True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.34 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
Dunham Real Estate Stock N
Q4 2021 Filed on Feb 01, 2022
17
N/A
CSCO
Cisco Systems, Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
1,800
$53.25 - $63.96 $95.9K - $115K
Dunham Small Cap Growth N
Q4 2021 Filed on Feb 01, 2022
7
N/A
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 01, 2022
15
$81.2 - $102.5 $1.22K - $1.54K
Dunham Small Cap Value N
Q4 2021 Filed on Feb 01, 2022
16
N/A
AMCR
Amcor PLC

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
115
$11.26 - $12.39 $1.29K - $1.42K
AKAM
Akamai Technologies Inc

Technology
Q4 2021 Filed on Feb 01, 2022
11
$101.57 - $118.45 $1.12K - $1.3K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Feb 01, 2022
35
$80.28 - $88.97 $2.81K - $3.11K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Feb 01, 2022
12
$167.8 - $188.86 $2.01K - $2.27K
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
23
$87.48 - $96.88 $2.01K - $2.23K
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
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
11
$223.92 - $287.77 $2.46K - $3.17K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
3
$2067.01 - $2648.2 $6.2K - $7.94K
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Feb 01, 2022
20
$58.85 - $65.41 $1.18K - $1.31K
Texas Tech Univ
Q3 2021 Filed on Oct 29, 2021
165,000
N/A
IMTB
Ishares Tr

ETFs
Q3 2021 Filed on Oct 29, 2021
398
$51.15 - $51.81 $20.4K - $20.6K
Toyota Motor Cred
Q3 2021 Filed on Oct 29, 2021
350,000
N/A
Us Treasury Note
Q3 2021 Filed on Oct 29, 2021
50,000
N/A
Us Treasury Note
Q3 2021 Filed on Oct 29, 2021
87,000
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
Us Treasury Note
Q3 2021 Filed on Oct 29, 2021
92,000
N/A
Venturis Therapeuticsxxx Registration Revoked By The Sec Eff: 05/02/12
Q3 2021 Filed on Oct 29, 2021
3,000
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
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q3 2021 Filed on Oct 29, 2021
236
$71.58 - $74.49 $16.9K - $17.6K
Us Treasury Note
Q3 2021 Filed on Oct 29, 2021
92,000
N/A
Harris Cn Tx Mud
Q3 2021 Filed on Oct 29, 2021
50,000
N/A
Lexington Realty
Q3 2021 Filed on Oct 29, 2021
100,000
N/A
Hsbc Bank Usa
Q3 2021 Filed on Oct 29, 2021
100,000
N/A
Dfa Real Estate Securiti Es I
Q3 2021 Filed on Oct 29, 2021
102
N/A
Federal Farm Cr
Q3 2021 Filed on Oct 29, 2021
75,000
N/A
New York St Dorm
Q3 2021 Filed on Oct 29, 2021
200,000
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
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
Pennsylvania St Hig
Q3 2021 Filed on Oct 29, 2021
105,000
N/A
Dfa Emerging Markets Cor E Equity I
Q3 2021 Filed on Oct 29, 2021
154
N/A
Florida St Boar
Q3 2021 Filed on Oct 29, 2021
100,000
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2021 Filed on Aug 19, 2021
3,980
$53.9 - $54.6 $215K - $217K
HYG
Ishares Tr

ETFs
Q2 2021 Filed on Aug 19, 2021
22
$86.61 - $88.04 $1.91K - $1.94K
Vlg Cmnty Dist
Q2 2021 Filed on Aug 19, 2021
130,000
N/A
Commonwealth Fa
Q2 2021 Filed on Aug 19, 2021
25,000
N/A
Diamond Hill Longshort I
Q2 2021 Filed on Aug 19, 2021
5,261
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2021 Filed on Aug 19, 2021
766
$475.11 - $504.81 $364K - $387K
Cintas Corp No
Q2 2021 Filed on Aug 19, 2021
25,000
N/A
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