Strategic Financial Partners, Ltd. Closed Holding Positions

Strategic Financial Partners, Ltd.

  • $181 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2023 Filed on Jul 10, 2024
2,926
$89.48 - $107.21 $262K - $314K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2023 Filed on Jul 10, 2024
5,740
$35.13 - $38.46 $202K - $221K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2023 Filed on Jul 10, 2024
5,697
$47.66 - $48.45 $272K - $276K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2023 Filed on Jul 10, 2024
4,171
$51.07 - $54.42 $213K - $227K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Jul 10, 2024
2,478
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Jul 10, 2024
6,189
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q3 2022 Filed on Jul 10, 2024
3,917
$56.76 - $66.76 $222K - $261K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2022 Filed on Jul 10, 2024
2,371
$126.42 - $155.93 $300K - $370K
BBDC
Barings Bdc, Inc.

Financial Services
Q2 2022 Filed on Jul 10, 2024
51,742
$9.24 - $10.9 $478K - $564K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2021 Filed on Jul 09, 2024
3,362
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Jul 09, 2024
1,893
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2020 Filed on Jul 09, 2024
2,284
N/A
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2020 Filed on Jul 09, 2024
2,119
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2020 Filed on Jul 09, 2024
11,496
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2020 Filed on Jul 09, 2024
2,545
$90.54 - $104.76 $230K - $267K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2020 Filed on Jul 09, 2024
10,299
$7.0 - $9.2 $72.1K - $94.8K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2020 Filed on Jul 09, 2024
2,727
$115.08 - $117.2 $314K - $320K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2020 Filed on Jul 09, 2024
12,461
$19.61 - $21.9 $244K - $273K
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