile Inc
Q2 2022 Filed on Aug 01, 2022
224
N/A
ICF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
7,312
$57.32 - $74.48 $419K - $545K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2022 Filed on Aug 01, 2022
3,264
$101.11 - $126.58 $330K - $413K
DHS
Wisdomtree Tr U.S

ETFs
Q2 2022 Filed on Aug 01, 2022
3,722
$80.0 - $91.19 $298K - $339K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Aug 01, 2022
3,842
$78.1 - $85.93 $300K - $330K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Aug 01, 2022
3,222
$62.81 - $96.09 $202K - $310K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Aug 01, 2022
2,776
$90.32 - $102.87 $251K - $286K
Marvell Technology Group LTD
Q2 2022 Filed on Aug 01, 2022
110
N/A
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 01, 2022
4,351
$36.97 - $49.2 $161K - $214K
Fs Kkr Cap Corp Ii
Q2 2022 Filed on Aug 01, 2022
10,685
N/A
DTE
Dte Energy CO

Utilities
Q2 2022 Filed on Aug 01, 2022
1,974
$115.72 - $139.12 $228K - $275K
Ishares Gold Tr
Q2 2022 Filed on Aug 01, 2022
12,189
N/A
County Bancorp Inc
Q2 2022 Filed on Aug 01, 2022
16,095
N/A
Draftkings Inc
Q1 2022 Filed on Apr 11, 2022
9,182
N/A
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Jan 18, 2022
3,594
$47.71 - $57.4 $171K - $206K
TGT
Target Corp

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
846
$228.77 - $264.07 $194K - $223K
IAU
Ishares Gold Trust

ETFs
Q3 2021 Filed on Oct 13, 2021
6,093
$32.85 - $34.83 $200K - $212K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2021 Filed on Jul 15, 2021
1,417
$141.67 - $155.69 $201K - $221K
SQ
Block, Inc.

Technology
Q1 2021 Filed on Apr 14, 2021
1,592
$201.87 - $276.57 $321K - $440K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q1 2021 Filed on Apr 14, 2021
18,100
$3.11 - $3.44 $56.3K - $62.3K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 14, 2021
4,500
$72.25 - $168.95 $325K - $760K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2021 Filed on Apr 14, 2021
1,524
$146.68 - $172.6 $224K - $263K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2021 Filed on Apr 14, 2021
1,037
$282.5 - $336.63 $293K - $349K
BZUN
Baozun Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 14, 2021
16,134
$34.2 - $54.98 $552K - $887K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2021 Filed on Apr 14, 2021
963
$222.72 - $270.83 $214K - $261K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2021 Filed on Apr 14, 2021
4,914
$88.61 - $92.83 $435K - $456K
LIN
Linde PLC

Basic Materials
Q1 2021 Filed on Apr 14, 2021
1,652
$242.91 - $281.4 $401K - $465K
SHOP
Shopify Inc.

Technology
Q1 2021 Filed on Apr 14, 2021
1,102
$103.99 - $147.4 $115K - $162K
NOK
Nokia Corp

Technology
Q4 2020 Filed on Jan 14, 2021
10,000
$3.27 - $4.3 $32.7K - $43K
VDE
Vanguard Energy ETF

ETFs
Q4 2020 Filed on Jan 14, 2021
5,816
$37.58 - $56.62 $219K - $329K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2020 Filed on Jan 14, 2021
520
$337.32 - $568.34 $175K - $296K
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