O Donnell Financial Services, LLC Closed Holding Positions

O Donnell Financial Services, LLC

  • $189 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VXF
Vanguard Extended Market ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
1,223
N/A
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q2 2022 Filed on Jul 27, 2022
227,754
$15.38 - $19.65 $3.5M - $4.48M
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Jul 27, 2022
90,143
$37.52 - $45.99 $3.38M - $4.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2022 Filed on Jul 27, 2022
184,726
N/A
SPMD
Spdr Portfolio

ETFs
Q2 2022 Filed on Jul 27, 2022
223,287
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2022 Filed on Jul 27, 2022
8,053
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
89,329
N/A
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
2,301
$89.03 - $109.02 $205K - $251K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q2 2022 Filed on Jul 27, 2022
6,703
$48.84 - $52.28 $327K - $350K
DRSK
ETF Ser Solutions Aptus Define

ETFs
Q2 2022 Filed on Jul 27, 2022
452,094
$25.92 - $27.88 $11.7M - $12.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2022 Filed on May 04, 2022
991
$251.21 - $285.37 $249K - $283K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q1 2022 Filed on May 04, 2022
96,006
$18.67 - $20.32 $1.79M - $1.95M
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on May 04, 2022
2,406
N/A
IT
Gartner Inc

Technology
Q4 2021 Filed on Feb 02, 2022
5,228
$301.06 - $339.69 $1.57M - $1.78M
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
17,441
$16.74 - $20.66 $292K - $360K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
26,469
$62.38 - $78.37 $1.65M - $2.07M
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Feb 02, 2022
71,627
$19.23 - $25.63 $1.38M - $1.84M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
12,258
$99.91 - $140.28 $1.22M - $1.72M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 02, 2022
94,802
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
882
$179.32 - $271.7 $158K - $240K
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Feb 02, 2022
14,868
$95.99 - $119.67 $1.43M - $1.78M
AA
Alcoa Corp

Basic Materials
Q4 2021 Filed on Feb 02, 2022
34,803
$43.78 - $59.83 $1.52M - $2.08M
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