Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Sarasota Cnty Fla Pub Hosp Brd Rev Bds Callable
Q3 2019 Filed on Oct 28, 2019
20
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2019 Filed on Oct 28, 2019
163
$56.56 - $57.5 $9.22K - $9.37K
TTE
Total Energies Se

Energy
Q3 2019 Filed on Oct 28, 2019
200
$48.01 - $56.58 $9.6K - $11.3K
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
AAL
American Airlines Group Inc.

Industrials
Q3 2019 Filed on Oct 28, 2019
202
$24.45 - $34.59 $4.94K - $6.99K
Hertz Corp Senior Note Callable M/W
Q3 2019 Filed on Oct 28, 2019
5
N/A
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2019 Filed on Oct 28, 2019
2,504
$39.22 - $41.24 $98.2K - $103K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q3 2019 Filed on Oct 28, 2019
700
$25.45 - $27.84 $17.8K - $19.5K
BHP
Bhp Group LTD

Basic Materials
Q3 2019 Filed on Oct 28, 2019
91
$41.65 - $52.6 $3.79K - $4.79K
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Oct 28, 2019
79
$21.34 - $28.9 $1.69K - $2.28K
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q3 2019 Filed on Oct 28, 2019
108
$41.7 - $42.86 $4.5K - $4.63K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2019 Filed on Oct 28, 2019
124
$53.33 - $54.71 $6.61K - $6.78K
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
American Express CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q3 2019 Filed on Oct 28, 2019
24
$32.06 - $44.0 $769 - $1.06K
Baxter Intl Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
CTRA
Coterra Energy Inc.

Energy
Q3 2019 Filed on Oct 28, 2019
305
$16.16 - $24.03 $4.93K - $7.33K
ENDTF
Canoe Eit Income Fund Units (C
Q3 2019 Filed on Oct 28, 2019
250
N/A
Citigroup Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
INCO
Columbia ETF Tr Ii Columbia In

ETFs
Q3 2019 Filed on Oct 28, 2019
495
$37.63 - $42.37 $18.6K - $21K
Cpfl Energia Sa Adr Sponsored
Q3 2019 Filed on Oct 28, 2019
158
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Disney Walt CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Emerson Elec CO
Q3 2019 Filed on Oct 28, 2019
0
N/A
Fedex Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Fedex Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
Gilead Sciences Inc
Q3 2019 Filed on Oct 28, 2019
0
N/A
Intel Corp
Q3 2019 Filed on Oct 28, 2019
0
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2019 Filed on Oct 28, 2019
1,074
$50.07 - $52.71 $53.8K - $56.6K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2019 Filed on Oct 28, 2019
372
$48.52 - $49.75 $18K - $18.5K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2019 Filed on Oct 28, 2019
907
$39.61 - $43.02 $35.9K - $39K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q3 2019 Filed on Oct 28, 2019
280
$50.22 - $50.52 $14.1K - $14.1K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2019 Filed on Oct 28, 2019
228
$70.31 - $73.75 $16K - $16.8K
Jp Morgan ETF Trust Betabuldr Deve ETF
Q3 2019 Filed on Oct 28, 2019
205
N/A
Jp Morgan ETF Trust Betabuldrs Cda ETF
Q3 2019 Filed on Oct 28, 2019
471
N/A
Jp Morgan ETF Trust Betbuld Europe ETF
Q3 2019 Filed on Oct 28, 2019
867
N/A
Jp Morgan ETF Trust Betbuld Japan ETF
Q3 2019 Filed on Oct 28, 2019
676
N/A
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