Shore Haven Wealth Partners, LLC Closed Holding Positions

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
IXG Ishares Global Fin'L ETF ETFs	Q2 2022 Filed on Aug 01, 2022	10,685	$64.68 - $79.93 $691K - $854K
SRLN Ssga Active Trust ETFs	Q2 2022 Filed on Aug 01, 2022	89,576	$41.64 - $45.06 $3.73M - $4.04M
CMCSA Comcast Corp Communication Services	Q2 2022 Filed on Aug 01, 2022	4,405	$37.91 - $48.11 $167K - $212K
WFHY Wisdomtree U.S. High Yield Cor ETFs	Q2 2022 Filed on Aug 01, 2022	38,835	$43.9 - $49.69 $1.7M - $1.93M
EMLC Vaneck ETF Tr J.P. Morgan Em L ETFs	Q2 2022 Filed on Aug 01, 2022	66,499	$24.21 - $27.02 $1.61M - $1.8M
ISTB Ihares Core 1 5 Years Usd Bond ETFs	Q2 2022 Filed on Aug 01, 2022	181,181	$46.78 - $48.31 $8.48M - $8.75M
CEMB Ishares J.P. Morgan Em Corpora ETFs	Q2 2022 Filed on Aug 01, 2022	30,614	$42.83 - $46.43 $1.31M - $1.42M
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	Q2 2022 Filed on Aug 01, 2022	133,116	$17.72 - $19.46 $2.36M - $2.59M
FGD First Tr Exchange Trd Fd Ii Fi ETFs	Q2 2022 Filed on Aug 01, 2022	43,467	$21.74 - $25.53 $945K - $1.11M
IEI Ishares Barclays 3 7 Yr Treas ETFs	Q2 2022 Filed on Aug 01, 2022	8,279	$116.23 - $121.42 $962K - $1.01M
NETL ETF Ser Solutions Net Lease CO ETFs	Q2 2022 Filed on Aug 01, 2022	43,103	$24.38 - $29.79 $1.05M - $1.28M
Polarityte Inc Com	Q2 2022 Filed on Aug 01, 2022	10,000	N/A
FTSM First Tr Enhanced Traded Fd Iv ETFs	Q2 2022 Filed on Aug 01, 2022	69,922	$59.38 - $59.57 $4.15M - $4.17M
BSTZ Black Rock Science & Technology Trust Ii N/A	Q1 2022 Filed on May 13, 2022	6,401	$24.7 - $39.04 $158K - $250K
BHVN Biohaven Pharmaceutical Holding CO Ltd. Healthcare	Q1 2022 Filed on May 13, 2022	1,794	$110.08 - $142.92 $197K - $256K
MU Micron Technology Inc Technology	Q1 2022 Filed on May 13, 2022	2,871	$69.4 - $97.36 $199K - $280K
MP Mp Materials Corp. Basic Materials	Q1 2022 Filed on May 13, 2022	4,948	$33.75 - $57.34 $167K - $284K
LRCX Lam Research Corp Technology	Q1 2022 Filed on May 13, 2022	351	$469.0 - $729.82 $165K - $256K
FCX Freeport Mcmoran Inc Basic Materials	Q1 2022 Filed on May 13, 2022	4,851	$36.04 - $51.93 $175K - $252K
QCOM Qualcomm Inc Technology	Q1 2022 Filed on May 13, 2022	1,177	$141.29 - $188.69 $166K - $222K
WTER Alkaline Water CO Inc Consumer Defensive	Q4 2021 Filed on Jan 21, 2022	10,000	$1.18 - $1.74 $11.8K - $17.4K
EFAV Ishares Msci Eafe Min Vol Fact ETFs	Q3 2021 Filed on Oct 28, 2021	12,835	$75.34 - $79.52 $967K - $1.02M
MUB Ishares National Muni Bond ETF ETFs	Q3 2021 Filed on Oct 28, 2021	4,193	$116.12 - $117.94 $487K - $495K
SLQD Ishares 0 5 Year Investment Gr ETFs	Q2 2021 Filed on Aug 16, 2021	68,065	$51.69 - $51.96 $3.52M - $3.54M
PNC Pnc Financial Services Group, Inc. Financial Services	Q2 2021 Filed on Aug 16, 2021	14	$171.73 - $199.38 $2.4K - $2.79K
