Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPG
Simon Property Group Inc

Real Estate
Q4 2019 Filed on Jan 30, 2020
16
$144.01 - $158.06 $2.3K - $2.53K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
70
$61.54 - $85.88 $4.31K - $6.01K
Tjx Cos Inc New
Q4 2019 Filed on Jan 30, 2020
0
N/A
Ulta Beauty Inc Call December 250
Q4 2019 Filed on Jan 30, 2020
0
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
79
$157.12 - $175.25 $12.4K - $13.8K
VHT
Vanguard Health Care ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
69
$163.53 - $193.07 $11.3K - $13.3K
VFF
Village Farms International, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
527
$5.52 - $9.31 $2.91K - $4.91K
Visa Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
VOXX
Voxx International Corp

Technology
Q4 2019 Filed on Jan 30, 2020
100
$4.25 - $5.16 $425 - $516
Walmart Inc Call January 120
Q4 2019 Filed on Jan 30, 2020
0
N/A
Zimmer Biomet Holdings Inc Call December 150
Q4 2019 Filed on Jan 30, 2020
0
N/A
ACM
Aecom

Industrials
Q3 2019 Filed on Oct 28, 2019
375
$32.44 - $38.43 $12.2K - $14.4K
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
CMS
Cms Energy Corp

Utilities
Q3 2019 Filed on Oct 28, 2019
165
$57.66 - $65.04 $9.51K - $10.7K
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
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2019 Filed on Oct 28, 2019
85
$112.0 - $120.88 $9.52K - $10.3K
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
NUE
Nucor Corp

Basic Materials
Q3 2019 Filed on Oct 28, 2019
320
$46.61 - $56.71 $14.9K - $18.1K
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
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