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
Tri Cnty Metropolit 5percent29 Comb Tax Due 09 01 29
Q1 2022 Filed on May 16, 2022
220,000
N/A
Tallahassee Fl Engy 5percent32 Comb Util Due 10 01 32
Q1 2022 Filed on May 16, 2022
450,000
N/A
Sandy Springs Ga Pu 5percent28 Leas Bldg Due 05 01 28
Q1 2022 Filed on May 16, 2022
400,000
N/A
King Cnty Wa Sd 5percent29 Go Utx Due 12 01 29
Q1 2022 Filed on May 16, 2022
280,000
N/A
In St Fin Auth Rev 5percent33 Pool Auth Due 02 01 33
Q1 2022 Filed on May 16, 2022
300,000
N/A
Bexar Cnty Tx 5percent30 Go Ltx Due 06 15 30
Q1 2022 Filed on May 16, 2022
100,000
N/A
BHFAO
Brighthouse Financial, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
961
$25.32 - $27.47 $24.3K - $26.4K
Artisan International Sm All Mid Instl
Q1 2022 Filed on May 16, 2022
5,261
N/A
Jhancock Seaport Long Sh Ort I
Q1 2022 Filed on May 16, 2022
22,783
N/A
Blackrock Mid Cap Growth Equity Instl
Q1 2022 Filed on May 16, 2022
7,191
N/A
SJM
J M Smucker CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
650
$126.32 - $145.35 $82.1K - $94.5K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
200
$442.4 - $625.77 $88.5K - $125K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
900
$88.21 - $110.95 $79.4K - $99.9K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
2,500
$30.1 - $36.02 $75.3K - $90.1K
Bexar Cnty Tx Hd 5percent34 Db Utx Due 02 15 34
Q1 2022 Filed on May 16, 2022
250,000
N/A
Brighton Mi 4percent30 Go Ltx Due 10 01 30
Q1 2022 Filed on May 16, 2022
355,000
N/A
Honolulu Hawaii Cit 5percent31 Swr Util Due 07 01 31
Q1 2022 Filed on May 16, 2022
285,000
N/A
Hillsboro Cn Fl S B 5percent30 Sch Cops Due 07 01 30
Q1 2022 Filed on May 16, 2022
320,000
N/A
Hawaii St 5percent29 Go Utx Due 05 01 29
Q1 2022 Filed on May 16, 2022
325,000
N/A
Gwinnett Cnty Ga Sd 4percent33 Go Utx Due 02 01 33
Q1 2022 Filed on May 16, 2022
325,000
N/A
Franklin Cnty Oh 5percent22 Go Ltx Due 06 01 22
Q1 2022 Filed on May 16, 2022
200,000
N/A
Fairfax Cnty Va 4percent27 Go Utx Due 10 01 27
Q1 2022 Filed on May 16, 2022
540,000
N/A
Colorado Health Fac 5percent32 Syst Hlth Due 01 01 32 Xtro
Q1 2022 Filed on May 16, 2022
100,000
N/A
Chrltt Mckln Hosp N 5percent33 Syst Hlth Due 01 15 33 Xtro
Q1 2022 Filed on May 16, 2022
420,000
N/A
AMAT
Applied Materials Inc

Technology
Q1 2022 Filed on May 16, 2022
600
$119.22 - $167.0 $71.5K - $100K
Aristotle Small Cap Equi Ty I
Q1 2022 Filed on May 16, 2022
1,000
N/A
Vanguard LTD Term Tx Ex Adm
Q1 2022 Filed on May 16, 2022
2,304
N/A
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on May 16, 2022
544
$50.66 - $56.06 $27.6K - $30.5K
ICF
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
282
$64.57 - $75.32 $18.2K - $21.2K
Harbor Convertible Secur Ities Instl
Q1 2022 Filed on May 16, 2022
1,712
N/A
Ga Mun Elec Auth 5point7 Xxx Partial Call 100 Eff 01 01 2022
Q1 2022 Filed on May 16, 2022
10,000
N/A
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2022 Filed on May 16, 2022
286
$46.62 - $52.79 $13.3K - $15.1K
FDT
First Trust Developed Markets

ETFs
Q1 2022 Filed on May 16, 2022
9
$53.05 - $62.1 $477 - $559
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2022 Filed on May 16, 2022
320
$46.53 - $48.08 $14.9K - $15.4K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q1 2022 Filed on May 16, 2022
104
$131.75 - $175.08 $13.7K - $18.2K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q1 2022 Filed on May 16, 2022
414
$30.92 - $37.0 $12.8K - $15.3K
IFGL
Ishares International Develope

ETFs
Q1 2022 Filed on May 16, 2022
122
$25.52 - $28.54 $3.11K - $3.48K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2022 Filed on May 16, 2022
277
$37.79 - $49.76 $10.5K - $13.8K
Vanguard Inflation Prote Cted Secs Adm
Q1 2022 Filed on May 16, 2022
778
N/A
Tpoint Rowe Price Mid Cap Va Lue
Q1 2022 Filed on May 16, 2022
1,100
N/A
Tpoint Rowe Price Mid Cap Gr Owth
Q1 2022 Filed on May 16, 2022
245
N/A
SRE
Sempra Energy

Utilities
Q1 2022 Filed on May 16, 2022
451
$131.65 - $168.12 $59.4K - $75.8K
Oakmark International In Vestor
Q1 2022 Filed on May 16, 2022
1,109
N/A
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on May 16, 2022
2
$11.28 - $19.37 $22.6 - $38.7
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
158
$34.29 - $40.4 $5.42K - $6.38K
Jensen Quality Growth J
Q1 2022 Filed on May 16, 2022
495
N/A
IYR
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
44
$99.21 - $115.26 $4.37K - $5.07K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q1 2022 Filed on May 16, 2022
131
$92.21 - $103.86 $12.1K - $13.6K
FMF
First Trust Managed Futures St

ETFs
Q1 2022 Filed on May 16, 2022
21
$44.79 - $53.04 $941 - $1.11K
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