Reuter James Wealth Management, LLC Closed Holding Positions

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
1,034
$165.45 - $228.02 $171K - $236K
FTGC
First Trust Global Tactical CO

ETFs
Q2 2022 Filed on Aug 09, 2022
119,563
$26.76 - $30.22 $3.2M - $3.61M
SPMD
Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 09, 2022
12,471
$38.67 - $47.45 $482K - $592K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2022 Filed on Aug 09, 2022
4,849
$59.0 - $74.73 $286K - $362K
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 09, 2022
706
$162.49 - $317.18 $115K - $224K
BNDD
Kraneshares Tr Quadratic Defla

ETFs
Q2 2022 Filed on Aug 09, 2022
134,158
$22.3 - $26.08 $2.99M - $3.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Aug 09, 2022
9,396
$66.73 - $79.1 $627K - $743K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Aug 09, 2022
1,000
$271.39 - $369.3 $271K - $369K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2022 Filed on Aug 09, 2022
1,636
$229.64 - $292.39 $376K - $478K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
876
$188.16 - $253.27 $165K - $222K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Aug 09, 2022
1,785
$85.79 - $147.87 $153K - $264K
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
2,842
$48.25 - $100.49 $137K - $286K
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on Apr 14, 2022
13,157
$21.26 - $25.41 $280K - $334K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
658
$349.42 - $418.74 $230K - $276K
APTV
Aptiv PLC

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1,470
$97.63 - $174.12 $144K - $256K
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on Apr 14, 2022
639
$270.99 - $346.41 $173K - $221K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2022 Filed on Apr 14, 2022
11,559
$93.09 - $107.63 $1.08M - $1.24M
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