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
Fidelity
Q2 2021 Filed on Aug 19, 2021
1,885
N/A
HTGC
Hercules Capital, Inc.

Financial Services
Q2 2021 Filed on Aug 19, 2021
33,252
$15.98 - $17.66 $531K - $587K
Eaton Vance
Q2 2021 Filed on Aug 19, 2021
883
N/A
Dfa Funds
Q2 2021 Filed on Aug 19, 2021
1,465
N/A
Altaba Inc
Q2 2021 Filed on Aug 19, 2021
11,452
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
Delaware Investments Family Of Funds
Q2 2021 Filed on Aug 19, 2021
346
N/A
Columbia Dividend Income Inst
Q2 2021 Filed on Aug 19, 2021
841
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
CI
Cigna Corp

Healthcare
Q2 2021 Filed on Aug 19, 2021
1,821
$231.97 - $266.91 $422K - $486K
American Funds Europacif Ic Growth F
Q2 2021 Filed on Aug 19, 2021
240
N/A
State Street Cor
Q2 2021 Filed on Aug 19, 2021
50,000
N/A
American Funds Growth Fu Nd Of Amer F
Q2 2021 Filed on Aug 19, 2021
389
N/A
Marriott Intern
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
Conocophillips
Q2 2021 Filed on Aug 19, 2021
230,000
N/A
Pa Hsg Fin Agy S
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
Pittaleghny Cn
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
Ny St Mtg Agy H
Q2 2021 Filed on Aug 19, 2021
100,000
N/A
California Educ
Q2 2021 Filed on Aug 19, 2021
135,000
N/A
Cvs Health Corp
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
Wells Fargo
Q2 2021 Filed on Aug 19, 2021
200,000
N/A
OXY
Occidental Petroleum Corp

Energy
Q2 2021 Filed on Aug 19, 2021
3,700
$23.2 - $32.91 $85.8K - $122K
Us Treasu Nt
Q2 2021 Filed on Aug 19, 2021
87,000
N/A
Princeton Theol
Q2 2021 Filed on Aug 19, 2021
150,000
N/A
Invesco Developing Marke Ts Y
Q2 2021 Filed on Aug 19, 2021
114
N/A
Delta Air Lines
Q2 2021 Filed on Aug 19, 2021
800,000
N/A
Ft Wayne In Rda
Q2 2021 Filed on Aug 19, 2021
5,000
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
The Kroger CO
Q2 2021 Filed on Aug 19, 2021
285,000
N/A
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
Silvana Mines
Q2 2021 Filed on Aug 19, 2021
100,000
N/A
Flowserve Corp
Q2 2021 Filed on Aug 19, 2021
275,000
N/A
Virginia St
Q2 2021 Filed on Aug 19, 2021
300,000
N/A
Montana St Board Ho
Q2 2021 Filed on Aug 19, 2021
405,000
N/A
General Motors Fi
Q2 2021 Filed on Aug 19, 2021
400,000
N/A
Morgan Stanley
Q2 2021 Filed on Aug 19, 2021
300,000
N/A
Western Massachus
Q2 2021 Filed on Aug 19, 2021
25,000
N/A
LTHM
Livent Corp.

Basic Materials
Q2 2021 Filed on Aug 19, 2021
5,613
$16.4 - $21.17 $92.1K - $119K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2021 Filed on Aug 19, 2021
28
$56.02 - $60.85 $1.57K - $1.7K
The Mainstay Funds
Q2 2021 Filed on Aug 19, 2021
3,412
N/A
QUAD
Quad/Graphics, Inc.

Industrials
Q2 2021 Filed on Aug 19, 2021
24,662
$2.97 - $4.25 $73.2K - $105K
Vanguard
Q2 2021 Filed on Aug 19, 2021
731
N/A
Vanguard
Q2 2021 Filed on Aug 19, 2021
739
N/A
Benton Wa Regl Pwa
Q2 2021 Filed on Aug 19, 2021
250,000
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2021 Filed on Aug 19, 2021
3,980
$53.9 - $54.6 $215K - $217K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2021 Filed on Aug 19, 2021
12
$62.94 - $69.93 $755 - $839
Diamond Offshore
Q2 2021 Filed on Aug 19, 2021
200,000
N/A
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