HACK Etgmg Prime Cyber Security ETF ETFs	Q2 2021 Filed on Aug 16, 2021	215	$54.96 - $61.83 $11.8K - $13.3K
RTX Raytheon Technologies Corp Industrials	Q2 2021 Filed on Aug 16, 2021	2,554	$77.09 - $89.45 $197K - $228K
IBM International Business Machines Corp Technology	Q2 2021 Filed on Aug 16, 2021	883	$125.41 - $144.63 $111K - $128K
ORCL Oracle Corp Technology	Q2 2021 Filed on Aug 16, 2021	1,323	$71.81 - $84.61 $95K - $112K
IUSG Ishares Core S&P U.S Growth Et ETFs	Q2 2021 Filed on Aug 16, 2021	639	$91.91 - $101.16 $58.7K - $64.6K
QCLN First Tr Nasdaq Clean Edge Gre ETFs	Q2 2021 Filed on Aug 16, 2021	1,000	$54.47 - $70.0 $54.5K - $70K
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund Financial Services	Q2 2021 Filed on Aug 16, 2021	524	$26.57 - $29.57 $13.9K - $15.5K
NFBK Northfield Bancorp, Inc. Financial Services	Q2 2021 Filed on Aug 16, 2021	1,352	$15.84 - $17.13 $21.4K - $23.2K
BABA Alibaba Group Holding LTD Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	38	$206.08 - $244.01 $7.83K - $9.27K
CL Colgate Palmolive CO Consumer Defensive	Q2 2021 Filed on Aug 16, 2021	101	$78.55 - $84.59 $7.93K - $8.54K
IUSV Ishares Core S&P U.S. Value Et ETFs	Q2 2021 Filed on Aug 16, 2021	632	$69.41 - $73.87 $43.9K - $46.7K
KBA Kraneshares Bosera Msci China ETFs	Q2 2021 Filed on Aug 16, 2021	175	$43.4 - $48.9 $7.6K - $8.56K
CTSO Cytosorbents Corp Healthcare	Q2 2021 Filed on Aug 16, 2021	40	$7.55 - $9.42 $302 - $377
TSN Tyson Foods, Inc. Consumer Defensive	Q2 2021 Filed on Aug 16, 2021	21	$72.76 - $80.69 $1.53K - $1.69K
AMGN Amgen Inc Healthcare	Q2 2021 Filed on Aug 16, 2021	11	$233.58 - $259.14 $2.57K - $2.85K
PH Parker Hannifin Corp Industrials	Q2 2021 Filed on Aug 16, 2021	594	$280.99 - $321.84 $167K - $191K
AXP American Express CO Financial Services	Q2 2021 Filed on Aug 16, 2021	400	$144.33 - $169.45 $57.7K - $67.8K
PFE Pfizer Inc Healthcare	Q2 2021 Filed on Aug 16, 2021	2,511	$35.91 - $40.68 $90.2K - $102K
RDVY First Trust Rising Dividend Ac ETFs	Q2 2021 Filed on Aug 16, 2021	1,389	$46.13 - $49.37 $64.1K - $68.6K
WMT Walmart Inc. Consumer Defensive	Q2 2021 Filed on Aug 16, 2021	342	$135.17 - $142.42 $46.2K - $48.7K
DHR Danaher Corp Healthcare	Q2 2021 Filed on Aug 16, 2021	236	$225.08 - $271.69 $53.1K - $64.1K
CSCO Cisco Systems, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	776	$50.71 - $55.03 $39.4K - $42.7K
MCD Mcdonalds Corp Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	527	$225.21 - $237.11 $119K - $125K
CFR Cullen/Frost Bankers, Inc. Financial Services	Q2 2021 Filed on Aug 16, 2021	11	$107.46 - $124.58 $1.18K - $1.37K
GD General Dynamics Corp Industrials	Q2 2021 Filed on Aug 16, 2021	10	$180.83 - $194.82 $1.81K - $1.95K

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