Windward Private Wealth Management Inc. Closed Holding Positions

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on May 10, 2022
2,200
$106.1 - $113.3 $233K - $249K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 10, 2022
2,600
$49.51 - $57.27 $129K - $149K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 08, 2022
36,775
N/A
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