Sightline Wealth Advisors, LLC Closed Holding Positions

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SDIV
Global X Fds Global X Superdiv

ETFs
Q2 2022 Filed on Jul 15, 2022
50,058
$9.08 - $11.82 $455K - $592K
VCR
Vanguard Consumer Discretionar

ETFs
Q2 2022 Filed on Jul 15, 2022
838
$222.74 - $312.09 $187K - $262K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Jul 15, 2022
1,235
$122.23 - $195.51 $151K - $241K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2022 Filed on Jul 15, 2022
88,112
$7.13 - $8.92 $628K - $786K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
2,859
$59.66 - $78.49 $171K - $224K
Delaware Inv Minnesta Mu
Q1 2022 Filed on Apr 29, 2022
33,570
N/A
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q1 2022 Filed on Apr 29, 2022
5,211
$34.88 - $42.11 $182K - $219K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
14,958
$1.84 - $2.68 $27.5K - $40.1K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Jan 26, 2022
3,529
$55.11 - $57.44 $194K - $203K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2021 Filed on Jan 26, 2022
3,587
$29.68 - $30.1 $106K - $108K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q4 2021 Filed on Jan 26, 2022
1,860
$117.3 - $137.67 $218K - $256K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2021 Filed on Oct 25, 2021
572
$468.36 - $506.04 $268K - $289K
JXI
Ishares Tr Global Utils ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
5,129
$58.86 - $64.62 $302K - $331K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2021 Filed on Jul 22, 2021
11,700
$4.26 - $6.5 $49.8K - $76.1K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
11,418
$14.87 - $15.7 $170K - $179K
United States Treas Nt
Q1 2021 Filed on May 10, 2021
236,000
N/A
DIV
Global X Superdividend Us ETF

ETFs
Q1 2021 Filed on May 10, 2021
108,316
$16.85 - $19.43 $1.83M - $2.1M
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email