Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
131
$1230.68 - $1840.91 $161K - $241K
GSPRJ
Goldman Sachs Group Inc Dep Sh
Q2 2020 Filed on Aug 11, 2020
10,105
N/A
IYR
Ishares Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
4,273
$64.24 - $86.82 $274K - $371K
IDV
Ishares Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
7,189
$21.21 - $27.95 $152K - $201K
MPC
Marathon Petroleum Corp

Energy
Q2 2020 Filed on Aug 11, 2020
4,109
$20.06 - $42.21 $82.4K - $173K
MET
Metlife Inc

Financial Services
Q2 2020 Filed on Aug 11, 2020
5,318
$27.72 - $43.0 $147K - $229K
NVS
Novartis Ag

Healthcare
Q2 2020 Filed on Aug 11, 2020
12,999
$80.93 - $91.1 $1.05M - $1.18M
Petroleos Mexicanos Note M/W Clbl
Q2 2020 Filed on Aug 11, 2020
200
N/A
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q2 2020 Filed on Aug 11, 2020
9,484
$51.64 - $53.25 $490K - $505K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2020 Filed on Aug 11, 2020
18,850
$32.9 - $43.96 $620K - $829K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q2 2020 Filed on Aug 11, 2020
41,276
$21.47 - $29.14 $886K - $1.2M
TRV
Travelers Companies, Inc.

Financial Services
Q2 2020 Filed on Aug 11, 2020
2,160
$89.86 - $128.0 $194K - $276K
USB
Us Bancorp \De\

Financial Services
Q2 2020 Filed on Aug 11, 2020
21,364
$29.45 - $43.51 $629K - $930K
United Technologies Corp N/C 4/3/20 75513 E101
Q2 2020 Filed on Aug 11, 2020
8,615
N/A
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2020 Filed on Aug 11, 2020
24,615
$31.95 - $41.28 $786K - $1.02M
CPRJ
Citigroup Inc. Dep Shs Repstg
Q2 2020 Filed on Aug 11, 2020
9,585
N/A
PNCPRP
Pnc Financial Services Group,
Q2 2020 Filed on Aug 11, 2020
8,843
N/A
A
Agilent Technologies, Inc.

Healthcare
Q2 2020 Filed on Aug 11, 2020
9,303
$68.92 - $91.14 $641K - $848K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
9,892
$43.29 - $87.5 $428K - $866K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2020 Filed on Aug 11, 2020
7,721
$87.02 - $133.4 $672K - $1.03M
Abbott Laboratories Com
Q1 2020 Filed on May 07, 2020
18,627
N/A
Amazon Com Inc Com
Q1 2020 Filed on May 07, 2020
457
N/A
American Express CO Com
Q1 2020 Filed on May 07, 2020
13,839
N/A
Amgen Inc Com
Q1 2020 Filed on May 07, 2020
3,036
N/A
Anthem Inc Com
Q1 2020 Filed on May 07, 2020
810
N/A
Apple Inc
Q1 2020 Filed on May 07, 2020
16,937
N/A
Berkshire Hathaway Inc Com Cl B
Q1 2020 Filed on May 07, 2020
4,289
N/A
Boeing CO Com
Q1 2020 Filed on May 07, 2020
2,254
N/A
Travelers Companies Inc Com
Q1 2020 Filed on May 07, 2020
2,160
N/A
AFL
Aflac Inc

Financial Services
Q4 2019 Filed on Jan 30, 2020
2,748
$50.58 - $54.84 $139K - $151K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
Q4 2019 Filed on Jan 30, 2020
500
$73.28 - $80.08 $36.6K - $40K
Alps ETF Trust Alerian Mlp ETF
Q4 2019 Filed on Jan 30, 2020
2,000
N/A
Alio Gold Inc Com
Q4 2019 Filed on Jan 30, 2020
500
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2019 Filed on Jan 30, 2020
1,000
$13.94 - $24.12 $13.9K - $24.1K
American Express Centrn Cd
Q4 2019 Filed on Jan 30, 2020
30
N/A
Amer Intl Grp Inc Warrant
Q4 2019 Filed on Jan 30, 2020
5
N/A
American Mun Pwr Ohio Inc Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
AWK
American Water Works Company, Inc.

Utilities
Q4 2019 Filed on Jan 30, 2020
75
$115.38 - $125.78 $8.65K - $9.43K
ADI
Analog Devices Inc

Technology
Q4 2019 Filed on Jan 30, 2020
109
$105.32 - $119.82 $11.5K - $13.1K
Appleton Wis Wtrwks Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Atlanta Ga Pub Safety & Judic Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Bmw Bank Of North America Cd
Q4 2019 Filed on Jan 30, 2020
25
N/A
BIDU
Baidu, Inc.

Communication Services
Q4 2019 Filed on Jan 30, 2020
32
$99.53 - $128.83 $3.18K - $4.12K
BLDP
Ballard Power Systems Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
13
$4.78 - $7.26 $62.1 - $94.4
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
2,099
$42.24 - $51.22 $88.7K - $108K
Bergen Cnty N J Impt Auth Govt Cnty Gtd Gov Pooled Ln R
Q4 2019 Filed on Jan 30, 2020
10
N/A
Berks Cnty Pa Ut Go Go Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
Brownsville Tex Go Ref Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
Burlington Cnty Nj Bridge Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
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