Safeguard Investment Advisory Group, LLC Closed Holding Positions

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 04, 2022
6,271
$22.98 - $41.0 $144K - $257K
Xilinx Inc Com
Q1 2022 Filed on May 04, 2022
1,350
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Feb 03, 2022
853
$219.19 - $250.48 $187K - $214K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2021 Filed on Jul 23, 2021
3,856
$113.78 - $115.33 $439K - $445K
Seagate Technology PLC Com
Q2 2021 Filed on Jul 23, 2021
9,213
N/A
PLUG
Plug Power Inc

Industrials
Q1 2021 Filed on May 10, 2021
1,561
$30.78 - $73.18 $48K - $114K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on May 10, 2021
1,020
$79.06 - $90.99 $80.6K - $92.8K
PCG
Pg&E Corp

Utilities
Q1 2021 Filed on May 10, 2021
1,426
$10.51 - $12.38 $15K - $17.7K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q1 2021 Filed on May 10, 2021
756
$7.21 - $11.72 $5.45K - $8.86K
Perspecta Inc Com
Q1 2021 Filed on May 10, 2021
75
N/A
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
154
$101.35 - $167.42 $15.6K - $25.8K
POWI
Power Integrations Inc

Technology
Q1 2021 Filed on May 10, 2021
80
$77.82 - $96.76 $6.23K - $7.74K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
131
$226.09 - $304.79 $29.6K - $39.9K
PAYX
Paychex Inc

Industrials
Q1 2021 Filed on May 10, 2021
109
$86.87 - $100.82 $9.47K - $11K
PSX
Phillips 66

Energy
Q1 2021 Filed on May 10, 2021
544
$67.38 - $88.66 $36.7K - $48.2K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q1 2021 Filed on May 10, 2021
5,464
$17.69 - $19.1 $96.7K - $104K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
50
$143.52 - $181.41 $7.18K - $9.07K
PJT
Pjt Partners Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
5
$66.23 - $80.94 $331 - $405
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
607
$10.16 - $11.46 $6.17K - $6.96K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q1 2021 Filed on May 10, 2021
85
$63.48 - $93.58 $5.4K - $7.95K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2021 Filed on May 10, 2021
179
$110.36 - $116.74 $19.8K - $20.9K
PII
Polaris Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
78
$95.71 - $140.51 $7.47K - $11K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2021 Filed on May 10, 2021
469
$97.73 - $99.18 $45.8K - $46.5K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q1 2021 Filed on May 10, 2021
36
$78.67 - $89.04 $2.83K - $3.21K
PH
Parker Hannifin Corp

Industrials
Q1 2021 Filed on May 10, 2021
14
$249.92 - $317.59 $3.5K - $4.45K
OXY
Occidental Petroleum Corp

Energy
Q1 2021 Filed on May 10, 2021
240
$17.45 - $31.23 $4.19K - $7.5K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2021 Filed on May 10, 2021
181
$160.47 - $208.34 $29K - $37.7K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q1 2021 Filed on May 10, 2021
4,115
$21.7 - $24.0 $89.3K - $98.8K
Nuveen Sel Tax I3 Sh Ben Int
Q1 2021 Filed on May 10, 2021
219
N/A
Nuveen Global High Income Fund Com Of Ben Int Usd0.01
Q1 2021 Filed on May 10, 2021
411
N/A
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q1 2021 Filed on May 10, 2021
524
$14.64 - $16.25 $7.67K - $8.52K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q1 2021 Filed on May 10, 2021
650
$15.65 - $16.5 $10.2K - $10.7K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
Q1 2021 Filed on May 10, 2021
736
$13.81 - $15.21 $10.2K - $11.2K
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2021 Filed on May 10, 2021
22
N/A
OCGN
Ocugen, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
25
$1.66 - $15.81 $41.5 - $395
OMCL
Omnicell, Inc

Healthcare
Q1 2021 Filed on May 10, 2021
565
$117.78 - $143.9 $66.5K - $81.3K
PK
Park Hotels & Resorts Inc.

Real Estate
Q1 2021 Filed on May 10, 2021
4,520
$16.5 - $24.6 $74.6K - $111K
PCAR
Paccar Inc

Industrials
Q1 2021 Filed on May 10, 2021
196
$84.72 - $99.6 $16.6K - $19.5K
OC
Owens Corning

Industrials
Q1 2021 Filed on May 10, 2021
108
$73.94 - $92.66 $7.99K - $10K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on May 10, 2021
395
$62.24 - $69.91 $24.6K - $27.6K
Osi ETF Trust Oshares Us Quality Div ETF
Q1 2021 Filed on May 10, 2021
110
N/A
OGEN
Oragenics Inc

Healthcare
Q1 2021 Filed on May 10, 2021
1,000
$0.52 - $1.52 $520 - $1.52K
ON
On Semiconductor Corp

Technology
Q1 2021 Filed on May 10, 2021
100
$32.67 - $42.27 $3.27K - $4.23K
OMC
Omnicom Group Inc.

Communication Services
Q1 2021 Filed on May 10, 2021
22
$60.88 - $77.78 $1.34K - $1.71K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q1 2021 Filed on May 10, 2021
1,207
$16.17 - $17.28 $19.5K - $20.9K
PPG
Ppg Industries Inc

Basic Materials
Q1 2021 Filed on May 10, 2021
61
$134.45 - $155.52 $8.2K - $9.49K
PPL
Ppl Corp

Utilities
Q1 2021 Filed on May 10, 2021
135
$26.19 - $29.69 $3.54K - $4.01K
RGLD
Royal Gold Inc

Basic Materials
Q1 2021 Filed on May 10, 2021
3
$102.15 - $111.05 $306 - $333
RDS-A
Shell PLC

Energy
Q1 2021 Filed on May 10, 2021
333
$34.63 - $43.02 $11.5K - $14.3K
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