Tpg Financial Advisors, LLC Closed Holding Positions

Tpg Financial Advisors, LLC

  • $222 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
World Gold Tr
Q4 2021 Filed on Jan 14, 2022
519,643
N/A
Medallia Inc
Q4 2021 Filed on Jan 14, 2022
16,869
N/A
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q3 2021 Filed on Oct 08, 2021
11,179
$27.5 - $28.1 $307K - $314K
WPC
W. P. Carey Inc.

Real Estate
Q2 2021 Filed on Jul 13, 2021
3,907
$70.57 - $78.29 $276K - $306K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2021 Filed on Jul 13, 2021
2,642
$76.82 - $82.21 $203K - $217K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2021 Filed on Jul 13, 2021
5,669
$42.32 - $45.78 $240K - $260K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2021 Filed on Jul 13, 2021
2,941
$82.34 - $82.89 $242K - $244K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2021 Filed on Jul 13, 2021
4,505
$82.08 - $82.43 $370K - $371K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q3 2020 Filed on Oct 14, 2020
108,785
$91.52 - $91.54 $9.96M - $9.96M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2020 Filed on Jul 10, 2020
23,305
$14.93 - $18.57 $348K - $433K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2020 Filed on Jul 10, 2020
10,122
$42.06 - $57.2 $426K - $579K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2020 Filed on Jul 10, 2020
56,897
$24.61 - $31.8 $1.4M - $1.81M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q2 2020 Filed on Jul 10, 2020
32,088
$21.47 - $29.14 $689K - $935K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q2 2020 Filed on Jul 10, 2020
11,753
$22.64 - $29.49 $266K - $347K
PSX
Phillips 66

Energy
Q2 2020 Filed on Jul 10, 2020
10,251
$49.51 - $89.73 $508K - $920K
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2020 Filed on Jul 10, 2020
20,628
$46.57 - $57.9 $961K - $1.19M
CASS
Cass Information Systems Inc

Industrials
Q1 2020 Filed on Apr 06, 2020
19,419
$29.35 - $57.96 $570K - $1.13M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2019 Filed on Jul 08, 2019
365,961
N/A
FTGC
First Trust Global Tactical CO

ETFs
Q1 2019 Filed on Apr 03, 2019
107,497
$17.98 - $19.0 $1.93M - $2.04M
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2019 Filed on Apr 03, 2019
194,565
N/A
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