Spectrum Planning & Advisory Services Inc. Closed Holding Positions

Spectrum Planning & Advisory Services Inc.

  • $101 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Jul 15, 2022
694
$315.97 - $423.43 $219K - $294K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Jul 15, 2022
40,353
$37.88 - $48.01 $1.53M - $1.94M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2022 Filed on Jul 15, 2022
69,517
$28.19 - $33.79 $1.96M - $2.35M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q1 2022 Filed on Apr 18, 2022
5,190
$35.57 - $40.83 $185K - $212K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on Apr 18, 2022
2,971
$67.21 - $80.45 $200K - $239K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
17,600
$72.45 - $85.55 $1.28M - $1.51M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on Apr 18, 2022
61,909
$48.35 - $50.5 $2.99M - $3.13M
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2022 Filed on Apr 18, 2022
2,775
N/A
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
1,500
$140.76 - $164.9 $211K - $247K
RODM
Hartford Multifactor Developed

ETFs
Q1 2022 Filed on Apr 18, 2022
8,132
$27.12 - $30.49 $221K - $248K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q4 2021 Filed on Jan 19, 2022
4,108
$55.28 - $56.19 $227K - $231K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q3 2021 Filed on Oct 13, 2021
9,090
$117.35 - $126.82 $1.07M - $1.15M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q3 2021 Filed on Oct 13, 2021
14,066
$25.95 - $26.1 $365K - $367K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q3 2021 Filed on Oct 13, 2021
16,039
$69.28 - $72.07 $1.11M - $1.16M
DIS
Walt Disney CO

Communication Services
Q3 2021 Filed on Oct 13, 2021
1,142
$169.17 - $185.91 $193K - $212K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2021 Filed on Jul 19, 2021
2,730
$55.06 - $60.62 $150K - $165K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2021 Filed on Apr 27, 2021
71,286
$54.5 - $55.17 $3.89M - $3.93M
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on Apr 27, 2021
10,962
$38.5 - $45.06 $422K - $494K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2021 Filed on Apr 27, 2021
7,299
$109.42 - $121.99 $799K - $890K
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on Apr 27, 2021
2,298
$112.93 - $119.98 $260K - $276K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2021 Filed on Apr 27, 2021
5,332
$40.55 - $41.58 $216K - $222K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on Apr 27, 2021
103,139
$36.13 - $37.14 $3.73M - $3.83M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on Apr 27, 2021
100,546
$29.49 - $32.83 $2.97M - $3.3M
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