Principle Wealth Partners LLC Closed Holding Positions

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
5,708
$32.84 - $44.35 $187K - $253K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
3,348
$61.48 - $74.59 $206K - $250K
HRB
H&R Block Inc

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
13,540
$23.77 - $36.27 $322K - $491K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Aug 02, 2022
4,781
$29.26 - $50.96 $140K - $244K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Aug 02, 2022
7,515
$39.36 - $55.39 $296K - $416K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 02, 2022
1,986
$86.5 - $128.27 $172K - $255K
LAND
Gladstone Land Corp

Real Estate
Q2 2022 Filed on Aug 02, 2022
8,000
$21.43 - $41.71 $171K - $334K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
10,136
$31.5 - $40.11 $319K - $407K
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2022 Filed on Aug 02, 2022
7,663
$21.47 - $28.3 $165K - $217K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Aug 02, 2022
4,680
$45.07 - $47.95 $211K - $224K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Aug 02, 2022
4,550
$27.2 - $48.94 $124K - $223K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 12, 2022
5,181
$52.95 - $56.95 $274K - $295K
TTD
Trade Desk, Inc.

Technology
Q1 2022 Filed on May 12, 2022
2,410
$52.48 - $90.11 $126K - $217K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 12, 2022
3,720
$77.77 - $81.19 $289K - $302K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 12, 2022
5,177
$44.64 - $55.71 $231K - $288K
BOOM
Dmc Global Inc.

Energy
Q1 2022 Filed on May 12, 2022
6,205
$26.56 - $46.58 $165K - $289K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2022 Filed on May 12, 2022
7,396
$49.18 - $52.9 $364K - $391K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 12, 2022
3,425
$52.13 - $60.52 $179K - $207K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 12, 2022
3,857
$46.47 - $53.72 $179K - $207K
ABB
Abb LTD

Industrials
Q1 2022 Filed on May 12, 2022
5,573
$30.5 - $39.0 $170K - $217K
NEEPRP
Nextera Energy Inc
Q1 2022 Filed on May 12, 2022
3,570
N/A
IDNA
Ishares Tr Genomics Immunology

ETFs
Q1 2022 Filed on May 12, 2022
24,778
$31.36 - $43.88 $777K - $1.09M
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 12, 2022
3,532
$49.6 - $59.81 $175K - $211K
Sl Green Rlty Corp Com
Q1 2022 Filed on May 12, 2022
3,289
N/A
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 12, 2022
1,056
$153.19 - $251.05 $162K - $265K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
18,685
$26.24 - $26.74 $490K - $500K
RGLD
Royal Gold Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
4,040
$92.27 - $107.67 $373K - $435K
VSEC
Vse Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
5,513
$47.23 - $63.65 $260K - $351K
ARVN
Arvinas, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
3,065
$65.85 - $96.21 $202K - $295K
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Feb 11, 2022
15,058
$8.15 - $10.19 $123K - $153K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q4 2021 Filed on Feb 11, 2022
4,856
$41.36 - $53.89 $201K - $262K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2021 Filed on Nov 16, 2021
2,632
$77.71 - $83.6 $205K - $220K
General Electric CO Com
Q3 2021 Filed on Nov 16, 2021
207,349
N/A
PACW
Pacwest Bancorp

Financial Services
Q3 2021 Filed on Nov 16, 2021
7,495
$36.15 - $46.34 $271K - $347K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2021 Filed on Nov 16, 2021
7,420
$30.9 - $38.88 $229K - $288K
Alexion Pharmaceuticals Inc Com
Q3 2021 Filed on Nov 16, 2021
1,772
N/A
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q3 2021 Filed on Nov 16, 2021
3,430
$61.72 - $68.76 $212K - $236K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2021 Filed on Nov 16, 2021
599
$60.41 - $67.15 $36.2K - $40.2K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 16, 2021
1,176
$302.92 - $479.5 $356K - $564K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Nov 16, 2021
3,387
$56.38 - $72.1 $191K - $244K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q3 2021 Filed on Nov 16, 2021
10,700
$27.6 - $28.26 $295K - $302K
ARKW
Ark Next Generation Internet E

ETFs
Q3 2021 Filed on Nov 16, 2021
1,309
$137.41 - $154.33 $180K - $202K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
1,750
$120.76 - $136.37 $211K - $239K
Ishares Comex Gold Trust
Q2 2021 Filed on Aug 13, 2021
33,854
N/A
TRN
Trinity Industries Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
7,210
$25.57 - $29.92 $184K - $216K
MIDD
Middleby Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
2,157
$160.25 - $183.3 $346K - $395K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2021 Filed on May 18, 2021
2,696
$113.42 - $118.04 $306K - $318K
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on May 18, 2021
10,167
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 18, 2021
11,375
N/A
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