Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Hamilton Cnty Ohio Hosp Rev Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
50
N/A
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
Q3 2018 Filed on Dec 06, 2018
800
$11.78 - $12.13 $9.42K - $9.7K
SPVM
Invesco S&P 500 Value With Mom

ETFs
Q3 2018 Filed on Dec 06, 2018
818
$37.39 - $40.11 $30.6K - $32.8K
Jp Morgan Chase & CO Sub Perpetual Clbl Var
Q3 2018 Filed on Dec 06, 2018
34
N/A
Jp Morgan Div Rtn Eu ETF
Q3 2018 Filed on Dec 06, 2018
147
N/A
JPSE
J P Morgan Diversified Return

ETFs
Q3 2018 Filed on Dec 06, 2018
844
$31.65 - $33.3 $26.7K - $28.1K
Jp Morgan Diversified Et ETF
Q3 2018 Filed on Dec 06, 2018
1,046
N/A
Keycorp Jr Perpetual Clbl Qtrly Var
Q3 2018 Filed on Dec 06, 2018
25
N/A
Lucas Cnty Ohio Hosp Rev Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
25
N/A
Met Pier & Exposition Auth Il Proj Bds Callable
Q3 2018 Filed on Dec 06, 2018
35
N/A
Metro Pier& Expos Auth Ill Ded Rev Bds
Q3 2018 Filed on Dec 06, 2018
40
N/A
NUO
Nuveen Ohio Quality Municipal Income Fund

Financial Services
Q3 2018 Filed on Dec 06, 2018
4,000
$13.39 - $13.91 $53.6K - $55.6K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
Q3 2018 Filed on Dec 06, 2018
1,969
$12.37 - $12.86 $24.4K - $25.3K
Ohio St Higher Edl Fac Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
50
N/A
Ohio St Hosp Revenue Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
5
N/A
Patrick Henry Oh Sch Dist Cops Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
Pennsylvania St Turnpike Commission Turn Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
Pennsylvania State Turnpike Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
Pennsylvania State Turnpike Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
50
N/A
Perrysburg Ohio Exmp Vlg Sch Sch Facs Constr Impt Bds Clbl
Q3 2018 Filed on Dec 06, 2018
25
N/A
Philadelphia Pa Auth For Indl Rev Bds
Q3 2018 Filed on Dec 06, 2018
15
N/A
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
Q3 2018 Filed on Dec 06, 2018
1,168
N/A
Pittsburgh & Allegheny Cnty P Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
25
N/A
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q3 2018 Filed on Dec 06, 2018
314
$4.51 - $4.67 $1.42K - $1.47K
San Leandro Calif Uni Sch Cabs Callable
Q3 2018 Filed on Dec 06, 2018
40
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2018 Filed on Dec 06, 2018
9
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2018 Filed on Dec 06, 2018
123
N/A
SIF
Sifco Industries Inc

Industrials
Q3 2018 Filed on Dec 06, 2018
501
$4.97 - $5.8 $2.49K - $2.91K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q3 2018 Filed on Dec 06, 2018
5
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2018 Filed on Dec 06, 2018
8
N/A
Toledo Ohio Wtrwks Rev Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
35
N/A
Viacom Inc Jr Sub Debenture Clbl Var
Q3 2018 Filed on Dec 06, 2018
15
N/A
Westmoreland Cnty Pa Mun Auth Rev Bds Callable
Q3 2018 Filed on Dec 06, 2018
20
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2018 Filed on Dec 06, 2018
23
$54.39 - $61.95 $1.25K - $1.42K
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
Q3 2018 Filed on Dec 06, 2018
2,058
N/A
CN
Xtrackers Msci All China Eqty
Q3 2018 Filed on Dec 06, 2018
672
N/A
DBEZ
Xtrackers Msci Eurozone Hedged
Q3 2018 Filed on Dec 06, 2018
17
N/A
QARP
Xtrackers Russell 1000 Us Qual

ETFs
Q3 2018 Filed on Dec 06, 2018
1,224
N/A
ABB
Abb LTD

Industrials
Q2 2018 Filed on Sep 04, 2018
317
$21.45 - $24.56 $6.8K - $7.79K
At&T Inc Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
Abbott Labs Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
2
N/A
Abbvie Inc Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
AYI
Acuity Brands Inc

Industrials
Q2 2018 Filed on Sep 04, 2018
54
$110.22 - $136.67 $5.95K - $7.38K
ARLP
Alliance Resource Partners LP

Energy
Q2 2018 Filed on Sep 04, 2018
40
$15.75 - $20.45 $630 - $818
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q2 2018 Filed on Sep 04, 2018
100
$19.73 - $25.26 $1.97K - $2.53K
Anheuser Busch Inbev Fin Senior Note Callable M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
Apple Inc Senior Note M/W
Q2 2018 Filed on Sep 04, 2018
3
N/A
ATO
Atmos Energy Corp

Utilities
Q2 2018 Filed on Sep 04, 2018
125
$82.68 - $90.53 $10.3K - $11.3K
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2018 Filed on Sep 04, 2018
150
$22.15 - $33.0 $3.32K - $4.95K
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