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
VOX
Vanguard Communication Service

ETFs
Q3 2020 Filed on Nov 16, 2020
2,052
$94.91 - $111.18 $195K - $228K
VVV
Valvoline Inc

Energy
Q3 2020 Filed on Nov 16, 2020
609
$19.0 - $21.92 $11.6K - $13.3K
VEEV
Veeva Systems Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$240.77 - $297.07 $24.1K - $29.7K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
30
$172.42 - $192.79 $5.17K - $5.78K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
300
$113.59 - $141.68 $34.1K - $42.5K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,197
$47.67 - $58.29 $57.1K - $69.8K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2020 Filed on Nov 16, 2020
858
$44.78 - $49.7 $38.4K - $42.6K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2020 Filed on Nov 16, 2020
747
$30.04 - $32.09 $22.4K - $24K
WRK
West Rock CO

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
505
$26.22 - $37.64 $13.2K - $19K
WBS
Webster Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,770
$24.02 - $29.65 $42.5K - $52.5K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
1,100
$34.67 - $43.16 $38.1K - $47.5K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2020 Filed on Nov 16, 2020
6
$13.32 - $16.59 $79.9 - $99.5
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
50
$15.73 - $25.54 $787 - $1.28K
UHT
Universal Health Realty Income Trust

Real Estate
Q3 2020 Filed on Nov 16, 2020
46
$53.42 - $79.95 $2.46K - $3.68K
OLED
Universal Display Corp Pa

Technology
Q3 2020 Filed on Nov 16, 2020
75
$147.09 - $190.05 $11K - $14.3K
Unilever N V N Y Shs New
Q3 2020 Filed on Nov 16, 2020
1,634
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
351
$33.9 - $41.18 $11.9K - $14.5K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2020 Filed on Nov 16, 2020
105
$318.46 - $358.67 $33.4K - $37.7K
UBER
Uber Technologies, Inc

Technology
Q3 2020 Filed on Nov 16, 2020
60
$29.42 - $37.95 $1.77K - $2.28K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2020 Filed on Nov 16, 2020
1,721
$31.3 - $31.43 $53.9K - $54.1K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2020 Filed on Nov 16, 2020
1,726
$30.45 - $30.6 $52.6K - $52.8K
SNA
Snap On Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
66
$128.89 - $155.16 $8.51K - $10.2K
Slack Technologies Inc Com Cl A
Q3 2020 Filed on Nov 16, 2020
200
N/A
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
300
$16.36 - $25.09 $4.91K - $7.53K
SQ
Block, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
284
$113.39 - $166.66 $32.2K - $47.3K
SRCL
Stericycle Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
600
$52.44 - $65.52 $31.5K - $39.3K
UI
Ubiquiti Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
100
$152.24 - $194.94 $15.2K - $19.5K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
310
$119.34 - $136.44 $37K - $42.3K
TTE
Total Energies Se

Energy
Q3 2020 Filed on Nov 16, 2020
1,175
$32.7 - $40.47 $38.4K - $47.6K
Tiffany & CO New Com
Q3 2020 Filed on Nov 16, 2020
96
N/A
TRI
Thomson Reuters Corp

Industrials
Q3 2020 Filed on Nov 16, 2020
300
$66.78 - $80.15 $20K - $24K
The Odp Corp Com
Q3 2020 Filed on Nov 16, 2020
500
N/A
TRGP
Targa Resources Corp.

Energy
Q3 2020 Filed on Nov 16, 2020
3,960
$13.96 - $20.44 $55.3K - $80.9K
RUN
Sunrun Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
1,225
$19.84 - $77.07 $24.3K - $94.4K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
7,930
$5.35 - $5.95 $42.4K - $47.2K
SHOP
Shopify Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
100
$87.08 - $113.43 $8.71K - $11.3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
320
$85.97 - $104.24 $27.5K - $33.4K
China Mobile Limited Sponsored Adr
Q3 2020 Filed on Nov 16, 2020
575
N/A
CIM
Chimera Investment Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
567
$8.2 - $9.46 $4.65K - $5.36K
CC
Chemours CO

Basic Materials
Q3 2020 Filed on Nov 16, 2020
5,000
$14.4 - $22.33 $72K - $112K
CHTR
Charter Communications, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
12
$517.69 - $633.05 $6.21K - $7.6K
CRNC
Cerence Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
125
$34.73 - $61.6 $4.34K - $7.7K
CNC
Centene Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
620
$54.3 - $67.74 $33.7K - $42K
CASY
Caseys General Stores Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
81
$149.58 - $181.46 $12.1K - $14.7K
KMX
Carmax Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
475
$86.23 - $108.8 $41K - $51.7K
COF
Capital One Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
175
$58.35 - $76.17 $10.2K - $13.3K
CNTTQ
Cann Trust Holdings Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
135
$0.26 - $0.46 $35.1 - $62.1
CNI
Canadian National Railway CO

Industrials
Q3 2020 Filed on Nov 16, 2020
700
$88.08 - $108.08 $61.7K - $75.7K
CHH
Choice Hotels International Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
128
$79.72 - $101.19 $10.2K - $13K
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