Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Houghton Mifflin Harcourt CO
Q1 2022 Filed on Apr 18, 2022
148
N/A
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
4,000
$22.79 - $31.42 $91.2K - $126K
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
5,974
$4.0 - $4.7 $23.9K - $28.1K
ROLL
Rbc Bearings Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
178
$172.41 - $211.98 $30.7K - $37.7K
INSM
Insmed Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
993
$20.42 - $28.13 $20.3K - $27.9K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
Q1 2022 Filed on Apr 18, 2022
4,600
$30.45 - $35.31 $140K - $162K
DCOM
Dime Community Bancshares, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,942
$32.52 - $38.12 $128K - $150K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on Apr 18, 2022
2,776
$52.95 - $56.95 $147K - $158K
CRON
Cronos Group Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
6,304
$3.0 - $4.25 $18.9K - $26.8K
EVR
Evercore Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
633
$108.18 - $139.71 $68.5K - $88.4K
PAR
Par Technology Corp

Technology
Q1 2022 Filed on Apr 18, 2022
975
$34.0 - $53.15 $33.2K - $51.8K
DNL
Wiswisdomtree Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
1,552
$36.81 - $43.65 $57.1K - $67.7K
KEX
Kirby Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
1,505
$59.88 - $74.9 $90.1K - $113K
AR
Antero Resources Corp

Energy
Q1 2022 Filed on Apr 18, 2022
9,800
$16.97 - $31.24 $166K - $306K
DCO
Ducommun Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
1,625
$42.03 - $54.0 $68.3K - $87.8K
ENLC
En Link Midstream, LLC

Energy
Q1 2022 Filed on Apr 18, 2022
5,906
$6.98 - $9.98 $41.2K - $58.9K
Mogu Inc
Q1 2022 Filed on Apr 18, 2022
16,000
N/A
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
4,800
$12.87 - $15.15 $61.8K - $72.7K
VIVO
Meridian Bioscience Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
2,284
$19.97 - $26.94 $45.6K - $61.5K
Pretium Res Inc
Q1 2022 Filed on Apr 18, 2022
8,000
N/A
IOSP
Innospec Inc.

Basic Materials
Q1 2022 Filed on Apr 18, 2022
580
$89.67 - $99.68 $52K - $57.8K
Nuance Communications Inc
Q1 2022 Filed on Apr 18, 2022
1,201
N/A
Ihs Markit LTD
Q1 2022 Filed on Apr 18, 2022
519
N/A
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on Apr 18, 2022
1,061
$36.01 - $57.1 $38.2K - $60.6K
PNF
Pimco New York Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
267
$9.87 - $12.29 $2.64K - $3.28K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
7,210
$12.2 - $14.62 $88K - $105K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
6,000
$9.38 - $10.46 $56.3K - $62.8K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q1 2022 Filed on Apr 18, 2022
13,402
$14.17 - $15.88 $190K - $213K
Spx Flow Inc
Q1 2022 Filed on Apr 18, 2022
678
N/A
VYNE
Vyne Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,957
$0.5 - $1.15 $979 - $2.25K
Phillips 66 Partners LP
Q1 2022 Filed on Apr 18, 2022
3,207
N/A
FYLD
Cambria Foreign Shareholder Yi

ETFs
Q1 2022 Filed on Apr 18, 2022
10,467
$25.74 - $28.86 $269K - $302K
YELL
Yellow Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
5,500
$7.01 - $12.74 $38.6K - $70.1K
ONCT
Oncternal Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
4,501
$1.37 - $2.43 $6.17K - $10.9K
Cyrusone Inc
Q1 2022 Filed on Apr 18, 2022
588
N/A
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q1 2022 Filed on Apr 18, 2022
5,345
$22.88 - $27.28 $122K - $146K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,546
$15.3 - $16.16 $54.3K - $57.3K
Ncino Inc
Q1 2022 Filed on Apr 18, 2022
822
N/A
Santander Consumer Usa Hldgs
Q1 2022 Filed on Apr 18, 2022
1,055
N/A
Therapeuticsmd Inc
Q1 2022 Filed on Apr 18, 2022
70,000
N/A
Hollyfrontier Corp
Q1 2022 Filed on Apr 18, 2022
4,712
N/A
JSD
Nuveen Short Duration Credit Opportunities Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,976
$13.48 - $15.37 $53.6K - $61.1K
GRTS
Gritstone Bio, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,850
$4.03 - $12.19 $7.46K - $22.6K
NSL
Nuveen Senior Income Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
10,125
$5.32 - $6.08 $53.9K - $61.6K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
3,000
$10.26 - $12.17 $30.8K - $36.5K
DDS
Dillard'S, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
400
$227.01 - $296.0 $90.8K - $118K
NM
Navios Maritime Holdings Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
2,000
$2.87 - $4.21 $5.74K - $8.42K
Colfax Corp
Q1 2022 Filed on Apr 18, 2022
6,451
N/A
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
725
$10.75 - $12.72 $7.79K - $9.22K
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