Tilia Fiduciary Partners, Inc. Closed Holding Positions

Tilia Fiduciary Partners, Inc.

  • $142 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CNC
Centene Corp

Healthcare
Q2 2023 Filed on Jul 13, 2023
112
$61.98 - $69.47 $6.94K - $7.78K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q4 2022 Filed on Feb 10, 2023
1,600
$5.94 - $6.3 $9.5K - $10.1K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2022 Filed on Feb 10, 2023
630
$9.4 - $10.39 $5.92K - $6.55K
GERM
ETF Managers Tr Etfmg Treatmen

Technology
Q2 2022 Filed on Aug 01, 2022
183
$20.69 - $28.11 $3.79K - $5.14K
JEPI
J P Morgan Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 01, 2022
68
$52.86 - $62.23 $3.59K - $4.23K
OGN
Organon & Co.

Healthcare
Q2 2022 Filed on Aug 01, 2022
6
$31.66 - $38.9 $190 - $233
CVNA
Carvana Co.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
10
$20.92 - $132.96 $209 - $1.33K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
1
$79.01 - $94.15 $79 - $94.2
XLU
Utilities Sector Spdr

ETFs
Q2 2022 Filed on Aug 01, 2022
18
$64.87 - $76.96 $1.17K - $1.39K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Aug 01, 2022
20
$61.85 - $78.06 $1.24K - $1.56K
X
United States Steel Corp

Basic Materials
Q2 2022 Filed on Aug 01, 2022
795
$17.91 - $37.83 $14.2K - $30.1K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
Q2 2022 Filed on Aug 01, 2022
500
$12.46 - $16.85 $6.23K - $8.43K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Aug 01, 2022
36
$389.13 - $547.75 $14K - $19.7K
SSTK
Shutterstock, Inc.

Communication Services
Q2 2022 Filed on Aug 01, 2022
260
$51.89 - $93.41 $13.5K - $24.3K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2022 Filed on Aug 01, 2022
493
$95.76 - $97.76 $47.2K - $48.2K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Aug 01, 2022
20
$47.65 - $62.2 $953 - $1.24K
BLD
Top Build Corp

Industrials
Q2 2022 Filed on Aug 01, 2022
95
$152.72 - $203.89 $14.5K - $19.4K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
102
$42.19 - $68.38 $4.3K - $6.97K
ZS
Zscaler, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
18
$127.81 - $252.11 $2.3K - $4.54K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2022 Filed on Aug 01, 2022
0
$20.22 - $22.75 $0 - $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2022 Filed on Aug 01, 2022
52
$31.0 - $38.49 $1.61K - $2K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
199
$61.19 - $87.14 $12.2K - $17.3K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2022 Filed on Aug 01, 2022
2
$18.01 - $21.54 $36 - $43.1
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
Q2 2022 Filed on Aug 01, 2022
0
$12.54 - $15.47 $0 - $0
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2022 Filed on Aug 01, 2022
34
$22.45 - $28.45 $763 - $967
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
123
$36.23 - $43.67 $4.46K - $5.37K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2022 Filed on Aug 01, 2022
2
$33.33 - $37.82 $66.7 - $75.6
VGLT
Vanguard Long Term Treasury Et

ETFs
Q2 2022 Filed on Aug 01, 2022
5
$66.63 - $80.22 $333 - $401
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Aug 01, 2022
101
$27.2 - $48.94 $2.75K - $4.94K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2022 Filed on Apr 18, 2022
10
$99.6 - $108.5 $996 - $1.09K
Tanger Factory Outlet Ctrs I
Q1 2022 Filed on Apr 18, 2022
500
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
200
$42.94 - $78.29 $8.59K - $15.7K
PLUG
Plug Power Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
40
$18.26 - $29.65 $730 - $1.19K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
198
$53.98 - $60.13 $10.7K - $11.9K
AKAM
Akamai Technologies Inc

Technology
Q1 2022 Filed on Apr 18, 2022
30
$98.88 - $121.11 $2.97K - $3.63K
SEDG
Solaredge Technologies, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
100
$209.82 - $337.74 $21K - $33.8K
AIG
American International Group, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
101
$54.67 - $64.48 $5.52K - $6.51K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
Q1 2022 Filed on Apr 18, 2022
350
$6.79 - $7.95 $2.38K - $2.78K
BMBL
Bumble Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
250
$16.23 - $35.13 $4.06K - $8.78K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
433
$40.7 - $44.22 $17.6K - $19.1K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q1 2022 Filed on Apr 18, 2022
438
$15.86 - $19.91 $6.95K - $8.72K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
33
$378.09 - $648.05 $12.5K - $21.4K
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
42
$48.25 - $100.49 $2.03K - $4.22K
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
20
$14.1 - $33.47 $282 - $669
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q1 2022 Filed on Apr 18, 2022
328
$47.94 - $55.97 $15.7K - $18.4K
ENSG
Ensign Group, Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
230
$70.96 - $90.01 $16.3K - $20.7K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
357
$35.64 - $49.14 $12.7K - $17.5K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on Apr 18, 2022
20
$49.63 - $63.66 $993 - $1.27K
BLNK
Blink Charging Co.

Industrials
Q1 2022 Filed on Apr 18, 2022
175
$18.6 - $27.34 $3.26K - $4.78K
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