Measured Wealth Private Client Group, LLC Buys SPDR SERIES TRUST, BARCLAYS BANK PLC, ISHARES TRUST, Sells SPDR Russell Small Cap Complet, Archer-Daniels Midland Co, Broadcom Inc

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Investment company Measured Wealth Private Client Group, LLC (Current Portfolio) buys SPDR SERIES TRUST, BARCLAYS BANK PLC, ISHARES TRUST, Greif Inc, Apple Inc, sells SPDR Russell Small Cap Complet, Archer-Daniels Midland Co, Broadcom Inc, SPDR Russell 1000 ETF, Liberty All Star Growth Fund Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Measured Wealth Private Client Group, LLC. As of 2020Q3, Measured Wealth Private Client Group, LLC owns 134 stocks with a total value of $205 million. These are the details of the buys and sells.

For the details of Measured Wealth Private Client Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/measured+wealth+private+client+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Measured Wealth Private Client Group, LLC
  1. SPDR SERIES TRUST (SPYV) - 1,013,519 shares, 14.91% of the total portfolio. Shares added by 8.36%
  2. SPDR SERIES TRUST (SPYG) - 552,246 shares, 13.48% of the total portfolio. Shares reduced by 11.67%
  3. SPDR SERIES TRUST (SPMD) - 647,533 shares, 10.30% of the total portfolio. New Position
  4. VANGUARD WHITEHALL (VYM) - 195,912 shares, 7.73% of the total portfolio. Shares added by 4.62%
  5. FIRST TR EXCHANGE (FPE) - 363,018 shares, 3.39% of the total portfolio. Shares added by 6.00%
New Purchase: SPDR SERIES TRUST (SPMD)

Measured Wealth Private Client Group, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $30.67 and $34.54, with an estimated average price of $32.83. The stock is now traded at around $34.69. The impact to a portfolio due to this purchase was 10.3%. The holding were 647,533 shares as of .

New Purchase: BARCLAYS BANK PLC (DJP)

Measured Wealth Private Client Group, LLC initiated holding in BARCLAYS BANK PLC. The purchase prices were between $17.67 and $20.4, with an estimated average price of $19.25. The stock is now traded at around $20.19. The impact to a portfolio due to this purchase was 2.89%. The holding were 304,953 shares as of .

New Purchase: ISHARES TRUST (DGRO)

Measured Wealth Private Client Group, LLC initiated holding in ISHARES TRUST. The purchase prices were between $37.11 and $41.67, with an estimated average price of $39.49. The stock is now traded at around $40.87. The impact to a portfolio due to this purchase was 2.02%. The holding were 104,002 shares as of .

New Purchase: Greif Inc (GEF)

Measured Wealth Private Client Group, LLC initiated holding in Greif Inc. The purchase prices were between $32.75 and $40.94, with an estimated average price of $36.86. The stock is now traded at around $42.09. The impact to a portfolio due to this purchase was 0.52%. The holding were 29,218 shares as of .

New Purchase: Walgreens Boots Alliance Inc (WBA)

Measured Wealth Private Client Group, LLC initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $34.67 and $43.16, with an estimated average price of $39.11. The stock is now traded at around $37.22. The impact to a portfolio due to this purchase was 0.45%. The holding were 25,515 shares as of .

New Purchase: Facebook Inc (FB)

Measured Wealth Private Client Group, LLC initiated holding in Facebook Inc. The purchase prices were between $230.12 and $303.91, with an estimated average price of $257.89. The stock is now traded at around $266.36. The impact to a portfolio due to this purchase was 0.39%. The holding were 3,036 shares as of .

Added: Apple Inc (AAPL)

Measured Wealth Private Client Group, LLC added to a holding in Apple Inc by 32.74%. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $119.72. The impact to a portfolio due to this purchase was 0.52%. The holding were 37,146 shares as of .

Added: Microsoft Corp (MSFT)

Measured Wealth Private Client Group, LLC added to a holding in Microsoft Corp by 25.70%. The purchase prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $217.38. The impact to a portfolio due to this purchase was 0.26%. The holding were 12,192 shares as of .

Added: UnitedHealth Group Inc (UNH)

Measured Wealth Private Client Group, LLC added to a holding in UnitedHealth Group Inc by 122.56%. The purchase prices were between $291.16 and $323.7, with an estimated average price of $307.11. The stock is now traded at around $324.11. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,782 shares as of .

Added: FIRST TRUST EXCH 2 (FGD)

Measured Wealth Private Client Group, LLC added to a holding in FIRST TRUST EXCH 2 by 20.83%. The purchase prices were between $17.41 and $19.07, with an estimated average price of $18.27. The stock is now traded at around $18.30. The impact to a portfolio due to this purchase was 0.23%. The holding were 152,425 shares as of .

Added: International Paper Co (IP)

Measured Wealth Private Client Group, LLC added to a holding in International Paper Co by 54.23%. The purchase prices were between $33.11 and $42.89, with an estimated average price of $37.28. The stock is now traded at around $44.81. The impact to a portfolio due to this purchase was 0.18%. The holding were 25,226 shares as of .

Added: Citizens Financial Group Inc (CFG)

Measured Wealth Private Client Group, LLC added to a holding in Citizens Financial Group Inc by 34.58%. The purchase prices were between $22.73 and $27.99, with an estimated average price of $25.37. The stock is now traded at around $27.92. The impact to a portfolio due to this purchase was 0.14%. The holding were 45,861 shares as of .

Sold Out: SPDR Russell Small Cap Complet (EMM)

Measured Wealth Private Client Group, LLC sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.

Sold Out: Archer-Daniels Midland Co (ADM)

Measured Wealth Private Client Group, LLC sold out a holding in Archer-Daniels Midland Co. The sale prices were between $37.81 and $47.77, with an estimated average price of $43.7.

Sold Out: SPDR Russell 1000 ETF (ELR)

Measured Wealth Private Client Group, LLC sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.

Sold Out: Liberty All Star Growth Fund Inc (ASG)

Measured Wealth Private Client Group, LLC sold out a holding in Liberty All Star Growth Fund Inc. The sale prices were between $6.37 and $7.65, with an estimated average price of $7.16.

Sold Out: Mfs High Yield Municipal Trust (CMU)

Measured Wealth Private Client Group, LLC sold out a holding in Mfs High Yield Municipal Trust. The sale prices were between $4.09 and $4.48, with an estimated average price of $4.28.

Sold Out: PROSHARES TRUST (SDS)

Measured Wealth Private Client Group, LLC sold out a holding in PROSHARES TRUST. The sale prices were between $14.3 and $19.15, with an estimated average price of $16.71.



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