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
Vanguard Equity Income I Nv
Q1 2022 Filed on May 16, 2022
576
N/A
Vanguard Real Estate Ind Ex Admiral
Q1 2022 Filed on May 16, 2022
26
N/A
Vanguard Short Term Inve Stment Grade Adm
Q1 2022 Filed on May 16, 2022
4,373
N/A
Vanguard Gnma Inv
Q1 2022 Filed on May 16, 2022
514
N/A
Vanguard Interm Term Inv Estment Grde Adm
Q1 2022 Filed on May 16, 2022
2,283
N/A
Vanguard 500 Index Admir Al
Q1 2022 Filed on May 16, 2022
115
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
167
$51.78 - $75.76 $8.65K - $12.7K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on May 16, 2022
441
$53.45 - $62.56 $23.6K - $27.6K
Vanguard Emerging Mkts S Tock Idx Adm
Q1 2022 Filed on May 16, 2022
32,940
N/A
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
88
$58.33 - $76.72 $5.13K - $6.75K
Tweedy, Browne Internati Onal Value Fund
Q1 2022 Filed on May 16, 2022
655
N/A
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2022 Filed on May 16, 2022
25
$13.54 - $15.35 $339 - $384
First Eagle Global I
Q1 2022 Filed on May 16, 2022
1
N/A
Spdr S&P 500 ETF
Q1 2022 Filed on May 16, 2022
1,835
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on May 16, 2022
341
$49.15 - $56.85 $16.8K - $19.4K
RTX
Raytheon Technologies Corp

Industrials
Q1 2022 Filed on May 16, 2022
225
$86.97 - $102.73 $19.6K - $23.1K
Pimco Long Term Credit B Ond Instl
Q1 2022 Filed on May 16, 2022
320
N/A
PSX
Phillips 66

Energy
Q1 2022 Filed on May 16, 2022
26
$75.34 - $93.2 $1.96K - $2.42K
Tpoint Rowe Price Growth Sto Ck I
Q1 2022 Filed on May 16, 2022
193
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 16, 2022
1,215
$34.86 - $39.14 $42.4K - $47.6K
Schwab Government Money Inv
Q1 2022 Filed on May 16, 2022
2,218,501
N/A
SO
Southern CO

Utilities
Q1 2022 Filed on May 16, 2022
47
$62.84 - $72.51 $2.95K - $3.41K
SYY
Sysco Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
103
$75.31 - $88.37 $7.76K - $9.1K
Schwab Value Advantage M Oney Inv
Q1 2022 Filed on May 16, 2022
25,111
N/A
Schwab Short Term Bond I Ndex
Q1 2022 Filed on May 16, 2022
3,029
N/A
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2022 Filed on May 16, 2022
1,071
$51.36 - $58.82 $55K - $63K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2022 Filed on May 16, 2022
1,000
$48.98 - $56.19 $49K - $56.2K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2022 Filed on May 16, 2022
2,000
$43.87 - $47.6 $87.7K - $95.2K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 16, 2022
95
$35.69 - $43.02 $3.39K - $4.09K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 16, 2022
1,716
$31.42 - $36.91 $53.9K - $63.3K
Tpoint Rowe Price New Horizo Ns
Q1 2022 Filed on May 16, 2022
97
N/A
SIVR
Abrdn Silver ETF Trust

ETFs
Q1 2022 Filed on May 16, 2022
507
$21.38 - $25.48 $10.8K - $12.9K
New York St Dorm Au 5percent35 Hosp Hlth Due 07 01 35 Xtro
Q1 2022 Filed on May 16, 2022
275,000
N/A
Nyc Ny Tran Auth 5percent31 Comb Tax Due 11 01 31
Q1 2022 Filed on May 16, 2022
350,000
N/A
New Palestine Ind 4point5percent32 Rev Utx Due 07 15 32
Q1 2022 Filed on May 16, 2022
200,000
N/A
Mt Pleasant Sc W S 5percent28 Comb Util Due 06 01 28
Q1 2022 Filed on May 16, 2022
200,000
N/A
Miami Dade Cn Fl 5percent30 Syst Hlth Due 06 01 30 Xtro
Q1 2022 Filed on May 16, 2022
300,000
N/A
Miami Dade Cn Fl CO 5percent32 Sch Cops Due 05 01 32 Xtro
Q1 2022 Filed on May 16, 2022
225,000
N/A
Maryland St 5percent36 Go Utx Due 03 01 36
Q1 2022 Filed on May 16, 2022
350,000
N/A
Louisiana St 5percent34 Go Utx Due 03 01 34
Q1 2022 Filed on May 16, 2022
335,000
N/A
Louisiana Public Fa 5percent25 Syst Hlth Due 05 15 25 Xtro
Q1 2022 Filed on May 16, 2022
250,000
N/A
Richardson Tx Isd 5percent29 Go Utx Due 02 15 29
Q1 2022 Filed on May 16, 2022
300,000
N/A
Richmond Va 5percent30 Go Utx Due 07 15 30
Q1 2022 Filed on May 16, 2022
325,000
N/A
First Tr Portfolios
Q1 2022 Filed on May 16, 2022
2,515
N/A
Wi St Trans 5percent25 Mtr Tax Due 07 01 25
Q1 2022 Filed on May 16, 2022
350,000
N/A
Wisconsin St Enviro 5percent30 Finl Auth Due 06 01 30
Q1 2022 Filed on May 16, 2022
375,000
N/A
Wisconsin State 5percent36 Go Utx Due 05 01 36
Q1 2022 Filed on May 16, 2022
300,000
N/A
Virginia St Public 5percent28 Finl Sch Due 08 01 28
Q1 2022 Filed on May 16, 2022
30,000
N/A
Utah St 5percent31 Go Utx Due 07 01 31
Q1 2022 Filed on May 16, 2022
245,000
N/A
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