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
Nationwide A
Q2 2021 Filed on Aug 19, 2021
2,214
N/A
Nationwide Diamond Hill Lc Concntr A
Q2 2021 Filed on Aug 19, 2021
1,303
N/A
Nationwide Loomis Core B Ond A
Q2 2021 Filed on Aug 19, 2021
4,565
N/A
Altaba Inc
Q2 2021 Filed on Aug 19, 2021
11,452
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2021 Filed on Aug 19, 2021
28
$56.02 - $60.85 $1.57K - $1.7K
Pimco
Q2 2021 Filed on Aug 19, 2021
4,245
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2021 Filed on Aug 19, 2021
42
$26.88 - $27.95 $1.13K - $1.17K
Pontiac Mi Ww Fac
Q2 2021 Filed on Aug 19, 2021
50,000
N/A
Alcoa Tn
Q2 2021 Filed on Aug 19, 2021
150,000
N/A
Conv Ctr Auth Ri
Q2 2021 Filed on Aug 19, 2021
110,000
N/A
Oh St Spl Obg
Q2 2021 Filed on Aug 19, 2021
100,000
N/A
Virginia St
Q2 2021 Filed on Aug 19, 2021
300,000
N/A
Ny St Mtg Agy H
Q2 2021 Filed on Aug 19, 2021
100,000
N/A
Mntgry Cn Va Eco
Q2 2021 Filed on Aug 19, 2021
130,000
N/A
Wells Fargo
Q2 2021 Filed on Aug 19, 2021
200,000
N/A
Western Massachus
Q2 2021 Filed on Aug 19, 2021
25,000
N/A
Silvana Mines
Q2 2021 Filed on Aug 19, 2021
100,000
N/A
General Motors Fi
Q2 2021 Filed on Aug 19, 2021
400,000
N/A
Ft Wayne In Rda
Q2 2021 Filed on Aug 19, 2021
5,000
N/A
State Street Cor
Q2 2021 Filed on Aug 19, 2021
50,000
N/A
Fidelity Ntnl I
Q2 2021 Filed on Aug 19, 2021
25,000
N/A
Diamond Offshore
Q2 2021 Filed on Aug 19, 2021
200,000
N/A
Dxc Technology C
Q2 2021 Filed on Aug 19, 2021
395,000
N/A
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 19, 2021
27
$109.25 - $112.9 $2.95K - $3.05K
Us Treasu Nt
Q2 2021 Filed on Aug 19, 2021
87,000
N/A
Apache Corp
Q2 2021 Filed on Aug 19, 2021
485,000
N/A
Gabelli Abc Advisor
Q2 2021 Filed on Aug 19, 2021
229,164
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2021 Filed on Aug 19, 2021
50
$48.62 - $52.01 $2.43K - $2.6K
American Funds Taxexemp T Bond F
Q2 2021 Filed on Aug 19, 2021
894
N/A
Thornburg Limited Term I Ncome A
Q2 2021 Filed on Aug 19, 2021
355
N/A
THS
Tree House Foods, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 19, 2021
17,436
$44.52 - $53.5 $776K - $933K
American Funds Capital W Orld Gr
Q2 2021 Filed on Aug 19, 2021
530
N/A
ABB
Abb LTD

Industrials
Q2 2021 Filed on Aug 19, 2021
250
$30.66 - $35.17 $7.67K - $8.79K
American Century Investments
Q2 2021 Filed on Aug 19, 2021
381
N/A
Baird Funds, Inc
Q2 2021 Filed on Aug 19, 2021
3,784
N/A
Delaware Investments Family Of Funds
Q2 2021 Filed on Aug 19, 2021
346
N/A
Vanguard
Q2 2021 Filed on Aug 19, 2021
5
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2021 Filed on Aug 19, 2021
35
$48.39 - $52.91 $1.69K - $1.85K
QUAD
Quad/Graphics, Inc.

Industrials
Q2 2021 Filed on Aug 19, 2021
24,662
$2.97 - $4.25 $73.2K - $105K
American Funds Growth Fu Nd Of Amer F
Q2 2021 Filed on Aug 19, 2021
389
N/A
American Funds Growth Fu Nd Of Amer F
Q2 2021 Filed on Aug 19, 2021
1,104
N/A
Columbia Dividend Income Inst
Q2 2021 Filed on Aug 19, 2021
841
N/A
HTGC
Hercules Capital, Inc.

Financial Services
Q2 2021 Filed on Aug 19, 2021
33,252
$15.98 - $17.66 $531K - $587K
LTHM
Livent Corp.

Basic Materials
Q2 2021 Filed on Aug 19, 2021
5,613
$16.4 - $21.17 $92.1K - $119K
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q2 2021 Filed on Aug 19, 2021
37,081
$15.35 - $18.78 $569K - $696K
MOS
Mosaic CO

Basic Materials
Q2 2021 Filed on Aug 19, 2021
19,900
$29.92 - $37.55 $595K - $747K
MYGN
Myriad Genetics Inc

Healthcare
Q2 2021 Filed on Aug 19, 2021
23,611
$25.39 - $32.61 $599K - $770K
Invesco Developing Marke Ts Y
Q2 2021 Filed on Aug 19, 2021
114
N/A
OXY
Occidental Petroleum Corp

Energy
Q2 2021 Filed on Aug 19, 2021
3,700
$23.2 - $32.91 $85.8K - $122K
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