True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

$1.19 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Loews Corp	Q2 2021 Filed on Aug 19, 2021	350,000	N/A
Bank Of America	Q2 2021 Filed on Aug 19, 2021	400,000	N/A
Montana St Board Ho	Q2 2021 Filed on Aug 19, 2021	405,000	N/A
Altaba Inc	Q2 2021 Filed on Aug 19, 2021	11,452	N/A
Apache Corp	Q2 2021 Filed on Aug 19, 2021	485,000	N/A
Baker Hughes Ho	Q2 2021 Filed on Aug 19, 2021	340,000	N/A
Mntgry Cn Va Eco	Q2 2021 Filed on Aug 19, 2021	130,000	N/A
Ny St Mtg Agy H	Q2 2021 Filed on Aug 19, 2021	100,000	N/A
Morgan Stanley	Q2 2021 Filed on Aug 19, 2021	300,000	N/A
Gabelli Abc Advisor	Q2 2021 Filed on Aug 19, 2021	229,164	N/A
The Kroger CO	Q2 2021 Filed on Aug 19, 2021	285,000	N/A
Ga Mun Elec Auth	Q1 2021 Filed on May 17, 2021	5,000	N/A
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	Q1 2021 Filed on May 17, 2021	2,929	$35.2 - $38.15 $103K - $112K
ITT Itt Inc. Industrials	Q1 2021 Filed on May 17, 2021	787	$74.71 - $90.91 $58.8K - $71.5K
XLY Select Sector Spdr Consumer Di ETFs	Q1 2021 Filed on May 17, 2021	1,205	$155.83 - $173.21 $188K - $209K
DON Wisdomtree Tr U.S. Midcap Divi ETFs	Q1 2021 Filed on May 17, 2021	2,865	$34.36 - $41.24 $98.4K - $118K
DSI Ishares Msci Kld 400 Social Et ETFs	Q1 2021 Filed on May 17, 2021	5,900	$70.61 - $76.36 $417K - $451K
Fmi International Instit Utional	Q1 2021 Filed on May 17, 2021	3,849	N/A
Federated Hermes Ultrash Ort Bond Is	Q1 2021 Filed on May 17, 2021	12,863	N/A
Ishares	Q1 2021 Filed on May 17, 2021	364	N/A
EVRG Evergy, Inc. Utilities	Q1 2021 Filed on May 17, 2021	200	$52.41 - $60.16 $10.5K - $12K
Jpmorgan Income Builder I	Q1 2021 Filed on May 17, 2021	1,731	N/A
Dr Pepper Snapple	Q1 2021 Filed on May 17, 2021	100,000	N/A
VGT Vanguard Information Technolog ETFs	Q1 2021 Filed on May 17, 2021	3,480	$339.41 - $380.61 $1.18M - $1.32M
Vanguard	Q1 2021 Filed on May 17, 2021	3,904	N/A
ENR Energizer Holdings, Inc. Industrials	Q1 2021 Filed on May 17, 2021	1,641	$41.8 - $49.01 $68.6K - $80.4K
Kinder Morgan Ene	Q1 2021 Filed on May 17, 2021	75,000	N/A
Unilever Capital	Q1 2021 Filed on May 17, 2021	125,000	N/A
United Parcel S	Q1 2021 Filed on May 17, 2021	250,000	N/A
Eog Resources In	Q1 2021 Filed on May 17, 2021	500,000	N/A
Viacomcbs Inc	Q1 2021 Filed on May 17, 2021	200,000	N/A
Va Clg Bldg Aut	Q1 2021 Filed on May 17, 2021	200,000	N/A
The Goldman Sac	Q1 2021 Filed on May 17, 2021	200,000	N/A
Vanguard	Q1 2021 Filed on May 17, 2021	33,676	N/A
Wells Fargo	Q1 2021 Filed on May 17, 2021	115,000	N/A
Lord Abbett Short Dur Hi Yld Muni Bd F	Q1 2021 Filed on May 17, 2021	1,712	N/A
Microsoft Corp	Q1 2021 Filed on May 17, 2021	200,000	N/A
KLAC Kla Corp Technology	Q1 2021 Filed on May 17, 2021	323	$260.33 - $337.18 $84.1K - $109K
Juniper Networks	Q1 2021 Filed on May 17, 2021	100,000	N/A
Catalystmillburn Hedge Strategy A	Q1 2021 Filed on May 17, 2021	2,298	N/A
MCHP Microchip Technology Inc Technology	Q1 2021 Filed on May 17, 2021	513	$66.52 - $81.53 $34.1K - $41.8K
MPC Marathon Petroleum Corp Energy	Q1 2021 Filed on May 17, 2021	933	$40.75 - $58.18 $38K - $54.3K
Pioneer	Q1 2021 Filed on May 17, 2021	3,413	N/A
Sanofi	Q1 2021 Filed on May 17, 2021	100,000	N/A
BEN Franklin Resources Inc Financial Services	Q1 2021 Filed on May 17, 2021	896	$24.28 - $30.26 $21.8K - $27.1K
BBN Black Rock Taxable Municipal Bond Trust Financial Services	Q1 2021 Filed on May 17, 2021	12,216	$23.86 - $26.95 $291K - $329K
Northrop Grumman	Q1 2021 Filed on May 17, 2021	135,000	N/A
General Electric	Q1 2021 Filed on May 17, 2021	150,000	N/A
RCL Royal Caribbean Cruises LTD Consumer Cyclical	Q1 2021 Filed on May 17, 2021	240	$65.0 - $96.66 $15.6K - $23.2K
RIO Rio Tinto PLC Basic Materials	Q1 2021 Filed on May 17, 2021	319	$74.3 - $91.71 $23.7K - $29.3K

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