Truadvice, LLC Closed Holding Positions

Truadvice, LLC

  • $229 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Aug 11, 2022
18,611
$24.32 - $27.85 $453K - $518K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Aug 11, 2022
8,015
$44.6 - $58.78 $357K - $471K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2022 Filed on Aug 11, 2022
119,359
$30.11 - $30.51 $3.59M - $3.64M
XLE
Energy Sector Spdr

ETFs
Q2 2022 Filed on Aug 11, 2022
2,756
$70.66 - $92.28 $195K - $254K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Aug 11, 2022
5,442
$37.88 - $48.01 $206K - $261K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
16,772
$37.64 - $48.83 $631K - $819K
ALTY
Global X Funds Global X Altern

ETFs
Q2 2022 Filed on Aug 11, 2022
20,319
$11.16 - $13.07 $227K - $266K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 11, 2022
5,785
$88.4 - $105.81 $511K - $612K
IYR
Ishares Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
2,360
$86.95 - $112.38 $205K - $265K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Aug 11, 2022
9,858
$32.02 - $36.26 $316K - $357K
PSMM
Invesco Act Mng ETF Tr Moderat

ETFs
Q2 2022 Filed on Aug 11, 2022
14,832
N/A
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 10, 2022
5,560
$72.45 - $85.55 $403K - $476K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q1 2022 Filed on May 10, 2022
12,261
$35.08 - $42.85 $430K - $525K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2022 Filed on May 10, 2022
2,874
$99.6 - $108.5 $286K - $312K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2022 Filed on May 10, 2022
13,893
$26.79 - $30.98 $372K - $430K
PDEC
Innovator U.S. Equity Power Bu
Q4 2021 Filed on Feb 09, 2022
8,588
N/A
JANW
Aim ETF Prods Tr Allianzim Us
Q4 2021 Filed on Feb 09, 2022
19,920
N/A
POCT
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 09, 2022
8,954
$29.29 - $30.47 $262K - $273K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 09, 2022
5,858
$84.47 - $85.89 $495K - $503K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2021 Filed on Feb 09, 2022
3,048
$76.01 - $83.39 $232K - $254K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2021 Filed on Feb 09, 2022
11,477
$31.08 - $31.92 $357K - $366K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
2,225
$115.39 - $116.62 $257K - $259K
PFEB
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 09, 2022
9,513
$28.56 - $29.26 $272K - $278K
APRW
Aim ETF Prods Tr Allianzim U S
Q4 2021 Filed on Feb 09, 2022
9,754
N/A
JULW
Aim ETF Prods Tr Allianzim Us
Q4 2021 Filed on Feb 09, 2022
9,615
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Feb 09, 2022
5,426
$54.5 - $55.03 $296K - $299K
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 09, 2022
8,669
$29.61 - $30.83 $257K - $267K
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 09, 2022
9,140
$28.55 - $29.36 $261K - $268K
SWAN
Amplify ETF Tr Blackswan Growt
Q4 2021 Filed on Feb 09, 2022
14,355
N/A
OCTT
Aim ETF Prods Trallianzim U S
Q4 2021 Filed on Feb 09, 2022
9,297
N/A
BLK
Black Rock Inc.

Financial Services
Q3 2021 Filed on Nov 09, 2021
452
$838.66 - $954.94 $379K - $432K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2021 Filed on Nov 09, 2021
2,995
$94.79 - $106.1 $284K - $318K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
Q3 2021 Filed on Nov 09, 2021
33,725
$31.8 - $32.23 $1.07M - $1.09M
DFS
Discover Financial Services

Financial Services
Q3 2021 Filed on Nov 09, 2021
2,635
$115.26 - $135.38 $304K - $357K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
8,202
$36.63 - $45.09 $300K - $370K
Kraneshares Tr
Q3 2021 Filed on Nov 09, 2021
7,530
N/A
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
Q3 2021 Filed on Nov 09, 2021
34,925
$31.43 - $31.91 $1.1M - $1.11M
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
2,273
$78.77 - $122.4 $179K - $278K
H
Hyatt Hotels Corp

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
3,495
$69.36 - $81.02 $242K - $283K
QRVO
Qorvo, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
2,266
$167.19 - $195.67 $379K - $443K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q3 2021 Filed on Nov 09, 2021
31,444
$51.05 - $51.3 $1.61M - $1.61M
TXN
Texas Instruments Inc

Technology
Q3 2021 Filed on Nov 09, 2021
2,904
$183.8 - $200.65 $534K - $583K
NSC
Norfolk Southern Corp

Industrials
Q3 2021 Filed on Nov 09, 2021
2,203
$239.24 - $273.35 $527K - $602K
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2021 Filed on Nov 09, 2021
8,575
$47.58 - $56.41 $408K - $484K
AVY
Avery Dennison Corp

Industrials
Q3 2021 Filed on Nov 09, 2021
1,443
$198.84 - $227.37 $287K - $328K
CE
Celanese Corp

Basic Materials
Q3 2021 Filed on Nov 09, 2021
1,530
$145.19 - $163.17 $222K - $250K
REAX
Real Brokerage Inc

Real Estate
Q3 2021 Filed on Nov 09, 2021
64,360
$1.71 - $2.27 $110K - $146K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q3 2021 Filed on Nov 09, 2021
64,534
$54.26 - $63.07 $3.5M - $4.07M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2021 Filed on Nov 09, 2021
3,515
$60.06 - $61.16 $211K - $215K
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