Personal Wealth Partners Sells in Q2 2022

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-546K
Closed
$66.73 - $79.1 $36.4M - $43.2M
0 $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-373K
Closed
$43.16 - $53.73 $16.1M - $20M
0 $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-399K
Closed
$35.93 - $42.52 $14.3M - $17M
0 $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-366K
Closed
$34.83 - $42.53 $12.7M - $15.6M
0 $0
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-208K
Closed
$61.24 - $72.68 $12.8M - $15.1M
0 $0
IVV
Ishares Core S&P 500 ETF

ETFs
-22.6K
Closed
$366.99 - $458.8 $8.28M - $10.3M
0 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-124K
Closed
$58.13 - $77.8 $7.2M - $9.64M
0 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-87.1K
Closed
$89.03 - $109.02 $7.75M - $9.49M
0 $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-243K
Closed
$28.57 - $34.74 $6.94M - $8.44M
0 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.6K
Closed
$365.86 - $456.8 $6.45M - $8.05M
0 $0
SPYG
Spdr Portfolio

ETFs
-83.8K
Closed
$50.47 - $67.39 $4.23M - $5.65M
0 $0
BRKB
Berkshire Hathwy Inc(Hldg Co)B
-13.9K
Closed
N/A
0 $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-171K
Closed
$25.67 - $27.71 $4.4M - $4.75M
0 $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15.6K
Closed
$219.07 - $270.08 $3.42M - $4.22M
0 $0
IWM
Ishares Russell 2000 ETF

ETFs
-18.1K
Closed
$163.9 - $207.91 $2.97M - $3.77M
0 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-21.6K
Closed
$133.27 - $158.52 $2.88M - $3.42M
0 $0
IEFA
Ishares Tr

ETFs
-46.3K
Closed
$57.91 - $70.46 $2.68M - $3.26M
0 $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6.52K
Closed
$402.57 - $493.76 $2.62M - $3.22M
0 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-23.4K
Closed
$99.01 - $106.84 $2.32M - $2.5M
0 $0
IEMG
Ishares Inc

ETFs
-41.5K
Closed
$48.46 - $57.45 $2.01M - $2.38M
0 $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-24.1K
Closed
$69.6 - $87.62 $1.68M - $2.11M
0 $0
HTA
Healthcare Trust Of America, Inc.

Real Estate
-44.3K
Closed
$27.06 - $32.01 $1.2M - $1.42M
0 $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.33K
Closed
$271.39 - $369.3 $902K - $1.23M
0 $0
HYG
Ishares Tr

ETFs
-14.3K
Closed
$73.1 - $82.57 $1.05M - $1.18M
0 $0
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-15K
Closed
$57.59 - $79.41 $864K - $1.19M
0 $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-7.99K
Closed
$101.11 - $126.58 $808K - $1.01M
0 $0
NEAR
Blackrock Short Maturity Bond

ETFs
-20K
Closed
$49.22 - $49.57 $984K - $991K
0 $0
VHT
Vanguard Health Care ETF

ETFs
-3.57K
Closed
$219.51 - $264.47 $784K - $944K
0 $0
GBCI
Glacier Bancorp, Inc.

Financial Services
-16.8K
Closed
$44.84 - $50.2 $755K - $845K
0 $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-17.5K
Closed
$45.07 - $47.95 $790K - $841K
0 $0
HON
Honeywell International Inc

Industrials
-4.27K
Closed
$173.2 - $205.85 $739K - $878K
0 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4.87K
Closed
$144.34 - $178.7 $703K - $871K
0 $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
-8.04K
Closed
$86.2 - $103.37 $693K - $831K
0 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.59K
Closed
$99.2 - $114.57 $653K - $754K
0 $0
MSFT
Microsoft Corp

Technology
-2.29K
Closed
$242.26 - $314.97 $554K - $720K
0 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.93K
Closed
$70.31 - $80.24 $628K - $717K
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.2K
Closed
$61.48 - $74.59 $566K - $686K
0 $0
AAXJ
Ishares Msci All Country Asia

ETFs
-9K
Closed
$66.21 - $77.92 $596K - $701K
0 $0
AAPL
Apple Inc.

Technology
-3.69K
Closed
$130.06 - $178.44 $479K - $658K
0 $0
IYR
Ishares Tr

ETFs
-5.6K
Closed
$86.95 - $112.38 $487K - $629K
0 $0
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-3.68K
Closed
$133.43 - $165.9 $491K - $610K
0 $0
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-10.9K
Closed
$39.06 - $52.27 $426K - $570K
0 $0
USB
Us Bancorp \De\

Financial Services
-10.3K
Closed
$45.41 - $53.07 $468K - $547K
0 $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-20.8K
Closed
$22.34 - $25.22 $466K - $526K
0 $0
VEA
Vanguard Ftse Developed Market

ETFs
-10.3K
Closed
$40.38 - $48.66 $415K - $501K
0 $0
XLK
Technology Sector Spdr

ETFs
-3.08K
Closed
$123.49 - $161.47 $380K - $497K
0 $0
AMZN
Amazon Com Inc

Consumer Cyclical
-146
Closed
$102.31 - $168.35 $14.9K - $24.6K
0 $0
VB
Vanguard Small Cap ETF

ETFs
-2.15K
Closed
$170.7 - $214.67 $367K - $461K
0 $0
FIW
First Trust Water ETF

ETFs
-5.36K
Closed
$67.71 - $85.64 $363K - $459K
0 $0
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 74 Reductions 0 Sold out 74 Options Calls 0 Puts 0
Track This Portfolio

Track Personal Wealth Partners Portfolio

Follow Personal Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Personal Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email