Prestige Wealth Management Group LLC Closed Holding Positions

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AER
Aer Cap Holdings N.V.

Industrials
Q1 2020 Filed on May 15, 2020
21
$15.14 - $62.71 $318 - $1.32K
PGC
Peapack Gladstone Financial Corp

Financial Services
Q1 2020 Filed on May 15, 2020
5,175
$12.7 - $31.45 $65.7K - $163K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2020 Filed on May 15, 2020
1,575
$46.5 - $70.38 $73.2K - $111K
ASR
Southeast Airport Group

Industrials
Q1 2020 Filed on May 15, 2020
3
$83.98 - $208.83 $252 - $626
VET
Vermilion Energy Inc.

Energy
Q1 2020 Filed on May 15, 2020
17
$1.72 - $16.86 $29.2 - $287
Telefonica Brasil Sa
Q1 2020 Filed on May 15, 2020
98
N/A
OTEX
Open Text Corp

Technology
Q1 2020 Filed on May 15, 2020
6
$29.22 - $47.8 $175 - $287
IYY
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
12
$54.71 - $84.04 $657 - $1.01K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on May 15, 2020
292
$44.17 - $81.02 $12.9K - $23.7K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 15, 2020
51
$20.14 - $55.75 $1.03K - $2.84K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on May 15, 2020
38,363
$22.3 - $34.12 $855K - $1.31M
IMO
Imperial Oil LTD

Energy
Q1 2020 Filed on May 15, 2020
87
$7.83 - $27.34 $681 - $2.38K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2020 Filed on May 15, 2020
132
$25.19 - $41.26 $3.33K - $5.45K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on May 15, 2020
205
N/A
SID
National Steel CO

Basic Materials
Q1 2020 Filed on May 15, 2020
88
$1.07 - $3.72 $94.2 - $327
YPF
Ypf Sociedad Anonima

Energy
Q1 2020 Filed on May 15, 2020
26
$2.57 - $11.26 $66.8 - $293
GFI
Gold Fields LTD

Basic Materials
Q1 2020 Filed on May 15, 2020
49
$4.0 - $7.6 $196 - $372
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on May 15, 2020
38
$39.35 - $62.03 $1.5K - $2.36K
IXUS
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
515
$40.8 - $63.03 $21K - $32.5K
TFLO
Ishares Treasury Floating Rate

ETFs
Q1 2020 Filed on May 15, 2020
56,604
$50.22 - $50.36 $2.84M - $2.85M
NVR
Nvr Inc

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
1
$2175.0 - $4037.77 $2.18K - $4.04K
PAM
Pampa Energy Inc.

Utilities
Q1 2020 Filed on May 15, 2020
18
$9.02 - $15.84 $162 - $285
ONLN
Proshares Tr Online Retail ETF

ETFs
Q1 2020 Filed on May 15, 2020
1,200
$28.99 - $40.9 $34.8K - $49.1K
SUZ
Suzano S.A.

Basic Materials
Q1 2020 Filed on May 15, 2020
28
$4.73 - $10.7 $132 - $300
Tim Participacoes S A
Q1 2020 Filed on May 15, 2020
16
N/A
TGS
Gas Transporter Of The South Inc

Energy
Q1 2020 Filed on May 15, 2020
41
$3.84 - $7.16 $157 - $294
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2020 Filed on May 15, 2020
95
$50.53 - $76.13 $4.8K - $7.23K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2020 Filed on May 15, 2020
15
$91.55 - $114.49 $1.37K - $1.72K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on May 15, 2020
8,888
$78.67 - $82.51 $699K - $733K
Companhia Brasileira De Dist
Q1 2020 Filed on May 15, 2020
13
N/A
GIB
Cgi Inc

Technology
Q1 2020 Filed on May 15, 2020
19
$46.85 - $86.72 $890 - $1.65K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2020 Filed on May 15, 2020
135
$24.66 - $37.05 $3.33K - $5K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2020 Filed on May 15, 2020
50
$46.16 - $69.62 $2.31K - $3.48K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q1 2020 Filed on May 15, 2020
67
$3.21 - $5.55 $215 - $372
EFV
Msci Eafe Value ETF

ETFs
Q1 2020 Filed on May 15, 2020
296
$30.99 - $50.45 $9.17K - $14.9K
IECS
Ishares U S ETF Tr Ishares Evo

ETFs
Q1 2020 Filed on May 15, 2020
4,029
$20.81 - $29.6 $83.8K - $119K
Vedanta LTD
Q1 2020 Filed on May 15, 2020
142
N/A
DDM
Proshares Ultra Dow30

ETFs
Q1 2020 Filed on May 15, 2020
3
$21.95 - $59.54 $65.9 - $179
ORAN
Orange

Communication Services
Q1 2020 Filed on May 15, 2020
95
$10.25 - $14.79 $974 - $1.41K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2020 Filed on May 15, 2020
239
$19.98 - $32.48 $4.78K - $7.76K
TRP
Tc Energy Corp

Energy
Q1 2020 Filed on May 15, 2020
5
$33.51 - $57.42 $168 - $287
FMX
Mexican Economic Development Inc

Consumer Defensive
Q1 2020 Filed on May 15, 2020
7
$57.39 - $97.6 $402 - $683
UI
Ubiquiti Inc.

Technology
Q1 2020 Filed on May 15, 2020
138
$113.45 - $190.13 $15.7K - $26.2K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q1 2020 Filed on May 15, 2020
1,963
$9.72 - $41.79 $19.1K - $82K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on May 15, 2020
250
$56.91 - $99.57 $14.2K - $24.9K
Zayo Group Hldgs Inc
Q1 2020 Filed on May 15, 2020
57
N/A
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 15, 2020
500
$4.1 - $10.24 $2.05K - $5.12K
VB
Vanguard Small Cap ETF

ETFs
Q1 2020 Filed on May 15, 2020
103
$98.45 - $170.48 $10.1K - $17.6K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q1 2020 Filed on May 15, 2020
167
$15.93 - $24.21 $2.66K - $4.04K
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