Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2022 Filed on Aug 09, 2022
8,189
$45.73 - $49.5 $374K - $405K
MSFT
Microsoft Corp

Technology
Q2 2022 Filed on Aug 09, 2022
2,286
$242.26 - $314.97 $554K - $720K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
123,909
$58.13 - $77.8 $7.2M - $9.64M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2022 Filed on Aug 09, 2022
7,990
$101.11 - $126.58 $808K - $1.01M
GOOG
Alphabet Inc.

Communication Services
Q2 2022 Filed on Aug 09, 2022
125
$105.84 - $143.64 $13.2K - $18K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2022 Filed on Aug 09, 2022
373,125
$43.16 - $53.73 $16.1M - $20M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
87,084
$89.03 - $109.02 $7.75M - $9.49M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q2 2022 Filed on Aug 09, 2022
3,677
$133.43 - $165.9 $491K - $610K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Aug 09, 2022
546,154
$66.73 - $79.1 $36.4M - $43.2M
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Aug 09, 2022
41,468
$48.46 - $57.45 $2.01M - $2.38M
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
18,133
$163.9 - $207.91 $2.97M - $3.77M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
1,406
$74.48 - $91.47 $105K - $129K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
5,566
$33.35 - $42.17 $186K - $235K
FIW
First Trust Water ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
5,359
$67.71 - $85.64 $363K - $459K
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
3,190
$65.19 - $97.79 $208K - $312K
GOOGL
Alphabet Inc.

Communication Services
Q2 2022 Filed on Aug 09, 2022
79
$105.81 - $142.97 $8.36K - $11.3K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Aug 09, 2022
7,374
$49.13 - $51.51 $362K - $380K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
21,605
$133.27 - $158.52 $2.88M - $3.42M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 09, 2022
153,275
$33.85 - $40.03 $5.19M - $6.14M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Aug 09, 2022
2,006
$99.0 - $100.08 $199K - $201K
AAPL
Apple Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
3,685
$130.06 - $178.44 $479K - $658K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
15,005
$57.59 - $79.41 $864K - $1.19M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2022 Filed on Aug 09, 2022
398,931
$35.93 - $42.52 $14.3M - $17M
ABBV
Abb Vie Inc.

Healthcare
Q2 2022 Filed on Aug 09, 2022
2,395
$137.62 - $174.96 $330K - $419K
ABT
Abbott Laboratories

Healthcare
Q2 2022 Filed on Aug 09, 2022
2,174
$102.07 - $123.37 $222K - $268K
SPYG
Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 09, 2022
83,837
$50.47 - $67.39 $4.23M - $5.65M
VTV
Vanguard Value ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
2,562
$128.01 - $150.8 $328K - $386K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 09, 2022
1,978
$183.02 - $230.52 $362K - $456K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Aug 09, 2022
6,402
$44.6 - $58.78 $286K - $376K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2022 Filed on Aug 09, 2022
17,620
$365.86 - $456.8 $6.45M - $8.05M
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
245
$612.7 - $1265.01 $150K - $310K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Aug 09, 2022
3,540
$61.85 - $78.06 $219K - $276K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
15,610
$219.07 - $270.08 $3.42M - $4.22M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 09, 2022
242,844
$28.57 - $34.74 $6.94M - $8.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
9,202
$61.48 - $74.59 $566K - $686K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2022 Filed on Aug 09, 2022
24,113
$69.6 - $87.62 $1.68M - $2.11M
VHT
Vanguard Health Care ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
3,571
$219.51 - $264.47 $784K - $944K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2022 Filed on Aug 09, 2022
20,002
$49.22 - $49.57 $984K - $991K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 09, 2022
23,408
$99.01 - $106.84 $2.32M - $2.5M
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Aug 09, 2022
10,289
$40.38 - $48.66 $415K - $501K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2022 Filed on Aug 09, 2022
8,933
$70.31 - $80.24 $628K - $717K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2022 Filed on Aug 09, 2022
171,453
$25.67 - $27.71 $4.4M - $4.75M
KO
Coca Cola CO

Consumer Defensive
Q2 2022 Filed on Aug 09, 2022
3,756
$59.07 - $66.21 $222K - $249K
WMT
Walmart Inc.

Consumer Defensive
Q2 2022 Filed on Aug 09, 2022
1,803
$118.29 - $159.87 $213K - $288K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Aug 09, 2022
3,325
$271.39 - $369.3 $902K - $1.23M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q2 2022 Filed on Aug 09, 2022
7,523
$42.34 - $53.04 $319K - $399K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Aug 09, 2022
17,533
$45.07 - $47.95 $790K - $841K
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Aug 09, 2022
4,266
$173.2 - $205.85 $739K - $878K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q2 2022 Filed on Aug 09, 2022
44,332
$27.06 - $32.01 $1.2M - $1.42M
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