Wbh Advisory Inc Closed Holding Positions

Wbh Advisory Inc

  • $964 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FLGB
Franklin Templeton ETF Tr

ETFs
Q2 2022 Filed on Jul 12, 2022
14,817
N/A
TXT
Textron Inc

Industrials
Q2 2022 Filed on Jul 12, 2022
3,270
$57.93 - $73.03 $189K - $239K
Schwab Charles Family Fd
Q2 2022 Filed on Jul 12, 2022
93,724
N/A
JMBS
Janus Detroit Str Tr Henderson

ETFs
Q2 2022 Filed on Jul 12, 2022
5,023
$46.45 - $49.72 $233K - $250K
EPP
Ishares Inc

ETFs
Q2 2022 Filed on Jul 12, 2022
5,449
$40.54 - $50.24 $221K - $274K
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Jul 12, 2022
5,104
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 12, 2022
2,252
$69.84 - $121.86 $157K - $274K
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Jul 12, 2022
5,297
N/A
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Jul 12, 2022
8,275
$50.1 - $53.11 $415K - $439K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 12, 2022
10,450
$14.98 - $16.89 $157K - $177K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2022 Filed on Jul 12, 2022
6,455
$49.84 - $51.62 $322K - $333K
WDFC
Wd 40 CO

Basic Materials
Q2 2022 Filed on Jul 12, 2022
1,100
$173.86 - $205.4 $191K - $226K
GLDM
World Gold Trust

ETFs
Q2 2022 Filed on Jul 12, 2022
8,927
$35.88 - $39.31 $320K - $351K
CARR
Carrier Global Corp

Industrials
Q2 2022 Filed on Jul 12, 2022
5,270
$34.41 - $46.04 $181K - $243K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on Apr 29, 2022
2,570
$67.21 - $80.45 $173K - $207K
World Gold Tr
Q1 2022 Filed on Apr 29, 2022
32,250
N/A
FLJP
Franklin Templeton ETF Tr

ETFs
Q1 2022 Filed on Apr 29, 2022
18,831
$25.67 - $29.85 $483K - $562K
EWG
Ishares Msci Germany ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
39,190
$24.85 - $33.51 $974K - $1.31M
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
808
N/A
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on Apr 29, 2022
3,152
$71.98 - $86.95 $227K - $274K
EQIX
Equinix Inc

Real Estate
Q1 2022 Filed on Apr 29, 2022
269
$669.38 - $836.11 $180K - $225K
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on Apr 29, 2022
4,377
$52.65 - $63.25 $230K - $277K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 29, 2022
1,229
$331.01 - $597.37 $407K - $734K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2022 Filed on Apr 29, 2022
1,231
$185.28 - $221.59 $228K - $273K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on Apr 29, 2022
6,312
N/A
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 29, 2022
6,921
N/A
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
9,932
N/A
RH
Rh

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
321
$527.42 - $689.63 $169K - $221K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2021 Filed on Jan 28, 2022
18,671
$50.47 - $50.71 $942K - $947K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2021 Filed on Jan 28, 2022
1,913
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 28, 2022
1,301
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
1,390
$111.96 - $177.7 $156K - $247K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
Q4 2021 Filed on Jan 28, 2022
18,768
N/A
General Electric CO
Q3 2021 Filed on Oct 25, 2021
33,008
N/A
SHOP
Shopify Inc.

Technology
Q3 2021 Filed on Oct 25, 2021
306
$134.65 - $164.33 $41.2K - $50.3K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 25, 2021
1,775
$85.4 - $126.43 $152K - $224K
HPQ
Hp Inc

Technology
Q2 2021 Filed on Jul 27, 2021
8,371
$28.64 - $35.57 $240K - $298K
BALL
Ball Corp

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
9,150
$79.19 - $93.98 $725K - $860K
HAE
Haemonetics Corp

Healthcare
Q2 2021 Filed on Jul 27, 2021
1,911
$51.81 - $118.56 $99K - $227K
PSR
Invesco Actively

ETFs
Q2 2021 Filed on Jul 27, 2021
2,588
$95.16 - $107.21 $246K - $277K
KMX
Carmax Inc

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
1,531
$113.16 - $137.9 $173K - $211K
Ishares Gold Tr
Q2 2021 Filed on Jul 27, 2021
141,018
N/A
FULT
Fulton Financial Corp

Financial Services
Q2 2021 Filed on Jul 27, 2021
13,793
$15.47 - $17.79 $213K - $245K
PPL
Ppl Corp

Utilities
Q2 2021 Filed on Jul 27, 2021
7,147
$27.61 - $29.5 $197K - $211K
SYK
Stryker Corp

Healthcare
Q4 2020 Filed on Jan 21, 2021
1,218
$202.01 - $245.04 $246K - $298K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 21, 2021
10,000
$10.59 - $11.78 $106K - $118K
Dunkin Brands Group Inc
Q4 2020 Filed on Jan 21, 2021
6,834
N/A
Air Products
Q3 2020 Filed on Oct 27, 2020
2,930
N/A
Citigroup
Q3 2020 Filed on Oct 27, 2020
9,013
N/A
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