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
American Funds Europacif Ic Growth F2
Q1 2022 Filed on May 16, 2022
71
N/A
Ffcb 2point125percent40 Due 05 21 40
Q1 2022 Filed on May 16, 2022
20,000
N/A
Citicorp Mortgage S 5 Xxx Matured Factor 0point001466066921
Q1 2022 Filed on May 16, 2022
1,525,000
N/A
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on May 16, 2022
78
$75.69 - $95.53 $5.9K - $7.45K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
6
$662.87 - $917.22 $3.98K - $5.5K
Bpoint Apoint T Capital C 4point906percent30 Due 04 02 30
Q1 2022 Filed on May 16, 2022
22,000
N/A
Reynolds Amern I 6point15percent43 Due 09 15 43
Q1 2022 Filed on May 16, 2022
8,000
N/A
AON
Aon PLC

Financial Services
Q1 2022 Filed on May 16, 2022
17
$261.88 - $326.39 $4.45K - $5.55K
Ameriquest Mortg 6point25percent33 Abs Spcl Due 12 25 33 Factor 0point001755767773
Q1 2022 Filed on May 16, 2022
900,000
N/A
Ameriquest Mortgage 7percent29 Abs Spcl Due 04 25 29 Factor 0point002141493248
Q1 2022 Filed on May 16, 2022
4,000,000
N/A
Citicorp Mortgag 5point25percent35 Mbs Cmo Due 08 25 35 Factor 1point000000000000
Q1 2022 Filed on May 16, 2022
9,000
N/A
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 16, 2022
3,120
$44.97 - $51.68 $140K - $161K
Commercial Mortg 5point75percent33 Abs Spcl Due 11 25 33 Factor 0point148585670268
Q1 2022 Filed on May 16, 2022
75,000
N/A
Ffcb 2percent40 Due 05 14 40
Q1 2022 Filed on May 16, 2022
20,000
N/A
Ffcb 2point02percent40 Due 07 02 40
Q1 2022 Filed on May 16, 2022
33,000
N/A
FAST
Fastenal CO

Industrials
Q1 2022 Filed on May 16, 2022
41
$49.62 - $62.33 $2.03K - $2.56K
DO
Diamond Offshore Drilling, Inc.

Energy
Q1 2022 Filed on May 16, 2022
6,961
$7.13 - $7.13 $49.6K - $49.6K
DE
Deere & CO

Industrials
Q1 2022 Filed on May 16, 2022
20
$337.52 - $436.45 $6.75K - $8.73K
Cwalt In Cpoint 5point75percent34 Abs Spcl Due 08 25 34 Factor 0point148700309150
Q1 2022 Filed on May 16, 2022
115,000
N/A
Commercial Mortg 5point15percent35 Mbs Cmo Due 08 25 35 Factor 1point000000000000
Q1 2022 Filed on May 16, 2022
30,000
N/A
American Funds Income Fu Nd Of Amer A
Q1 2022 Filed on May 16, 2022
2,742
N/A
Altria Group, In 5point95percent49 Due 02 14 49
Q1 2022 Filed on May 16, 2022
24,000
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
581
$47.97 - $53.62 $27.9K - $31.2K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2022 Filed on May 16, 2022
170
$148.26 - $164.2 $25.2K - $27.9K
Hartford Midcap I
Q1 2022 Filed on May 16, 2022
134
N/A
Harbor Mid Cap Value Inv Estor
Q1 2022 Filed on May 16, 2022
456
N/A
Goldman Sachs Ban 2point4percent22 Cd Fdic Ins Due 09 06 22 Us
Q1 2022 Filed on May 16, 2022
250,000
N/A
Goldman Sachs Ba 3point35percent23 Cd Fdic Ins Due 09 26 23 Us
Q1 2022 Filed on May 16, 2022
150,000
N/A
Champlain Small Company Institutional
Q1 2022 Filed on May 16, 2022
62
N/A
Bmw Bank North Am 2point2percent22 Cd Fdic Ins Due 02 24 22 Us
Q1 2022 Filed on May 16, 2022
92,000
N/A
Baron Emerging Markets I Nstitutional
Q1 2022 Filed on May 16, 2022
330
N/A
Mfs Value I
Q1 2022 Filed on May 16, 2022
135
N/A
Principal Small Midcap D Ividend Inc Inst
Q1 2022 Filed on May 16, 2022
153
N/A
Schwab Government Money Ultra
Q1 2022 Filed on May 16, 2022
987,652
N/A
GOOG
Alphabet Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
13
$126.46 - $148.04 $1.64K - $1.92K
ACN
Accenture PLC

Technology
Q1 2022 Filed on May 16, 2022
45
$301.62 - $407.21 $13.6K - $18.3K
Allspring Emerging Marke Ts Equity Inst
Q1 2022 Filed on May 16, 2022
96
N/A
Allspring Small Company Growth Inst
Q1 2022 Filed on May 16, 2022
84
N/A
Allspring Special Mid Ca P Value Inst
Q1 2022 Filed on May 16, 2022
59
N/A
Wells Fargo & CO 2point5percent22 Cd Fdic Ins Due 01 19 22 Us
Q1 2022 Filed on May 16, 2022
125,000
N/A
VFH
Vanguard Financial ETF

ETFs
Q1 2022 Filed on May 16, 2022
203
$87.26 - $101.75 $17.7K - $20.7K
Tpoint Rowe Price Blue Chip Growth
Q1 2022 Filed on May 16, 2022
76
N/A
Baron Small Cap Instl
Q1 2022 Filed on May 16, 2022
94
N/A
Vanguard Growth Index In Stitutional
Q1 2022 Filed on May 16, 2022
1,040
N/A
Putnam International Cap Ital Opp A
Q1 2022 Filed on May 16, 2022
2
N/A
MU
Micron Technology Inc

Technology
Q1 2022 Filed on May 16, 2022
1,275
$69.4 - $97.36 $88.5K - $124K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 16, 2022
223
$140.96 - $181.02 $31.4K - $40.4K
Mfs International New Di Scovery R6
Q1 2022 Filed on May 16, 2022
3,259
N/A
Massmutual Mid Cap Growt H I
Q1 2022 Filed on May 16, 2022
2,133
N/A
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