True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.18 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Citigroup Inc
Q4 2021 Filed on Feb 01, 2022
30
N/A
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 01, 2022
32
$257.53 - $292.5 $8.24K - $9.36K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 01, 2022
15
$81.2 - $102.5 $1.22K - $1.54K
Dunham Focused Large Cap Growth N
Q4 2021 Filed on Feb 01, 2022
13
N/A
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Feb 01, 2022
35
$80.28 - $88.97 $2.81K - $3.11K
Dunham International Sto Ck N
Q4 2021 Filed on Feb 01, 2022
32
N/A
Dunham Large Cap Value N
Q4 2021 Filed on Feb 01, 2022
30
N/A
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Feb 01, 2022
20
$58.85 - $65.41 $1.18K - $1.31K
Dunham Real Estate Stock N
Q4 2021 Filed on Feb 01, 2022
17
N/A
Dunham Small Cap Growth N
Q4 2021 Filed on Feb 01, 2022
7
N/A
AMCR
Amcor PLC

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
115
$11.26 - $12.39 $1.29K - $1.42K
Dunham Emerging Markets Stock N
Q4 2021 Filed on Feb 01, 2022
27
N/A
Dunham Dynamic Macro N
Q4 2021 Filed on Feb 01, 2022
9
N/A
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 01, 2022
28
$96.62 - $104.9 $2.71K - $2.94K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
3
$2067.01 - $2648.2 $6.2K - $7.94K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
11
$223.92 - $287.77 $2.46K - $3.17K
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
23
$87.48 - $96.88 $2.01K - $2.23K
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Feb 01, 2022
68
$188.94 - $214.25 $12.8K - $14.6K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Feb 01, 2022
12
$167.8 - $188.86 $2.01K - $2.27K
Us Treasur Nt 2 Percent 12 21 Ust Note Due 12 31 21
Q4 2021 Filed on Feb 01, 2022
5,000
N/A
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
13
$135.09 - $284.11 $1.76K - $3.69K
Nextera Energy 3point625 Percent 23 Due 06 15 23
Q4 2021 Filed on Feb 01, 2022
50,000
N/A
Dunham Small Cap Value N
Q4 2021 Filed on Feb 01, 2022
16
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
30
$64.88 - $73.64 $1.95K - $2.21K
Primerica, In Cpoint 4point75 Percent 22 Due 07 15 22
Q4 2021 Filed on Feb 01, 2022
200,000
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Feb 01, 2022
54
$52.85 - $60.09 $2.85K - $3.24K
Us Treasu Nt 2point125 Percent 12 21 Ust Note Due 12 31 21
Q4 2021 Filed on Feb 01, 2022
19,000
N/A
ONLN
Proshares Tr Online Retail ETF

ETFs
Q4 2021 Filed on Feb 01, 2022
174
$55.23 - $71.69 $9.61K - $12.5K
Nutrien Lt Dpoint 3point375 Percent 25 F Due 03 15 25
Q4 2021 Filed on Feb 01, 2022
100,000
N/A
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Feb 01, 2022
22
$107.13 - $129.0 $2.36K - $2.84K
AKAM
Akamai Technologies Inc

Technology
Q4 2021 Filed on Feb 01, 2022
11
$101.57 - $118.45 $1.12K - $1.3K
Prudential Finl
Q3 2021 Filed on Oct 29, 2021
50,000
N/A
AFG
American Financial Group Inc

Financial Services
Q3 2021 Filed on Oct 29, 2021
100
$120.0 - $138.61 $12K - $13.9K
Dfa Emerging Markets Cor E Equity I
Q3 2021 Filed on Oct 29, 2021
154
N/A
IMTB
Ishares Tr

ETFs
Q3 2021 Filed on Oct 29, 2021
398
$51.15 - $51.81 $20.4K - $20.6K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q3 2021 Filed on Oct 29, 2021
236
$71.58 - $74.49 $16.9K - $17.6K
Harris Cn Tx Mud
Q3 2021 Filed on Oct 29, 2021
50,000
N/A
Us Treasury Note
Q3 2021 Filed on Oct 29, 2021
50,000
N/A
Va St Pub Bldg A
Q3 2021 Filed on Oct 29, 2021
100,000
N/A
Va St Pub Bldg A
Q3 2021 Filed on Oct 29, 2021
200,000
N/A
Florida St Boar
Q3 2021 Filed on Oct 29, 2021
100,000
N/A
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q3 2021 Filed on Oct 29, 2021
3,225
$22.03 - $23.12 $71K - $74.6K
Hsbc Bank Usa
Q3 2021 Filed on Oct 29, 2021
100,000
N/A
Pennsylvania St Hig
Q3 2021 Filed on Oct 29, 2021
105,000
N/A
Fidelity International I Ndex
Q3 2021 Filed on Oct 29, 2021
121
N/A
Eaton Vance Floating Rat E I
Q3 2021 Filed on Oct 29, 2021
489
N/A
Dfa Us Small Cap I
Q3 2021 Filed on Oct 29, 2021
104
N/A
Dfa Real Estate Securiti Es I
Q3 2021 Filed on Oct 29, 2021
102
N/A
New York St Dorm
Q3 2021 Filed on Oct 29, 2021
200,000
N/A
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