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
Dfa Funds
Q2 2021 Filed on Aug 19, 2021
1,465
N/A
Eaton Vance
Q2 2021 Filed on Aug 19, 2021
883
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2021 Filed on Aug 19, 2021
2,046
$74.58 - $81.56 $153K - $167K
T. Rowe
Q2 2021 Filed on Aug 19, 2021
4,317
N/A
The Mainstay Funds
Q2 2021 Filed on Aug 19, 2021
3,412
N/A
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2021 Filed on Aug 19, 2021
37
$31.92 - $32.9 $1.18K - $1.22K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2021 Filed on Aug 19, 2021
12
$62.94 - $69.93 $755 - $839
Vanguard
Q2 2021 Filed on Aug 19, 2021
739
N/A
Vanguard
Q2 2021 Filed on Aug 19, 2021
731
N/A
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 19, 2021
18
$12.97 - $16.15 $233 - $291
Victory Funds
Q2 2021 Filed on Aug 19, 2021
209
N/A
Virtus
Q2 2021 Filed on Aug 19, 2021
534
N/A
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q2 2021 Filed on Aug 19, 2021
196
$42.87 - $44.22 $8.4K - $8.67K
Polen
Q2 2021 Filed on Aug 19, 2021
1,167
N/A
Fidelity
Q2 2021 Filed on Aug 19, 2021
1,885
N/A
Fidelity
Q2 2021 Filed on Aug 19, 2021
7
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q2 2021 Filed on Aug 19, 2021
15
$210.08 - $246.6 $3.15K - $3.7K
SKYY
First Trust Cloud Computing Et

ETFs
Q2 2021 Filed on Aug 19, 2021
591
$92.24 - $107.54 $54.5K - $63.6K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2021 Filed on Aug 19, 2021
27
$146.13 - $163.65 $3.95K - $4.42K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2021 Filed on Aug 19, 2021
125
$117.83 - $118.68 $14.7K - $14.8K
Jp Morgan
Q2 2021 Filed on Aug 19, 2021
1,260
N/A
Mfs
Q2 2021 Filed on Aug 19, 2021
986
N/A
Pimco
Q2 2021 Filed on Aug 19, 2021
4,593
N/A
Virtus
Q2 2021 Filed on Aug 19, 2021
1,072
N/A
Princeton Theol
Q2 2021 Filed on Aug 19, 2021
150,000
N/A
Cvs Health Corp
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
California Educ
Q2 2021 Filed on Aug 19, 2021
135,000
N/A
Marriott Intern
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
Pittaleghny Cn
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
Montana St Board Ho
Q2 2021 Filed on Aug 19, 2021
405,000
N/A
Conocophillips
Q2 2021 Filed on Aug 19, 2021
230,000
N/A
Morgan Stanley
Q2 2021 Filed on Aug 19, 2021
300,000
N/A
Delta Air Lines
Q2 2021 Filed on Aug 19, 2021
800,000
N/A
Flowserve Corp
Q2 2021 Filed on Aug 19, 2021
275,000
N/A
Pa Hsg Fin Agy S
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
The Kroger CO
Q2 2021 Filed on Aug 19, 2021
285,000
N/A
Loews Corp
Q2 2021 Filed on Aug 19, 2021
350,000
N/A
Mccormick
Q2 2021 Filed on Aug 19, 2021
335,000
N/A
Snyder Cnty Pa Ed
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
Total System Ser
Q2 2021 Filed on Aug 19, 2021
240,000
N/A
CI
Cigna Corp

Healthcare
Q2 2021 Filed on Aug 19, 2021
1,821
$231.97 - $266.91 $422K - $486K
Baker Hughes Ho
Q2 2021 Filed on Aug 19, 2021
340,000
N/A
Tech Data Corp Step
Q2 2021 Filed on Aug 19, 2021
255,000
N/A
Bank Of America
Q2 2021 Filed on Aug 19, 2021
400,000
N/A
American Funds Europacif Ic Growth F
Q2 2021 Filed on Aug 19, 2021
240
N/A
FMC
Fmc Corp

Basic Materials
Q2 2021 Filed on Aug 19, 2021
6,002
$108.2 - $121.83 $649K - $731K
Swarthmore Boro Pa
Q2 2021 Filed on Aug 19, 2021
450,000
N/A
Benton Wa Regl Pwa
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
CHKP
Check Point Software Technologies LTD

Technology
Q2 2021 Filed on Aug 19, 2021
6,527
$113.6 - $120.97 $741K - $790K
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