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
WTRE
Watford Holdings Ltd.

Financial Services
Q1 2021 Filed on May 10, 2021
9
$25.2 - $26.8 $227 - $241
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2021 Filed on May 10, 2021
4
$40.61 - $44.6 $162 - $178
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
Q1 2021 Filed on May 10, 2021
413
$28.51 - $31.18 $11.8K - $12.9K
WMB
Williams Companies, Inc.

Energy
Q1 2021 Filed on May 10, 2021
120
$20.1 - $24.56 $2.41K - $2.95K
WHF
White Horse Finance, Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
103
$13.3 - $16.0 $1.37K - $1.65K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2021 Filed on May 10, 2021
342
$35.64 - $45.4 $12.2K - $15.5K
WY
Weyerhaeuser CO

Real Estate
Q1 2021 Filed on May 10, 2021
598
$31.19 - $36.15 $18.7K - $21.6K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
11
$9.08 - $9.5 $99.9 - $105
ULVM
Usaa ETF Tr Msci Usa Value Mom

ETFs
Q1 2021 Filed on May 10, 2021
41
$54.29 - $62.07 $2.23K - $2.54K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2021 Filed on May 10, 2021
50
$39.94 - $62.45 $2K - $3.12K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 10, 2021
897
$75.57 - $86.92 $67.8K - $78K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2021 Filed on May 10, 2021
81
$31.23 - $31.41 $2.53K - $2.54K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2021 Filed on May 10, 2021
136
$35.43 - $44.75 $4.82K - $6.09K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on May 10, 2021
251
$38.5 - $45.06 $9.66K - $11.3K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 10, 2021
2,551
$36.13 - $37.14 $92.2K - $94.7K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2021 Filed on May 10, 2021
1,774
$29.52 - $30.77 $52.4K - $54.6K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q1 2021 Filed on May 10, 2021
125
$51.39 - $52.66 $6.42K - $6.58K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2021 Filed on May 10, 2021
36
$26.89 - $27.33 $968 - $984
SPYG
Spdr Portfolio

ETFs
Q1 2021 Filed on May 10, 2021
1,493
$53.23 - $58.3 $79.5K - $87K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2021 Filed on May 10, 2021
127
$32.4 - $39.92 $4.11K - $5.07K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2021 Filed on May 10, 2021
145
$33.86 - $38.29 $4.91K - $5.55K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2021 Filed on May 10, 2021
6
$42.16 - $44.09 $253 - $265
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2021 Filed on May 10, 2021
26
$91.5 - $91.52 $2.38K - $2.38K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
Q1 2021 Filed on May 10, 2021
75
$69.57 - $89.63 $5.22K - $6.72K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2021 Filed on May 10, 2021
25
$63.54 - $94.39 $1.59K - $2.36K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2021 Filed on May 10, 2021
34
$51.71 - $71.1 $1.76K - $2.42K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2021 Filed on May 10, 2021
49
$104.47 - $119.79 $5.12K - $5.87K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q1 2021 Filed on May 10, 2021
210
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2021 Filed on May 10, 2021
2,344
$75.75 - $89.99 $178K - $211K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2021 Filed on May 10, 2021
59
$30.6 - $30.66 $1.81K - $1.81K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2021 Filed on May 10, 2021
1,370
$81.26 - $92.2 $111K - $126K
SKX
Skechers Usa Inc

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
148
$34.48 - $43.0 $5.1K - $6.36K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on May 10, 2021
102
$5.79 - $6.87 $591 - $701
SPG
Simon Property Group Inc

Real Estate
Q1 2021 Filed on May 10, 2021
137
$82.81 - $121.01 $11.3K - $16.6K
XLK
Technology Sector Spdr

ETFs
Q1 2021 Filed on May 10, 2021
790
$125.83 - $138.59 $99.4K - $109K
XLU
Utilities Sector Spdr

ETFs
Q1 2021 Filed on May 10, 2021
703
$58.36 - $64.15 $41K - $45.1K
XLI
Industrial Sector Spdr

ETFs
Q1 2021 Filed on May 10, 2021
1,082
$84.77 - $98.77 $91.7K - $107K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2021 Filed on May 10, 2021
536
$110.8 - $118.5 $59.4K - $63.5K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2021 Filed on May 10, 2021
2,416
N/A
SMAR
Smartsheet Inc

Technology
Q1 2021 Filed on May 10, 2021
50
$59.79 - $84.41 $2.99K - $4.22K
AOS
Smith A O Corp

Industrials
Q1 2021 Filed on May 10, 2021
30
$53.19 - $69.49 $1.6K - $2.08K
SNAP
Snap Inc

Communication Services
Q1 2021 Filed on May 10, 2021
221
$48.95 - $70.45 $10.8K - $15.6K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2021 Filed on May 10, 2021
150
$36.33 - $38.6 $5.45K - $5.79K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on May 10, 2021
5
$42.41 - $47.37 $212 - $237
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on May 10, 2021
39
$33.6 - $35.9 $1.31K - $1.4K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2021 Filed on May 10, 2021
170
$40.76 - $44.74 $6.93K - $7.61K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2021 Filed on May 10, 2021
6
$43.07 - $47.99 $258 - $288
LUV
Southwest Airlines CO

Industrials
Q1 2021 Filed on May 10, 2021
269
$43.94 - $62.1 $11.8K - $16.7K
SCCO
Southern Copper Corp

Basic Materials
Q1 2021 Filed on May 10, 2021
263
$65.82 - $81.53 $17.3K - $21.4K
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