Truadvice, LLC Closed Holding Positions

Truadvice, LLC

  • $229 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q3 2021 Filed on Nov 09, 2021
41,756
$101.54 - $101.82 $4.24M - $4.25M
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Nov 09, 2021
6,113
$55.86 - $63.61 $341K - $389K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
Q3 2021 Filed on Nov 09, 2021
44,300
$33.93 - $34.68 $1.5M - $1.54M
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2021 Filed on Nov 09, 2021
3,287
$124.9 - $149.41 $411K - $491K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q3 2021 Filed on Nov 09, 2021
65,381
$34.0 - $34.68 $2.22M - $2.27M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q3 2021 Filed on Nov 09, 2021
5,372
$54.6 - $54.92 $293K - $295K
MS
Morgan Stanley

Financial Services
Q3 2021 Filed on Nov 09, 2021
6,141
$87.64 - $105.45 $538K - $648K
PFE
Pfizer Inc

Healthcare
Q3 2021 Filed on Nov 09, 2021
10,903
$39.25 - $50.42 $428K - $550K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2021 Filed on Nov 09, 2021
10,686
$59.17 - $69.31 $632K - $741K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2021 Filed on Nov 09, 2021
12,031
$89.41 - $91.32 $1.08M - $1.1M
IWX
Ishares Tr Russell 200 Value E

ETFs
Q3 2021 Filed on Nov 09, 2021
40,048
$65.07 - $68.62 $2.61M - $2.75M
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2021 Filed on Nov 09, 2021
47,016
$21.57 - $24.62 $1.01M - $1.16M
LMT
Lockheed Martin Corp

Industrials
Q3 2021 Filed on Nov 09, 2021
953
$336.05 - $383.48 $320K - $365K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2021 Filed on Nov 09, 2021
11,480
$110.67 - $119.04 $1.27M - $1.37M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
43,071
$53.19 - $53.64 $2.29M - $2.31M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q3 2021 Filed on Nov 09, 2021
47,362
$34.58 - $35.02 $1.64M - $1.66M
PLD
Prologis, Inc.

Real Estate
Q3 2021 Filed on Nov 09, 2021
4,409
$119.98 - $138.99 $529K - $613K
SO
Southern CO

Utilities
Q3 2021 Filed on Nov 09, 2021
4,284
$61.34 - $67.32 $263K - $288K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 09, 2021
8,663
$58.18 - $65.23 $504K - $565K
V
Visa Inc.

Financial Services
Q3 2021 Filed on Nov 09, 2021
3,645
$220.05 - $250.93 $802K - $915K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q3 2021 Filed on Nov 09, 2021
23,128
$151.1 - $163.27 $3.49M - $3.78M
ADBE
Adobe Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
1,269
$575.72 - $666.59 $731K - $846K
SHYD
Vaneck Short High Yield Muni E

ETFs
Q3 2021 Filed on Nov 09, 2021
14,548
$25.1 - $25.6 $365K - $372K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
Q3 2021 Filed on Nov 09, 2021
36,298
$33.27 - $34.01 $1.21M - $1.23M
PH
Parker Hannifin Corp

Industrials
Q3 2021 Filed on Nov 09, 2021
1,210
$279.47 - $313.39 $338K - $379K
INTC
Intel Corp

Technology
Q3 2021 Filed on Nov 09, 2021
7,507
$52.01 - $56.87 $390K - $427K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Nov 09, 2021
2,206
$226.79 - $299.17 $500K - $660K
ES
Eversource Energy

Utilities
Q3 2021 Filed on Nov 09, 2021
3,078
$79.86 - $92.62 $246K - $285K
AWAY
ETF Managers Tr Etfmg Travel T

ETFs
Q3 2021 Filed on Nov 09, 2021
28,859
$24.63 - $29.99 $711K - $865K
MA
Mastercard Inc

Financial Services
Q3 2021 Filed on Nov 09, 2021
1,133
$337.38 - $393.26 $382K - $446K
Alps ETF Tr
Q3 2021 Filed on Nov 09, 2021
9,089
N/A
BUG
Global X Fds Cybersecurity ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
88,037
$28.84 - $33.28 $2.54M - $2.93M
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Nov 09, 2021
3,174
$72.81 - $94.4 $231K - $300K
DE
Deere & CO

Industrials
Q3 2021 Filed on Nov 09, 2021
1,391
$334.95 - $389.34 $466K - $542K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
Q3 2021 Filed on Nov 09, 2021
10,815
$20.16 - $20.2 $218K - $218K
CVS
Cvs Health Corp

Healthcare
Q3 2021 Filed on Nov 09, 2021
8,830
$80.05 - $87.47 $707K - $772K
PRU
Prudential Financial Inc

Financial Services
Q3 2021 Filed on Nov 09, 2021
3,044
$95.71 - $108.01 $291K - $329K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q3 2021 Filed on Nov 09, 2021
9,217
$33.87 - $36.07 $312K - $332K
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
7,166
$41.36 - $49.36 $296K - $354K
KEY
Keycorp

Financial Services
Q3 2021 Filed on Nov 09, 2021
12,250
$18.49 - $21.99 $227K - $269K
BAC
Bank Of America Corp

Financial Services
Q3 2021 Filed on Nov 09, 2021
21,565
$36.93 - $43.26 $796K - $933K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
Q3 2021 Filed on Nov 09, 2021
61,141
$35.77 - $37.04 $2.19M - $2.26M
ZBRA
Zebra Technologies Corp

Technology
Q3 2021 Filed on Nov 09, 2021
812
$506.91 - $590.6 $412K - $480K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Nov 09, 2021
1,744
$259.0 - $308.53 $452K - $538K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q3 2021 Filed on Nov 09, 2021
8,914
$55.77 - $56.91 $497K - $507K
DHI
Horton D R Inc

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
4,898
$83.97 - $98.45 $411K - $482K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2021 Filed on Nov 09, 2021
3,992
$89.42 - $103.33 $357K - $412K
AXP
American Express CO

Financial Services
Q3 2021 Filed on Nov 09, 2021
1,977
$158.72 - $176.77 $314K - $349K
CCI
Crown Castle International Corp

Real Estate
Q3 2021 Filed on Nov 09, 2021
1,417
$173.32 - $203.28 $246K - $288K
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