Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $857 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
7,800
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2018 Filed on May 11, 2018
216
$46.36 - $53.56 $10K - $11.6K
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
7,235
N/A
SPG
Simon Property Group Inc

Real Estate
Q1 2018 Filed on May 11, 2018
312
$150.46 - $172.42 $46.9K - $53.8K
FAD
First Tr Multi Cap Growth Alph

ETFs
Q1 2018 Filed on May 11, 2018
460
$64.02 - $71.14 $29.4K - $32.7K
PPL
Ppl Corp

Utilities
Q1 2018 Filed on May 11, 2018
500
$27.13 - $32.27 $13.6K - $16.1K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2018 Filed on May 11, 2018
200
$74.34 - $83.89 $14.9K - $16.8K
Powershares ETF Tr Ii
Q1 2018 Filed on May 11, 2018
3,265
N/A
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
Q1 2018 Filed on May 11, 2018
2,423
N/A
KN
Knowles Corp

Technology
Q1 2018 Filed on May 11, 2018
40
$12.36 - $16.55 $494 - $662
OGS
One Gas, Inc.

Utilities
Q1 2018 Filed on May 11, 2018
125
$62.75 - $72.27 $7.84K - $9.03K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2018 Filed on May 11, 2018
30
$114.88 - $125.71 $3.45K - $3.77K
Ubs Ag Jersey Brh
Q1 2018 Filed on May 11, 2018
603
N/A
Vanguard Growth Index
Q4 2017 Filed on Feb 16, 2018
4,610
N/A
Vanguard Balanced Index Admira
Q4 2017 Filed on Feb 16, 2018
13,046
N/A
Jp Morgan Value Advantage Fd C
Q4 2017 Filed on Feb 16, 2018
9,084
N/A
Federated Kaufmann Fund Cl A
Q4 2017 Filed on Feb 16, 2018
16,689
N/A
Fidelity Spartan 500 Index Adv
Q4 2017 Filed on Feb 16, 2018
6,594
N/A
Vanguard Mid Cap Index Fund
Q4 2017 Filed on Feb 16, 2018
7,879
N/A
Vanguard Small Cap Index Fund
Q4 2017 Filed on Feb 16, 2018
3,487
N/A
Wells Fargo Wisconsin Tax Free
Q4 2017 Filed on Feb 16, 2018
10,680
N/A
T. Rowe Price Tax Free Income
Q4 2017 Filed on Feb 16, 2018
11,333
N/A
Jp Morgan Core Plus Bond Fd Cl
Q4 2017 Filed on Feb 16, 2018
16,224
N/A
Ivy Muni High Income Fund Cl I
Q4 2017 Filed on Feb 16, 2018
18,321
N/A
Jp Morgan Strategic Income Opp
Q4 2017 Filed on Feb 16, 2018
48,167
N/A
Guggenheim Bullet Shares 2017 H
Q4 2017 Filed on Feb 16, 2018
16,948
N/A
Guggenheim Bullet Shares 2017 C
Q4 2017 Filed on Feb 16, 2018
16,300
N/A
Franklin Fed Tax Free Inc Cl A
Q4 2017 Filed on Feb 16, 2018
29,500
N/A
Fidelity Spartan Us Bond Index
Q4 2017 Filed on Feb 16, 2018
53,603
N/A
I Path Dow Jones Ubs Grains Sub
Q4 2017 Filed on Feb 16, 2018
17,000
N/A
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