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
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2020 Filed on Nov 16, 2020
600
$55.28 - $70.72 $33.2K - $42.4K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,100
$21.09 - $23.33 $23.2K - $25.7K
DXCM
Dexcom Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$95.51 - $112.95 $9.55K - $11.3K
XRAY
Dentsply Sirona Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
150
$41.27 - $47.72 $6.19K - $7.16K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
125
$24.94 - $34.57 $3.12K - $4.32K
DVA
Davita Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
500
$79.57 - $91.84 $39.8K - $45.9K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
290
$71.34 - $100.8 $20.7K - $29.2K
DHI
Horton D R Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
43
$53.86 - $76.97 $2.32K - $3.31K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2020 Filed on Nov 16, 2020
24
$78.5 - $100.64 $1.88K - $2.42K
CVA
Covanta Holding Corporation

Industrials
Q3 2020 Filed on Nov 16, 2020
970
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
280
$171.09 - $196.59 $47.9K - $55K
XLC
Select Sector Spdr Tr Communic

ETFs
Q3 2020 Filed on Nov 16, 2020
108
$55.2 - $65.14 $5.96K - $7.04K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
99
$73.71 - $92.55 $7.3K - $9.16K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
125
$79.09 - $104.06 $9.89K - $13K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2020 Filed on Nov 16, 2020
1,375
$26.39 - $32.14 $36.3K - $44.2K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
4
$25.33 - $32.43 $101 - $130
Aphria Inc Com
Q3 2020 Filed on Nov 16, 2020
200
N/A
Apartment Invt & Mgmt CO Cl A
Q3 2020 Filed on Nov 16, 2020
1,863
N/A
AWR
American States Water CO

Utilities
Q3 2020 Filed on Nov 16, 2020
800
$69.99 - $81.34 $56K - $65.1K
LNT
Alliant Energy Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
1,343
$48.25 - $55.35 $64.8K - $74.3K
A
Agilent Technologies, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
132
$88.11 - $103.42 $11.6K - $13.7K
AIG
American International Group, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
900
$26.43 - $32.67 $23.8K - $29.4K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
3,429
$13.85 - $14.77 $47.5K - $50.6K
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2020 Filed on Nov 16, 2020
60
$38.92 - $42.44 $2.34K - $2.55K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
1,369
$16.99 - $18.73 $23.3K - $25.6K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
Q3 2020 Filed on Nov 16, 2020
4,335
$28.79 - $32.93 $125K - $143K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2020 Filed on Nov 16, 2020
1,509
$47.47 - $62.15 $71.6K - $93.8K
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
5,000
$34.24 - $42.93 $171K - $215K
ARR
Armour Residential Reit, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
910
$8.89 - $9.97 $8.09K - $9.07K
BP
Bp PLC

Energy
Q3 2020 Filed on Nov 16, 2020
100
$17.46 - $24.26 $1.75K - $2.43K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
13
$1638.47 - $1948.73 $21.3K - $25.3K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q3 2020 Filed on Nov 16, 2020
700
$7.17 - $7.74 $5.02K - $5.42K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,217
$13.35 - $14.45 $16.2K - $17.6K
BTAI
Bio Xcel Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
22
$37.44 - $64.63 $824 - $1.42K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
35
$123.32 - $166.06 $4.32K - $5.81K
BECN
Beacon Roofing Supply Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
1,017
$25.12 - $35.19 $25.5K - $35.8K
BIDU
Baidu, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
118
$115.69 - $132.93 $13.7K - $15.7K
AVNS
Avanos Medical, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
400
$28.67 - $34.32 $11.5K - $13.7K
ADSK
Autodesk, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
355
$220.96 - $261.35 $78.4K - $92.8K
ASH
Ashland Global Holdings Inc

Basic Materials
Q3 2020 Filed on Nov 16, 2020
222
$67.37 - $79.65 $15K - $17.7K
C
Citigroup Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
3,083
$41.85 - $53.76 $129K - $166K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
16
$374.09 - $425.28 $5.99K - $6.8K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
65
$90.69 - $104.0 $5.89K - $6.76K
XT
Ishares Tr Exponential Technol

ETFs
Q3 2020 Filed on Nov 16, 2020
1,699
$44.68 - $50.55 $75.9K - $85.9K
IEMG
Ishares Inc

ETFs
Q3 2020 Filed on Nov 16, 2020
331
$48.22 - $54.44 $16K - $18K
IEFA
Ishares Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
259
$57.43 - $62.28 $14.9K - $16.1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q3 2020 Filed on Nov 16, 2020
76
$38.18 - $40.04 $2.9K - $3.04K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
165
$21.34 - $22.09 $3.52K - $3.64K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
1,300
$52.31 - $59.6 $68K - $77.5K
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