Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PACW
Pacwest Bancorp

Financial Services
Q4 2019 Filed on Jan 30, 2020
141
$34.77 - $39.5 $4.9K - $5.57K
World Gold Trust Spdr Gld Minis ETF
Q4 2019 Filed on Jan 30, 2020
2,226
N/A
XLNX
Xilinx, Inc.

Technology
Q4 2019 Filed on Jan 30, 2020
28
N/A
Abbvie Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
American Express CO
Q4 2019 Filed on Jan 30, 2020
0
N/A
Apartment Invest And Mgmt CO Cl A
Q4 2019 Filed on Jan 30, 2020
174
N/A
Synchrony Bank Cd
Q4 2019 Filed on Jan 30, 2020
25
N/A
AVB
Avalonbay Communities Inc

Real Estate
Q4 2019 Filed on Jan 30, 2020
50
$206.64 - $222.04 $10.3K - $11.1K
Cisco Sys Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
250
$26.92 - $35.07 $6.73K - $8.77K
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
20
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
10
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
10
N/A
Pennsylvania Hsg Fin Agy Sing Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Apple Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Priority Income Fund Inc 6.25 Per Cent Term Prf Stk Due 2023
Q4 2019 Filed on Jan 30, 2020
400
N/A
Suffolk Cnty N Y Ref Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Sunflower Bank Cd
Q4 2019 Filed on Jan 30, 2020
10
N/A
Ubs Ag London Brh
Q4 2019 Filed on Jan 30, 2020
83
N/A
Vernon Calif Redev Agy Tax Tax Alloc Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
10
N/A
Constellation Brands Inc
Q4 2019 Filed on Jan 30, 2020
0
N/A
Whirlpool Corp Sera Mtn Be Senior Note M/W
Q4 2019 Filed on Jan 30, 2020
5
N/A
Volusia Cnty Fla Ref Cops
Q4 2019 Filed on Jan 30, 2020
10
N/A
Croghan Bancshares Inc Com
Q4 2019 Filed on Jan 30, 2020
1,031
N/A
St Johns Cnty Fla Wtr & Swr Rv Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
HUN
Huntsman Corp

Basic Materials
Q4 2019 Filed on Jan 30, 2020
1,129
$21.47 - $24.75 $24.2K - $27.9K
Invesco Exchange Traded Fd Tr Dynmc Retail ETF
Q4 2019 Filed on Jan 30, 2020
1,000
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
300
$27.33 - $31.12 $8.2K - $9.34K
Virgin Islands Wtr & Pwr Auth Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
5
N/A
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
114
$50.1 - $59.47 $5.71K - $6.78K
SECT
Sector 10, Inc.

ETFs
Q4 2019 Filed on Jan 30, 2020
1,282
$28.43 - $31.2 $36.4K - $40K
Perspecta Inc Com
Q4 2019 Filed on Jan 30, 2020
4
N/A
THO
Thor Industries Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
182
$51.7 - $76.52 $9.41K - $13.9K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
300
$33.89 - $38.94 $10.2K - $11.7K
Washington St Cops
Q4 2019 Filed on Jan 30, 2020
10
N/A
Aurizon Network Pty LTD Sr Unsecured
Q4 2019 Filed on Jan 30, 2020
60
N/A
Witchita Kans Go Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Witchita Kans Go Sales Tax Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Wisconsin St Transprtn Rev Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Woodbridge Twp Nj Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Wells Fargo Bank Na Cd Mthly
Q4 2019 Filed on Jan 30, 2020
20
N/A
WOR
Worthington Industries Inc

Industrials
Q4 2019 Filed on Jan 30, 2020
361
$34.31 - $44.02 $12.4K - $15.9K
XYL
Xylem Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
771
$73.43 - $84.77 $56.6K - $65.4K
Zagg Inc Com
Q4 2019 Filed on Jan 30, 2020
400
N/A
Axa Subordinated Annual
Q4 2019 Filed on Jan 30, 2020
50
N/A
Aon PLC Com Cl A
Q4 2019 Filed on Jan 30, 2020
621
N/A
Washington St Mtr Veh Fuel Tax Go Ref
Q4 2019 Filed on Jan 30, 2020
10
N/A
Tjiwi Kimia Fn Maurtius In Default Note
Q4 2019 Filed on Jan 30, 2020
35
N/A
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