- New Purchases: SMMD, OEF, SPGI, IBDN, IBDM, IBDO, IBDP, IBDQ, DSI, BND, WOMN,
- Added Positions: IWD, EFA, IJS, IJR, AGG, JKD, ACWX, AVGO, AOM, IJJ, IJT, SCHV,
- Reduced Positions: AOR, IWF, VOO, SPY, IVE, IVW, VTI, IWO, VIG, IWP, IWR, VCSH, SCHG, IWB, IJK, IEI, VTV, VEU, VXF, VBK, MDY, IJH, VOE, IEFA, DIA, VWO, BSV,
For the details of Strategic Wealth Partners Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+partners+group+llc/current-portfolio/portfolio
These are the top 5 holdings of Strategic Wealth Partners Group LLC- iShares Russell 1000 Growth ETF (IWF) - 421,931 shares, 22.01% of the total portfolio. Shares reduced by 1.88%
- iShares S&P 500 Value ETF (IVE) - 346,583 shares, 9.60% of the total portfolio. Shares reduced by 1.89%
- Vanguard Total Stock Market ETF (VTI) - 219,634 shares, 9.29% of the total portfolio. Shares reduced by 1.08%
- S&P 500 ETF TRUST ETF (SPY) - 105,133 shares, 8.59% of the total portfolio. Shares reduced by 2.72%
- iShares Russell 1000 Value ETF (IWD) - 288,117 shares, 8.58% of the total portfolio. Shares added by 5.17%
Strategic Wealth Partners Group LLC initiated holding in iShares Russell 2500 ETF. The purchase prices were between $61.79 and $67.12, with an estimated average price of $64.93. The stock is now traded at around $69.647500. The impact to a portfolio due to this purchase was 0.7%. The holding were 57,306 shares as of 2021-09-30.
New Purchase: iShares S&P 100 ETF (OEF)Strategic Wealth Partners Group LLC initiated holding in iShares S&P 100 ETF. The purchase prices were between $195.55 and $208.16, with an estimated average price of $202.48. The stock is now traded at around $215.220000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,180 shares as of 2021-09-30.
New Purchase: S&P Global Inc (SPGI)Strategic Wealth Partners Group LLC initiated holding in S&P Global Inc. The purchase prices were between $408.95 and $454.05, with an estimated average price of $433.31. The stock is now traded at around $453.550000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,400 shares as of 2021-09-30.
New Purchase: iShares iBonds Dec 2022 Term Corporate ETF (IBDN)Strategic Wealth Partners Group LLC initiated holding in iShares iBonds Dec 2022 Term Corporate ETF. The purchase prices were between $25.22 and $25.25, with an estimated average price of $25.24. The stock is now traded at around $25.240000. The impact to a portfolio due to this purchase was 0.11%. The holding were 22,843 shares as of 2021-09-30.
New Purchase: iShares iBonds Dec 2023 Term Corporate ETF (IBDO)Strategic Wealth Partners Group LLC initiated holding in iShares iBonds Dec 2023 Term Corporate ETF. The purchase prices were between $25.87 and $25.94, with an estimated average price of $25.91. The stock is now traded at around $25.850000. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,184 shares as of 2021-09-30.
New Purchase: iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)Strategic Wealth Partners Group LLC initiated holding in iShares iBonds Dec 2025 Term Corporate ETF. The purchase prices were between $26.75 and $26.95, with an estimated average price of $26.85. The stock is now traded at around $26.570000. The impact to a portfolio due to this purchase was 0.07%. The holding were 13,268 shares as of 2021-09-30.
Added: BTC iShares Morningstar Large-Cap ETF (JKD)Strategic Wealth Partners Group LLC added to a holding in BTC iShares Morningstar Large-Cap ETF by 205.89%. The purchase prices were between $60.03 and $64.12, with an estimated average price of $62.42. The stock is now traded at around $221.910900. The impact to a portfolio due to this purchase was 0.11%. The holding were 13,652 shares as of 2021-09-30.
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