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
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q1 2021 Filed on May 18, 2021
1,659
$167.43 - $195.8 $278K - $325K
Dunkin Brands Group Inc Com
Q4 2020 Filed on Feb 16, 2021
3,750
N/A
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2020 Filed on Feb 16, 2021
12,000
$10.34 - $12.44 $124K - $149K
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2020 Filed on Nov 16, 2020
100
$49.75 - $55.94 $4.98K - $5.59K
PSA
Public Storage

Real Estate
Q3 2020 Filed on Nov 16, 2020
564
$185.36 - $224.74 $105K - $127K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q3 2020 Filed on Nov 16, 2020
306
$51.99 - $58.83 $15.9K - $18K
Seagate Technology PLC Shs
Q3 2020 Filed on Nov 16, 2020
3,265
N/A
SCI
Service Corp International

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,325
$36.51 - $48.07 $48.4K - $63.7K
RF
Regions Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,346
$9.83 - $12.09 $13.2K - $16.3K
Royal Dutch Shell PLC Spon Adr B
Q3 2020 Filed on Nov 16, 2020
990
N/A
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
50
$47.12 - $71.95 $2.36K - $3.6K
ROK
Rockwell Automation, Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
200
$209.08 - $237.3 $41.8K - $47.5K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
268
$30.02 - $41.0 $8.05K - $11K
SNY
Sanofi

Healthcare
Q3 2020 Filed on Nov 16, 2020
450
$49.47 - $53.77 $22.3K - $24.2K
RHI
Robert Half International Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
244
$49.27 - $56.87 $12K - $13.9K
RIO
Rio Tinto PLC

Basic Materials
Q3 2020 Filed on Nov 16, 2020
1,065
$55.98 - $65.43 $59.6K - $69.7K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Nov 16, 2020
267
$37.26 - $43.03 $9.95K - $11.5K
RMD
Resmed Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
400
$168.14 - $205.63 $67.3K - $82.3K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q3 2020 Filed on Nov 16, 2020
1,327
$55.66 - $56.64 $73.9K - $75.2K
Peoples United Financial Inc Com
Q3 2020 Filed on Nov 16, 2020
25
N/A
PAYX
Paychex Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
1,258
$71.63 - $79.77 $90.1K - $100K
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
400
$89.75 - $104.89 $35.9K - $42K
MPC
Marathon Petroleum Corp

Energy
Q3 2020 Filed on Nov 16, 2020
104
$28.62 - $39.91 $2.98K - $4.15K
MGA
Magna International Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
800
$43.48 - $53.41 $34.8K - $42.7K
LIQT
Liqtech International Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
925
$5.26 - $8.45 $4.87K - $7.82K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
2,421
$20.98 - $25.66 $50.8K - $62.1K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
800
$33.51 - $44.93 $26.8K - $35.9K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
29
$187.81 - $222.93 $5.45K - $6.46K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
391
$159.8 - $185.44 $62.5K - $72.5K
MORN
Morningstar, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
68
$146.02 - $169.56 $9.93K - $11.5K
FIZZ
National Beverage Corp

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
1,728
$30.3 - $42.15 $52.4K - $72.8K
NGG
National Grid PLC

Utilities
Q3 2020 Filed on Nov 16, 2020
40
$53.5 - $60.26 $2.14K - $2.41K
PKG
Packaging Corp Of America

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
142
$95.01 - $113.14 $13.5K - $16.1K
IX
Orix Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
495
$53.99 - $66.82 $26.7K - $33.1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
16
$419.41 - $482.62 $6.71K - $7.72K
OMC
Omnicom Group Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
421
$48.81 - $57.01 $20.5K - $24K
OGE
Oge Energy Corp.

Utilities
Q3 2020 Filed on Nov 16, 2020
1,000
$28.69 - $33.79 $28.7K - $33.8K
Nuance Communications Inc Com
Q3 2020 Filed on Nov 16, 2020
1,000
N/A
NWE
Northwestern Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
333
$48.01 - $57.87 $16K - $19.3K
NTCT
Netscout Systems Inc

Technology
Q3 2020 Filed on Nov 16, 2020
2,779
$20.71 - $27.07 $57.6K - $75.2K
KR
Kroger CO

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
593
$32.02 - $36.6 $19K - $21.7K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
430
$231.04 - $500.53 $99.3K - $215K
Varian Med Sys Inc Com
Q3 2020 Filed on Nov 16, 2020
1,100
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2020 Filed on Nov 16, 2020
403
$88.13 - $89.48 $35.5K - $36.1K
VBR
Vanguard Small Cap Value ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
112
$102.46 - $117.9 $11.5K - $13.2K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
53
$54.16 - $54.5 $2.87K - $2.89K
MGC
Vanguard Mega Cap ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
300
$110.14 - $128.14 $33K - $38.4K
VAW
Vanguard Materials ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
7
$120.46 - $141.19 $843 - $988
VIS
Vanguard Industrial ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
36
$126.86 - $150.7 $4.57K - $5.43K
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