Selective Wealth Management, Inc. Closed Holding Positions

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2019 Filed on Jan 10, 2020
4,481
$53.19 - $53.86 $238K - $241K
Landcadia Hldgs Ii Inc
Q4 2019 Filed on Jan 10, 2020
200
N/A
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q4 2019 Filed on Jan 10, 2020
375
$5.89 - $6.33 $2.21K - $2.37K
Wisdomtree Tr
Q4 2019 Filed on Jan 10, 2020
3,867
N/A
SM
Sm Energy CO

Energy
Q4 2019 Filed on Jan 10, 2020
99
$7.2 - $11.24 $713 - $1.11K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q4 2019 Filed on Jan 10, 2020
6,379
$40.24 - $42.53 $257K - $271K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2019 Filed on Jan 10, 2020
189
N/A
TEF
Telefonica S A

Communication Services
Q4 2019 Filed on Jan 10, 2020
385
$6.97 - $8.04 $2.68K - $3.1K
Red Hat Inc
Q2 2019 Filed on Jul 16, 2019
17,800
N/A
Pivotal Software Inc
Q2 2019 Filed on Jul 16, 2019
350,100
N/A
Ultimate Software Group
Q2 2019 Filed on Jul 16, 2019
9,428
N/A
EDZ
Direxion Daily Emerging Market

ETFs
Q1 2019 Filed on Apr 04, 2019
112
$41.75 - $62.54 $4.68K - $7K
R
Ryder System Inc

Industrials
Q1 2019 Filed on Apr 04, 2019
100
$48.81 - $64.55 $4.88K - $6.46K
CCJ
Cameco Corp

Energy
Q1 2019 Filed on Apr 04, 2019
100
$11.29 - $12.94 $1.13K - $1.29K
Blackstone Group L P
Q1 2019 Filed on Apr 04, 2019
230
N/A
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q1 2019 Filed on Apr 04, 2019
2,632
$5.01 - $5.56 $13.2K - $14.6K
Enbridge Energy Partners L P
Q1 2019 Filed on Apr 04, 2019
1,000
N/A
Energy Transfer Partners LP
Q1 2019 Filed on Apr 04, 2019
600
N/A
RIG
Transocean Ltd.

Energy
Q1 2019 Filed on Apr 04, 2019
100
$7.14 - $9.49 $714 - $949
DOG
Proshares Short Dow30 ETF New

ETFs
Q1 2019 Filed on Apr 04, 2019
250
N/A
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
Q1 2019 Filed on Apr 04, 2019
241
$10.33 - $11.05 $2.49K - $2.66K
VLO
Valero Energy Corp

Energy
Q1 2019 Filed on Apr 04, 2019
100
$74.2 - $87.82 $7.42K - $8.78K
Voya Intl High Divid Eqty In
Q1 2019 Filed on Apr 04, 2019
175
N/A
Wmih Corp
Q1 2019 Filed on Apr 04, 2019
3
N/A
MFV
Mfs Special Value Trust

Financial Services
Q1 2019 Filed on Apr 04, 2019
975
$5.04 - $5.6 $4.91K - $5.46K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q1 2019 Filed on Apr 04, 2019
0
$9.86 - $11.98 $0 - $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2019 Filed on Apr 04, 2019
54
$44.49 - $46.71 $2.4K - $2.52K
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on Apr 04, 2019
1
N/A
Harris Corp Del
Q1 2019 Filed on Apr 04, 2019
100
N/A
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
Q1 2019 Filed on Apr 04, 2019
328
$9.18 - $10.51 $3.01K - $3.45K
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2019 Filed on Apr 04, 2019
121
$10.07 - $13.35 $1.22K - $1.62K
FT
Franklin Universal Trust

Financial Services
Q1 2019 Filed on Apr 04, 2019
765
$6.27 - $7.06 $4.8K - $5.4K
Transenterix Inc
Q1 2019 Filed on Apr 04, 2019
4
N/A
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