Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Aug 09, 2022
208,244
$61.24 - $72.68 $12.8M - $15.1M
GBCI
Glacier Bancorp, Inc.

Financial Services
Q2 2022 Filed on Aug 09, 2022
16,830
$44.84 - $50.2 $755K - $845K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
Q2 2022 Filed on Aug 09, 2022
10,913
$39.06 - $52.27 $426K - $570K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2022 Filed on Aug 09, 2022
4,129
$72.62 - $79.98 $300K - $330K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 09, 2022
13,940
N/A
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
146
$102.31 - $168.35 $14.9K - $24.6K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 09, 2022
14,315
$73.1 - $82.57 $1.05M - $1.18M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2022 Filed on Aug 09, 2022
365,866
$34.83 - $42.53 $12.7M - $15.6M
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Aug 09, 2022
3,355
$87.04 - $112.5 $292K - $377K
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
2,149
$170.7 - $214.67 $367K - $461K
VUG
Vanguard Growth ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
1,057
$214.97 - $293.87 $227K - $311K
USB
Us Bancorp \De\

Financial Services
Q2 2022 Filed on Aug 09, 2022
10,300
$45.41 - $53.07 $468K - $547K
IYR
Ishares Tr

ETFs
Q2 2022 Filed on Aug 09, 2022
5,599
$86.95 - $112.38 $487K - $629K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Aug 09, 2022
6,023
$46.52 - $47.45 $280K - $286K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q2 2022 Filed on Aug 09, 2022
20,845
$22.34 - $25.22 $466K - $526K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2022 Filed on Aug 09, 2022
6,519
$402.57 - $493.76 $2.62M - $3.22M
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2022 Filed on Aug 09, 2022
8,043
$86.2 - $103.37 $693K - $831K
IVV
Ishares Core S&P 500 ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
22,552
$366.99 - $458.8 $8.28M - $10.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Aug 09, 2022
7,443
$40.48 - $47.83 $301K - $356K
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Aug 09, 2022
3,300
$68.51 - $87.08 $226K - $287K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2022 Filed on Aug 09, 2022
8,995
$66.21 - $77.92 $596K - $701K
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 09, 2022
46,281
$57.91 - $70.46 $2.68M - $3.26M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2022 Filed on Aug 09, 2022
4,872
$144.34 - $178.7 $703K - $871K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Apr 25, 2022
748
$186.63 - $338.54 $140K - $253K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
5,170
$35.91 - $39.31 $186K - $203K
IAU
Ishares Gold Trust

ETFs
Q1 2022 Filed on Apr 25, 2022
86,142
$34.0 - $38.98 $2.93M - $3.36M
World Gold Tr
Q1 2022 Filed on Apr 25, 2022
54,977
N/A
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Apr 25, 2022
3,641
$45.75 - $56.69 $167K - $206K
SUB
Ishares Short Term National Mu

ETFs
Q1 2022 Filed on Apr 25, 2022
5,517
$104.46 - $107.34 $576K - $592K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2021 Filed on Feb 14, 2022
2,709
$103.36 - $113.35 $280K - $307K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
850
$269.22 - $305.79 $229K - $260K
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 14, 2022
1,272
$188.19 - $233.09 $239K - $296K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Feb 14, 2022
11,865
$21.37 - $21.54 $254K - $256K
HYD
Vaneck High Yield Muni ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
3,412
$61.76 - $62.59 $211K - $214K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,192
$142.15 - $177.71 $169K - $212K
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1,000
$189.51 - $279.32 $190K - $279K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
143
$284.4 - $314.06 $40.7K - $44.9K
ORCL
Oracle Corp

Technology
Q3 2021 Filed on Oct 20, 2021
210
$79.54 - $91.25 $16.7K - $19.2K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
12
$108.85 - $127.25 $1.31K - $1.53K
SRE
Sempra Energy

Utilities
Q3 2021 Filed on Oct 20, 2021
66
$123.62 - $136.76 $8.16K - $9.03K
SJM
J M Smucker CO

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
200
$119.11 - $135.61 $23.8K - $27.1K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2021 Filed on Oct 20, 2021
700
$29.98 - $30.58 $21K - $21.4K
KLAC
Kla Corp

Technology
Q3 2021 Filed on Oct 20, 2021
9
$293.22 - $372.02 $2.64K - $3.35K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q3 2021 Filed on Oct 20, 2021
157
$44.74 - $45.93 $7.02K - $7.21K
AOA
Ishares Tr Core Aggressive All

ETFs
Q3 2021 Filed on Oct 20, 2021
164
$69.28 - $72.77 $11.4K - $11.9K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q3 2021 Filed on Oct 20, 2021
700
$54.6 - $54.92 $38.2K - $38.4K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q3 2021 Filed on Oct 20, 2021
298
$55.25 - $57.29 $16.5K - $17.1K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q3 2021 Filed on Oct 20, 2021
913
$130.25 - $148.99 $119K - $136K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
9
$153.15 - $181.46 $1.38K - $1.63K
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