Truadvice, LLC Closed Holding Positions

Truadvice, LLC

  • $229 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
CDNS
Cadence Design Systems Inc

Technology
Q3 2021 Filed on Nov 09, 2021
3,539
$136.93 - $167.61 $485K - $593K
LRCX
Lam Research Corp

Technology
Q3 2021 Filed on Nov 09, 2021
830
$565.97 - $649.78 $470K - $539K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2021 Filed on Jul 28, 2021
7,972
$36.19 - $36.73 $289K - $293K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2021 Filed on Jul 28, 2021
1,419
$209.28 - $222.82 $297K - $316K
CMBS
Ishares Cmbs ETF

ETFs
Q2 2021 Filed on Jul 28, 2021
5,923
$53.73 - $54.55 $318K - $323K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2021 Filed on Jul 28, 2021
7,690
$103.96 - $118.18 $799K - $909K
DELL
Dell Technologies Inc.

Technology
Q2 2021 Filed on Jul 28, 2021
2,499
$45.15 - $52.7 $113K - $132K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q2 2021 Filed on Jul 28, 2021
11,231
$56.49 - $57.55 $634K - $646K
KMI
Kinder Morgan, Inc.

Energy
Q2 2021 Filed on Jul 28, 2021
10,547
$16.36 - $19.14 $173K - $202K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2021 Filed on Jul 28, 2021
3,263
$55.06 - $60.62 $180K - $198K
GS
Goldman Sachs Group Inc

Financial Services
Q2 2021 Filed on Jul 28, 2021
1,059
$323.54 - $391.45 $343K - $415K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2021 Filed on Jul 28, 2021
3,644
$51.18 - $63.61 $186K - $232K
QCOM
Qualcomm Inc

Technology
Q2 2021 Filed on Jul 28, 2021
1,463
$124.62 - $142.93 $182K - $209K
FEMB
First Tr ETF Emerging Markets

ETFs
Q2 2021 Filed on Jul 28, 2021
6,559
$34.51 - $36.22 $226K - $238K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q2 2021 Filed on Jul 28, 2021
9,437
$66.4 - $70.33 $627K - $664K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2021 Filed on Jul 28, 2021
10,472
$20.22 - $20.6 $212K - $216K
PSX
Phillips 66

Energy
Q2 2021 Filed on Jul 28, 2021
3,510
$74.95 - $92.56 $263K - $325K
AMCR
Amcor PLC

Consumer Cyclical
Q2 2021 Filed on Jul 28, 2021
12,971
$11.36 - $12.49 $147K - $162K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2021 Filed on Apr 30, 2021
1,758
$150.72 - $194.14 $265K - $341K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2021 Filed on Apr 30, 2021
13,046
$46.98 - $51.36 $613K - $670K
STT
State Street Corp

Financial Services
Q1 2021 Filed on Apr 30, 2021
3,620
$70.0 - $86.31 $253K - $312K
RFEU
First Trust ETF Iii Riverfront
Q1 2021 Filed on Apr 30, 2021
9,536
N/A
SHAG
Wisdomtree Yield Enhanced U.S.
Q1 2021 Filed on Apr 30, 2021
17,446
N/A
DNL
Wiswisdomtree Tr

ETFs
Q1 2021 Filed on Apr 30, 2021
15,450
$37.62 - $40.48 $581K - $625K
SNPS
Synopsys Inc

Technology
Q1 2021 Filed on Apr 30, 2021
947
$218.49 - $292.09 $207K - $277K
PARA
Paramount Global

Communication Services
Q1 2021 Filed on Apr 30, 2021
5,412
$36.6 - $100.34 $198K - $543K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
6,923
$40.85 - $52.75 $283K - $365K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2021 Filed on Apr 30, 2021
24,921
$40.61 - $44.6 $1.01M - $1.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2021 Filed on Apr 30, 2021
1,328
$439.85 - $518.83 $584K - $689K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
1,790
$128.93 - $147.23 $231K - $264K
NICE
Nice Ltd.

Technology
Q1 2021 Filed on Apr 30, 2021
1,056
$216.32 - $279.38 $228K - $295K
HSY
Hershey CO

Consumer Defensive
Q1 2021 Filed on Apr 30, 2021
1,930
$144.37 - $161.13 $279K - $311K
FDX
Fedex Corp

Industrials
Q1 2021 Filed on Apr 30, 2021
877
$235.34 - $285.92 $206K - $251K
DHR
Danaher Corp

Healthcare
Q1 2021 Filed on Apr 30, 2021
1,432
$212.38 - $245.9 $304K - $352K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q1 2021 Filed on Apr 30, 2021
5,488
$47.97 - $69.17 $263K - $380K
WFC
Wells Fargo & Company

Financial Services
Q1 2021 Filed on Apr 30, 2021
8,335
$29.7 - $40.81 $248K - $340K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2021 Filed on Apr 30, 2021
7,235
$61.36 - $62.96 $444K - $456K
First Tr Exch Traded Fd Iii
Q1 2021 Filed on Apr 30, 2021
4,700
N/A
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on Apr 30, 2021
3,256
$76.38 - $86.03 $249K - $280K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2021 Filed on Apr 30, 2021
10,035
$81.74 - $112.47 $820K - $1.13M
AMAT
Applied Materials Inc

Technology
Q1 2021 Filed on Apr 30, 2021
3,598
$86.87 - $133.6 $313K - $481K
REET
Ishares Global Reit ETF

ETFs
Q1 2021 Filed on Apr 30, 2021
18,309
$23.2 - $26.09 $425K - $478K
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on Apr 30, 2021
3,289
$74.85 - $85.84 $246K - $282K
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q1 2021 Filed on Apr 30, 2021
4,823
$48.69 - $49.19 $235K - $237K
ANSS
Ansys Inc

Technology
Q1 2021 Filed on Apr 30, 2021
930
$293.55 - $403.6 $273K - $375K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 30, 2021
2,562
$107.6 - $121.88 $276K - $312K
FTNT
Fortinet, Inc.

Technology
Q1 2021 Filed on Apr 30, 2021
2,170
$27.62 - $38.41 $59.9K - $83.3K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2021 Filed on Apr 30, 2021
1,124
$187.01 - $232.8 $210K - $262K
AMED
Amedisys Inc

Healthcare
Q1 2021 Filed on Apr 30, 2021
992
$236.62 - $314.16 $235K - $312K
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