Sc&H Financial Advisors, Inc. Closed Holding Positions

Sc&H Financial Advisors, Inc.

  • $447 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
1,856
$104.73 - $109.51 $194K - $203K
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
Q2 2022 Filed on Aug 10, 2022
5,996
N/A
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
7,654
$44.36 - $53.2 $340K - $407K
VZ
Verizon Communications Inc

Communication Services
Q2 2022 Filed on Aug 10, 2022
7,389
$46.23 - $55.01 $342K - $406K
XPEV
Xpeng Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
7,481
$19.82 - $35.29 $148K - $264K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
4,714
$62.81 - $75.35 $296K - $355K
FITB
Fifth Third Bancorp

Financial Services
Q2 2022 Filed on Aug 10, 2022
12,575
$33.25 - $41.8 $418K - $526K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Aug 10, 2022
2,318
$77.79 - $98.42 $180K - $228K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 10, 2022
2,341
$93.29 - $138.58 $218K - $324K
CCI
Crown Castle International Corp

Real Estate
Q2 2022 Filed on Aug 10, 2022
1,473
$154.99 - $198.02 $228K - $292K
CME
Cme Group Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
1,256
$188.48 - $244.3 $237K - $307K
CSCO
Cisco Systems, Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
5,922
$41.72 - $55.87 $247K - $331K
ASML
Asml Holding Nv

Technology
Q2 2022 Filed on Aug 10, 2022
315
$468.15 - $680.83 $147K - $214K
ARCC
Ares Capital Corp

Financial Services
Q2 2022 Filed on Aug 10, 2022
9,529
$17.12 - $22.44 $163K - $214K
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Aug 10, 2022
870
$224.72 - $268.62 $196K - $234K
MET
Metlife Inc

Financial Services
Q2 2022 Filed on Aug 10, 2022
3,980
$60.87 - $72.44 $242K - $288K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
263
$764.04 - $1199.78 $201K - $316K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on May 10, 2022
2,775
$72.32 - $91.66 $201K - $254K
KEY
Keycorp

Financial Services
Q1 2022 Filed on May 10, 2022
11,008
$22.12 - $27.01 $243K - $297K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 10, 2022
9,914
$21.05 - $21.46 $209K - $213K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2022 Filed on May 10, 2022
9,042
$21.31 - $22.2 $193K - $201K
AON
Aon PLC

Financial Services
Q1 2022 Filed on May 10, 2022
785
$261.88 - $326.39 $206K - $256K
ALLY
Ally Financial Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
4,471
$40.81 - $52.76 $182K - $236K
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