Strategies Wealth Advisors, LLC Closed Holding Positions

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2022 Filed on Jun 27, 2023
80,158
$10.99 - $13.27 $881K - $1.06M
HTRB
Hartford Fds Total Return Bd E

ETFs
Q4 2022 Filed on Jun 27, 2023
12,109
$31.69 - $33.97 $384K - $411K
VHT
Vanguard Health Care ETF

ETFs
Q4 2022 Filed on Jun 27, 2023
1,215
$224.15 - $255.96 $272K - $311K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2022 Filed on Jun 27, 2023
24,719
$43.58 - $46.9 $1.08M - $1.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2022 Filed on Jun 27, 2023
20,229
$73.66 - $79.75 $1.49M - $1.61M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2022 Filed on Jun 27, 2023
1,753
$102.76 - $125.99 $180K - $221K
BNDX
Vanguard Total International B

ETFs
Q4 2022 Filed on Jun 27, 2023
8,696
$46.98 - $49.45 $409K - $430K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2022 Filed on Jun 27, 2023
2,955
$74.07 - $75.87 $219K - $224K
BITO
Proshares Tr Bitcoin Strategy

ETFs
Q4 2022 Filed on Jun 27, 2023
15,999
$9.59 - $12.97 $153K - $208K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2022 Filed on Jun 27, 2023
3,217
$104.91 - $110.18 $337K - $354K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2022 Filed on Jun 27, 2023
39,170
$33.93 - $39.54 $1.33M - $1.55M
IXC
Ishares Tr Global Energy ETF

ETFs
Q4 2022 Filed on Jun 27, 2023
6,391
$35.16 - $41.98 $225K - $268K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q4 2022 Filed on Jun 27, 2023
11,296
$31.86 - $40.99 $360K - $463K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2022 Filed on Jun 27, 2023
15,118
$24.7 - $25.82 $373K - $390K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2022 Filed on Jun 27, 2023
8,808
$45.61 - $46.84 $402K - $413K
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