Stonebridge Financial Planning Group, LLC Closed Holding Positions

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Draftkings Inc Com Cl A
Q1 2022 Filed on May 10, 2022
65
N/A
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 10, 2022
1,283
$19.82 - $21.08 $25.4K - $27K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 10, 2022
1,229
$20.8 - $21.87 $25.6K - $26.9K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2022 Filed on May 10, 2022
270
$44.42 - $51.73 $12K - $14K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on May 10, 2022
100
$166.75 - $332.01 $16.7K - $33.2K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2022 Filed on May 10, 2022
30
$251.21 - $285.37 $7.54K - $8.56K
GNRC
Generac Holdings Inc.

Industrials
Q1 2022 Filed on May 10, 2022
63
$256.99 - $347.91 $16.2K - $21.9K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on May 10, 2022
70
$119.16 - $140.17 $8.34K - $9.81K
FXR
First Trust Industrials/Produc

ETFs
Q1 2022 Filed on May 10, 2022
75
$53.82 - $62.92 $4.04K - $4.72K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
Q1 2022 Filed on May 10, 2022
1,845
$42.76 - $55.48 $78.9K - $102K
ESG
Flexshares Stoxx Us Esg Select
Q1 2022 Filed on May 10, 2022
151
N/A
Cion Investment Corporation Tranche C
Q1 2022 Filed on May 10, 2022
478
N/A
FXI
Ishares Tr

ETFs
Q1 2022 Filed on May 10, 2022
600
$27.07 - $39.03 $16.2K - $23.4K
KULR
Kulr Technology Group, Inc.

Technology
Q1 2022 Filed on May 10, 2022
1,400
$1.97 - $3.05 $2.76K - $4.27K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on May 10, 2022
38
$11.28 - $19.37 $429 - $736
MX
Magnachip Semiconductor Corp

Technology
Q1 2022 Filed on May 10, 2022
265
$15.27 - $20.19 $4.05K - $5.35K
ONL
Orion Office Reit Inc.

Real Estate
Q1 2022 Filed on May 10, 2022
20
$14.0 - $18.74 $280 - $375
UEC
Uranium Energy Corp

Energy
Q1 2022 Filed on May 10, 2022
4,000
$2.42 - $5.21 $9.68K - $20.8K
Cion Investment Corporation Tranche B
Q1 2022 Filed on May 10, 2022
478
N/A
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
Q1 2022 Filed on May 10, 2022
30
$33.11 - $35.84 $993 - $1.08K
ASTR
Astra Space, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
555
$3.07 - $6.75 $1.7K - $3.75K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2022 Filed on May 10, 2022
4,350
$22.56 - $25.61 $98.1K - $111K
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 10, 2022
150
$42.9 - $54.34 $6.44K - $8.15K
IAU
Ishares Gold Trust

ETFs
Q1 2022 Filed on May 10, 2022
156
$34.0 - $38.98 $5.3K - $6.08K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2022 Filed on May 10, 2022
150
$89.45 - $106.35 $13.4K - $16K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 10, 2022
75
$30.45 - $39.36 $2.28K - $2.95K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on May 10, 2022
1,000
$86.35 - $116.02 $86.4K - $116K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
Q1 2022 Filed on May 10, 2022
2,760
$23.21 - $26.66 $64.1K - $73.6K
CION
Cion Investment Corp

Financial Services
Q1 2022 Filed on May 10, 2022
478
$11.8 - $14.98 $5.64K - $7.16K
VCSA
Vacasa, Inc.

Technology
Q1 2022 Filed on May 10, 2022
3,500
$5.61 - $9.22 $19.6K - $32.3K
Quidel Corp
Q1 2022 Filed on May 10, 2022
100
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2022 Filed on May 10, 2022
845
$55.42 - $68.99 $46.8K - $58.3K
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on May 10, 2022
1,850
$48.9 - $49.56 $90.5K - $91.7K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 10, 2022
500
$50.93 - $72.96 $25.5K - $36.5K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 10, 2022
920
$52.29 - $96.99 $48.1K - $89.2K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on May 10, 2022
100
$150.07 - $182.21 $15K - $18.2K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
100
$36.45 - $59.95 $3.65K - $6K
FNV
Franco Nevada Corp

Basic Materials
Q1 2022 Filed on May 10, 2022
51
$126.61 - $163.67 $6.46K - $8.35K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on May 10, 2022
25
$257.27 - $315.76 $6.43K - $7.89K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2022 Filed on May 10, 2022
1,000
$48.28 - $50.36 $48.3K - $50.4K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 10, 2022
400
$51.44 - $54.88 $20.6K - $22K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
131
$764.04 - $1199.78 $100K - $157K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 10, 2022
200
$64.67 - $72.25 $12.9K - $14.5K
SBAC
Sba Communications Corp

Real Estate
Q1 2022 Filed on May 10, 2022
80
$290.82 - $379.87 $23.3K - $30.4K
UNIT
Uniti Group Inc.

Real Estate
Q1 2022 Filed on May 10, 2022
12
$11.03 - $14.07 $132 - $169
VLVLY
Volvo Ab Adr (Swe)

Industrials
Q1 2022 Filed on May 10, 2022
1,500
$15.85 - $24.73 $23.8K - $37.1K
ACB
Aurora Cannabis Inc

Healthcare
Q1 2022 Filed on May 10, 2022
102
$2.93 - $5.89 $299 - $601
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on May 10, 2022
200
$103.82 - $106.76 $20.8K - $21.4K
PSA
Public Storage

Real Estate
Q1 2022 Filed on May 10, 2022
23
$342.38 - $396.47 $7.87K - $9.12K
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