Pfg Private Wealth Management, LLC Closed Holding Positions

Pfg Private Wealth Management, LLC

  • $172 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on Apr 25, 2022
858
$101.96 - $128.34 $87.5K - $110K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 25, 2022
10
$52.29 - $96.99 $523 - $970
CPRT
Copart Inc

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
674
$108.85 - $146.95 $73.4K - $99K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on Apr 25, 2022
158
$378.09 - $648.05 $59.7K - $102K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2022 Filed on Apr 25, 2022
1,124
$95.06 - $104.22 $107K - $117K
CE
Celanese Corp

Basic Materials
Q1 2022 Filed on Apr 25, 2022
598
$133.62 - $173.82 $79.9K - $104K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q1 2022 Filed on Apr 25, 2022
127
$524.57 - $735.42 $66.6K - $93.4K
FDS
Factset Research Systems Inc

Financial Services
Q1 2022 Filed on Apr 25, 2022
216
$392.82 - $476.02 $84.8K - $103K
FICO
Fair Isaac Corp

Technology
Q1 2022 Filed on Apr 25, 2022
198
$416.77 - $523.43 $82.5K - $104K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on Apr 25, 2022
1,728
$49.62 - $62.33 $85.7K - $108K
GGG
Graco Inc

Industrials
Q1 2022 Filed on Apr 25, 2022
1,329
$67.34 - $78.89 $89.5K - $105K
Blackrock Tcp Capital Corp
Q1 2022 Filed on Apr 25, 2022
39,000
N/A
GNTX
Gentex Corp

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
2,457
$27.65 - $36.18 $67.9K - $88.9K
FLT
Fleetcor Technologies Inc

Technology
Q1 2022 Filed on Apr 25, 2022
318
$219.13 - $252.0 $69.7K - $80.1K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on Apr 25, 2022
1,363
$68.8 - $83.58 $93.8K - $114K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
502
$120.56 - $161.25 $60.5K - $80.9K
AME
Ametek Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
585
$123.11 - $147.41 $72K - $86.2K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Jan 27, 2022
38
$257.53 - $292.5 $9.79K - $11.1K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
1,473
$43.14 - $52.02 $63.5K - $76.6K
WAL
Western Alliance Bancorporation

Financial Services
Q4 2021 Filed on Jan 27, 2022
786
$98.78 - $122.78 $77.6K - $96.5K
ATHM
Autohome Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
1,142
$26.13 - $51.03 $29.8K - $58.3K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Jan 27, 2022
329
$285.28 - $321.08 $93.9K - $106K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
304
$111.96 - $177.7 $34K - $54K
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
10
$25.17 - $36.85 $252 - $369
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
4
$269.22 - $305.79 $1.08K - $1.22K
BHP
Bhp Group LTD

Basic Materials
Q4 2021 Filed on Jan 27, 2022
1,055
$46.65 - $53.84 $49.2K - $56.8K
Ishares Tr
Q4 2021 Filed on Jan 27, 2022
6,790
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Jan 27, 2022
2,035
$102.29 - $108.28 $208K - $220K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2021 Filed on Jan 27, 2022
4
$102.53 - $116.01 $410 - $464
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2021 Filed on Jan 27, 2022
5
$234.3 - $265.79 $1.17K - $1.33K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
239
$330.7 - $438.3 $79K - $105K
HOOD
Robinhood Markets, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
30
$17.11 - $42.07 $513 - $1.26K
RMD
Resmed Inc

Healthcare
Q4 2021 Filed on Jan 27, 2022
343
$248.03 - $268.66 $85.1K - $92.2K
Federal Rlty Invt Tr
Q4 2021 Filed on Jan 27, 2022
29
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Jan 27, 2022
50
$219.19 - $250.48 $11K - $12.5K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Jan 27, 2022
114
$115.32 - $124.74 $13.1K - $14.2K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Jan 27, 2022
5
$98.21 - $108.46 $491 - $542
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Jan 27, 2022
45
$31.71 - $41.99 $1.43K - $1.89K
Coresite Rlty Corp
Q4 2021 Filed on Jan 27, 2022
26
N/A
CLX
Clorox CO

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
413
$158.99 - $178.17 $65.7K - $73.6K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2021 Filed on Jan 27, 2022
10
$59.38 - $63.62 $594 - $636
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2021 Filed on Jan 27, 2022
5
$127.84 - $140.12 $639 - $701
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2021 Filed on Jan 27, 2022
7
$140.47 - $150.69 $983 - $1.05K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Jan 27, 2022
10
$35.73 - $48.36 $357 - $484
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 27, 2022
393
$170.04 - $183.66 $66.8K - $72.2K
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
21
$68.07 - $83.35 $1.43K - $1.75K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2021 Filed on Jan 27, 2022
60
$153.09 - $169.84 $9.19K - $10.2K
BIG
Big Lots Inc

Consumer Defensive
Q1 2021 Filed on May 07, 2021
5,520
$42.3 - $70.79 $233K - $391K
AIZ
Assurant, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
3,140
$122.77 - $144.71 $385K - $454K
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