Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
American Express Bank Fsb Cd	Q3 2019 Filed on Oct 28, 2019	20	N/A
Amerigas Partners Lp/Amerigas Unit L P Int	Q3 2019 Filed on Oct 28, 2019	268	N/A
Burlington Cnty N J Bridge CO County Gtd Bridge Sys Re	Q3 2019 Filed on Oct 28, 2019	15	N/A
Capital One Natl Assn Va Cd	Q3 2019 Filed on Oct 28, 2019	20	N/A
Cleveland Cuyahoga Cnty Ohio Rev Bds	Q3 2019 Filed on Oct 28, 2019	10	N/A
Cleveland Ohio Pkg Facs Rev Rev Bds	Q3 2019 Filed on Oct 28, 2019	5	N/A
Cleveland Ohio Pkg Facs Rev Rev Bds	Q3 2019 Filed on Oct 28, 2019	20	N/A
Decatur Ala Go Wts	Q3 2019 Filed on Oct 28, 2019	10	N/A
Du Page & Will Cntys Ill Go Sch Blds Bds	Q3 2019 Filed on Oct 28, 2019	20	N/A
DRE Duke Realty Corp Real Estate	Q3 2019 Filed on Oct 28, 2019	53	$31.8 - $34.1 $1.69K - $1.81K
Florida St Mun Pwr Agy Rev Bds	Q3 2019 Filed on Oct 28, 2019	10	N/A
Goldman Sachs Bk Usa Ny Cd	Q3 2019 Filed on Oct 28, 2019	100	N/A
HSBC Hsbc Holdings PLC Financial Services	Q3 2019 Filed on Oct 28, 2019	465	$35.53 - $42.1 $16.5K - $19.6K
HAL Halliburton CO Energy	Q3 2019 Filed on Oct 28, 2019	68	$17.31 - $23.85 $1.18K - $1.62K
Harris Cnty Tex Met Sales And Use Tax Rev Bd	Q3 2019 Filed on Oct 28, 2019	50	N/A
Independence Ohio Various Purp Ref Bds	Q3 2019 Filed on Oct 28, 2019	25	N/A
Independence Ohio Various Purp Ref Bds	Q3 2019 Filed on Oct 28, 2019	15	N/A
Ishares Tr	Q3 2019 Filed on Oct 28, 2019	3,756	N/A
Las Vegas Valley Nev Wtr Dist Go Wtr Bds	Q3 2019 Filed on Oct 28, 2019	40	N/A
LEN Lennar Corp Consumer Cyclical	Q3 2019 Filed on Oct 28, 2019	160	$45.86 - $55.85 $7.34K - $8.94K
Massachusetts Bay Transn Auth Sr Sales Tax Bds	Q3 2019 Filed on Oct 28, 2019	5	N/A
MRCY Mercury Systems Inc Industrials	Q3 2019 Filed on Oct 28, 2019	50	$68.31 - $88.75 $3.42K - $4.44K
Michigan State Comprehensive Rev Bds	Q3 2019 Filed on Oct 28, 2019	15	N/A
Missouri St Envrnmntl Impt Rev Bds Callable	Q3 2019 Filed on Oct 28, 2019	50	N/A
Ohio St Spl Oblig Cap Facs Lease Appropria	Q3 2019 Filed on Oct 28, 2019	15	N/A
Parker CO Wtr & Santn Dist Go Ref Bds	Q3 2019 Filed on Oct 28, 2019	10	N/A
Pennsylvania St Econ Dev Fing Rev Bds Callable	Q3 2019 Filed on Oct 28, 2019	5	N/A
Penn State Higher Ed Rev Bds	Q3 2019 Filed on Oct 28, 2019	50	N/A
Pennsylvania St Univ Rev Bds	Q3 2019 Filed on Oct 28, 2019	15	N/A
RCS Pimco Strategic Income Fund, Inc Financial Services	Q3 2019 Filed on Oct 28, 2019	150	$8.95 - $10.08 $1.34K - $1.51K
Portland Or Rev Ref Bds	Q3 2019 Filed on Oct 28, 2019	50	N/A
Regional Transm Auth Ill G.O Bds	Q3 2019 Filed on Oct 28, 2019	20	N/A
Rent A Center Inc Senior Note Callable M/W	Q3 2019 Filed on Oct 28, 2019	20	N/A
RHHBY Roche Hldg LTD Spons Adr Healthcare	Q3 2019 Filed on Oct 28, 2019	300	$33.91 - $36.46 $10.2K - $10.9K
RDS-A Shell PLC Energy	Q3 2019 Filed on Oct 28, 2019	640	$49.47 - $57.87 $31.7K - $37K
Sarasota Cnty Fla Pub Hosp Brd Rev Bds Callable	Q3 2019 Filed on Oct 28, 2019	20	N/A
Witchita Kans Go Sales Tax Ref Bds	Q3 2019 Filed on Oct 28, 2019	10	N/A
AUY Yamana Gold Inc. Basic Materials	Q3 2019 Filed on Oct 28, 2019	2,215	$2.42 - $3.72 $5.36K - $8.24K
European Investment Bank Sr Unsecured	Q3 2019 Filed on Oct 28, 2019	150	N/A
KSU Kansas City Southern Industrials	Q3 2019 Filed on Oct 28, 2019	200	N/A
AA Alcoa Corp Basic Materials	Q3 2019 Filed on Oct 28, 2019	68	$16.73 - $23.56 $1.14K - $1.6K
Hertz Corp Senior Note Callable M/W	Q3 2019 Filed on Oct 28, 2019	5	N/A
RACE Ferrari N.V. Consumer Cyclical	Q3 2019 Filed on Oct 28, 2019	50	$150.35 - $169.12 $7.52K - $8.46K
SHYG Ishares 0 5 Year High Yield CO ETFs	Q3 2019 Filed on Oct 28, 2019	108	$45.9 - $46.68 $4.96K - $5.04K
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	Q3 2019 Filed on Oct 28, 2019	124	$50.75 - $52.31 $6.29K - $6.49K
St Paul Mn Hsg & Redev Auth Lease Rev Bds Callable	Q3 2019 Filed on Oct 28, 2019	5	N/A
TRGP Targa Resources Corp. Energy	Q3 2019 Filed on Oct 28, 2019	1,025	$32.46 - $43.27 $33.3K - $44.4K
Abbvie Inc	Q3 2019 Filed on Oct 28, 2019	0	N/A
AGNC Agnc Investment Corp. Real Estate	Q3 2019 Filed on Oct 28, 2019	300	$14.73 - $17.54 $4.42K - $5.26K
Alibaba Group Hldg LTD	Q3 2019 Filed on Oct 28, 2019	0	N/A

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