Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q4 2019 Filed on Jan 30, 2020
58
$74.14 - $86.35 $4.3K - $5.01K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
Q4 2019 Filed on Jan 30, 2020
6,727
$19.47 - $19.66 $131K - $132K
St Johns Cnty Fla Wtr & Swr Rv Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Sallie Mae Bk Murray Utah Cd
Q4 2019 Filed on Jan 30, 2020
25
N/A
San Antonio Tx Gen Impt And Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
San Antonio Tex Wtr Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Sandy City Utah Sales Tax Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
SLB
Schlumberger Limited

Energy
Q4 2019 Filed on Jan 30, 2020
481
$30.71 - $40.79 $14.8K - $19.6K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2019 Filed on Jan 30, 2020
537
$33.63 - $38.03 $18.1K - $20.4K
Seattle Wa Go Impt Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
XLI
Industrial Sector Spdr

ETFs
Q4 2019 Filed on Jan 30, 2020
179
$74.07 - $82.5 $13.3K - $14.8K
Seminole Cnty Fla Wtr & Swr Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
SHOP
Shopify Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
75
$28.58 - $40.88 $2.14K - $3.07K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
Q4 2019 Filed on Jan 30, 2020
160
$51.74 - $66.74 $8.28K - $10.7K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2019 Filed on Jan 30, 2020
1,041
$6.18 - $7.18 $6.43K - $7.47K
SJM
J M Smucker CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
40
$101.51 - $108.4 $4.06K - $4.34K
South Bend Ind Redev Auth Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Southern Minn Mun Pwr Agy Pwr Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Springfield Mo Spl Oblig Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Stafford Twp Nj Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
STT
State Street Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
1,993
$55.15 - $80.42 $110K - $160K
Sumter Cnty Fla Indl Dev Auth Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Suncor Energy Inc Senior Note Callable M/W
Q4 2019 Filed on Jan 30, 2020
106
N/A
Sunrise Fla Util Sys Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Sunrise Water Auth Ore Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Synchrony Bank Cd
Q4 2019 Filed on Jan 30, 2020
25
N/A
TFSL
Tfs Financial Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
1,555
$17.68 - $20.42 $27.5K - $31.8K
Tampa Fla Util Tax Impt Rev Bds
Q4 2019 Filed on Jan 30, 2020
30
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2019 Filed on Jan 30, 2020
500
$6.53 - $10.72 $3.27K - $5.36K
Texas Pacific Land Trust Com
Q4 2019 Filed on Jan 30, 2020
200
N/A
Toms River N J Gen Impt Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
TD
Toronto Dominion Bank

Financial Services
Q4 2019 Filed on Jan 30, 2020
200
$54.66 - $58.28 $10.9K - $11.7K
Transcanada Pipelines LTD Mtn Senior Debenture M/W
Q4 2019 Filed on Jan 30, 2020
47
N/A
Travis Cnty Tex Wtr Ctl & Imp Ultd Tax Ref Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Triborough Bridge & Tunnel Aut Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Jan 30, 2020
441
$28.89 - $40.8 $12.7K - $18K
Unilever Nv Adr Sponsored
Q4 2019 Filed on Jan 30, 2020
250
N/A
Union Cnty Nc LTD Oblig Ref LTD Oblig Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
University Ark Board Trustee Rev Bds
Q4 2019 Filed on Jan 30, 2020
5
N/A
Utah St Brd Regents Student Ln Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
VLO
Valero Energy Corp

Energy
Q4 2019 Filed on Jan 30, 2020
1,214
$82.8 - $101.4 $101K - $123K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2019 Filed on Jan 30, 2020
3,490
$39.9 - $44.4 $139K - $155K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2019 Filed on Jan 30, 2020
316
$100.01 - $111.61 $31.6K - $35.3K
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2019 Filed on Jan 30, 2020
129
$175.19 - $190.6 $22.6K - $24.6K
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Jan 30, 2020
465
$55.15 - $74.56 $25.6K - $34.7K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2019 Filed on Jan 30, 2020
75
$144.1 - $159.03 $10.8K - $11.9K
VV
Vanguard Large Cap ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
147
$132.26 - $148.31 $19.4K - $21.8K
Virgin Islands Wtr & Pwr Auth Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
5
N/A
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
2
$88.31 - $123.64 $177 - $247
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email