Tmd Wealth Management, LLC Closed Holding Positions

Tmd Wealth Management, LLC

  • $348 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
Q2 2022 Filed on Aug 08, 2022
21,689
$24.41 - $25.54 $529K - $554K
CAPD
Barclays Bank PLC

ETFs
Q2 2022 Filed on Aug 08, 2022
26,791
$18.04 - $22.47 $483K - $602K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
3,223
$50.12 - $62.96 $162K - $203K
NETL
ETF Ser Solutions Net Lease CO

ETFs
Q2 2022 Filed on Aug 08, 2022
308,565
$24.38 - $29.79 $7.52M - $9.19M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on May 02, 2022
5,545
$38.15 - $63.26 $212K - $351K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on May 02, 2022
8,783
$68.48 - $120.67 $601K - $1.06M
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2022 Filed on May 02, 2022
51,613
$26.57 - $43.62 $1.37M - $2.25M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q1 2022 Filed on May 02, 2022
53,516
$35.76 - $38.2 $1.91M - $2.04M
Proshares Tr
Q1 2022 Filed on May 02, 2022
5,249
N/A
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on May 02, 2022
96,255
N/A
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q4 2021 Filed on Jan 24, 2022
86,425
N/A
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2021 Filed on Aug 10, 2021
3,104
N/A
Ishares Gold Tr
Q2 2021 Filed on Aug 10, 2021
579,750
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2021 Filed on Aug 10, 2021
284,756
$69.72 - $73.7 $19.9M - $21M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
304,641
$18.6 - $18.98 $5.67M - $5.78M
TGT
Target Corp

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
1,044
$200.72 - $241.85 $210K - $252K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2021 Filed on Apr 22, 2021
607
$425.47 - $509.13 $258K - $309K
MELI
Mercadolibre Inc

Consumer Cyclical
Q1 2021 Filed on Apr 22, 2021
185
$1369.54 - $1984.34 $253K - $367K
CSCO
Cisco Systems, Inc.

Technology
Q1 2021 Filed on Apr 22, 2021
4,794
$43.96 - $52.57 $211K - $252K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 22, 2021
3,300
$98.2 - $116.23 $324K - $384K
Track This Portfolio

Track Tmd Wealth Management, LLC Portfolio

Follow Tmd Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tmd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tmd Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email