Wescott Financial Advisory Group, LLC Closed Holding Positions

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2022 Filed on Jul 28, 2022
6,828
$87.19 - $96.48 $595K - $659K
Meridian Corporation
Q2 2022 Filed on Jul 28, 2022
11,009
N/A
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 28, 2022
4,960
$145.08 - $172.75 $720K - $857K
IGRO
Ishares Tr International Divid

ETFs
Q2 2022 Filed on Jul 28, 2022
3,091
$56.25 - $66.24 $174K - $205K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on May 16, 2022
3,482
$49.63 - $63.66 $173K - $222K
IMXI
International Money Express, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
10,000
$14.83 - $17.01 $148K - $170K
General Electric CO
Q3 2021 Filed on Oct 29, 2021
11,231
N/A
SFT
Shift Technologies, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 29, 2021
23,608
$6.94 - $9.33 $164K - $220K
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2021 Filed on Oct 29, 2021
9,285
$21.57 - $24.62 $200K - $229K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q3 2021 Filed on Oct 29, 2021
380
$509.53 - $609.78 $194K - $232K
MILE
Metromile, Inc.
Q3 2021 Filed on Oct 29, 2021
39,999
$3.55 - $9.22 $142K - $369K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q3 2021 Filed on Oct 29, 2021
20,033
$30.4 - $33.1 $609K - $663K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
Q2 2021 Filed on Aug 10, 2021
8,353
$34.83 - $35.96 $291K - $300K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q2 2021 Filed on Aug 10, 2021
8,027
$35.11 - $37.6 $282K - $302K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
Q2 2021 Filed on Aug 10, 2021
6,538
$52.17 - $55.5 $341K - $363K
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
1,233
$302.61 - $341.12 $373K - $421K
WES
Western Midstream Partners, LP

Energy
Q1 2021 Filed on Jun 25, 2021
13,459
$14.13 - $20.1 $190K - $271K
PAA
Plains All American Pipeline LP

Energy
Q1 2021 Filed on Jun 25, 2021
27,386
$8.18 - $10.52 $224K - $288K
MPLX
Mplx LP

Energy
Q1 2021 Filed on Jun 25, 2021
21,045
$21.97 - $26.36 $462K - $555K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2021 Filed on Jun 25, 2021
10,154
$40.34 - $46.52 $410K - $472K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2021 Filed on Jun 25, 2021
36,370
$19.29 - $23.7 $702K - $862K
BDX
Becton Dickinson & CO

Healthcare
Q1 2021 Filed on Jun 25, 2021
1,040
$232.09 - $256.88 $241K - $267K
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