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
Truist Finl Corp Var
Q1 2022 Filed on May 16, 2022
13,000
N/A
Hartford Schroders Emerg Ing Mkts Eq F
Q1 2022 Filed on May 16, 2022
17,393
N/A
Allspring Special Small Cap Value Inst
Q1 2022 Filed on May 16, 2022
11,050
N/A
Diamond Hill Large Cap I
Q1 2022 Filed on May 16, 2022
27,059
N/A
Conestoga Small Cap Inst Itutional
Q1 2022 Filed on May 16, 2022
6,304
N/A
Blackrock Event Driven E Quity Instl
Q1 2022 Filed on May 16, 2022
49,943
N/A
Abbey Capital Futures St Rategy I
Q1 2022 Filed on May 16, 2022
13,651
N/A
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on May 16, 2022
1,766
$37.82 - $41.16 $66.8K - $72.7K
Baillie Gifford Internat Ional Alpha I
Q1 2022 Filed on May 16, 2022
146,402
N/A
Credit Suisse Commodity Return Strat I
Q1 2022 Filed on May 16, 2022
46,810
N/A
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on May 16, 2022
51
$194.83 - $232.11 $9.94K - $11.8K
Mcdonald'S Corp 3point25percent24 Due 06 10 24
Q1 2022 Filed on May 16, 2022
50,000
N/A
Lazard Group LLC 3point75percent25 Due 02 13 25
Q1 2022 Filed on May 16, 2022
100,000
N/A
The Kroger C Opoint 3point85percent23 Due 08 01 23
Q1 2022 Filed on May 16, 2022
350,000
N/A
Kraft Foods Group 3point5percent22 Due 06 06 22
Q1 2022 Filed on May 16, 2022
150,000
N/A
Kinder Morgan En 3point95percent22 Due 09 01 22
Q1 2022 Filed on May 16, 2022
50,000
N/A
Kennesaw Georgia 4point7percent27 Impt Park Due 02 01 27 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
250,000
N/A
Ks St Dev Fa Re 4point191percent28 Dev Auth Due 04 15 28 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
50,000
N/A
Ks St Dev Fa Re 3point641percent24 Dev Auth Due 04 15 24 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
50,000
N/A
Ks City Mo Spl O 4point13percent22 Splo Due 03 01 22 Taxbl
Q1 2022 Filed on May 16, 2022
25,000
N/A
Johnson & Johns 3point375percent23 Due 12 05 23
Q1 2022 Filed on May 16, 2022
200,000
N/A
Legg Mason Inc 3point95percent24 Due 07 15 24
Q1 2022 Filed on May 16, 2022
300,000
N/A
Lincoln Ntnl Corp 4point2percent22 Due 03 15 22
Q1 2022 Filed on May 16, 2022
200,000
N/A
Maryville Mi Cs 4percent27 Go Utx Due 05 01 27
Q1 2022 Filed on May 16, 2022
205,000
N/A
Maryland St Hea 3point632percent24 Syst Hlth Due 07 01 24 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Md St Cda Hsg 3point056percent24 Sing Hsg Due 03 01 24 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Md St Cda Hsg 2point813percent26 Sing Hsg Due 03 01 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
315,000
N/A
Md Ntl Pk Pln Mo 3point75percent27 Db Ltx Due 12 01 27 Taxbl
Q1 2022 Filed on May 16, 2022
165,000
N/A
Marathon Petrol 3point625percent24 Due 09 15 24
Q1 2022 Filed on May 16, 2022
350,000
N/A
Maple Wi Sd 5percent25 Go Utx Due 04 01 25
Q1 2022 Filed on May 16, 2022
90,000
N/A
Mansfield Tx Isd 4percent23 Go Utx Due 02 15 23 Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Long Island Pwr 3point883percent24 Elec Util Due 09 01 24 Xtro Taxbl Build America
Q1 2022 Filed on May 16, 2022
50,000
N/A
Lockheed Martin C 2point9percent25 Due 03 01 25
Q1 2022 Filed on May 16, 2022
294,000
N/A
Janus Capital G 4point875percent25 Due 08 01 25
Q1 2022 Filed on May 16, 2022
100,000
N/A
Jal New Mexico Publ 3percent27 Go Utx Due 08 01 27
Q1 2022 Filed on May 16, 2022
245,000
N/A
Jpmorgan Chase 3point125percent25 Due 01 23 25
Q1 2022 Filed on May 16, 2022
50,000
N/A
Silvana Mines In3point7percent 23 F Tender Offer Exp 12 17point01 04 2022
Q1 2022 Filed on May 16, 2022
50,000
N/A
Gilead Sciences, 2point5percent23 Due 09 01 23
Q1 2022 Filed on May 16, 2022
171,000
N/A
Ga Mun Elec Auth 5point7percent24 Pwr Util Due 01 01 24 Oid Xtro Taxbl Ambac Ind
Q1 2022 Filed on May 16, 2022
20,000
N/A
Georgia St 3point2percent30 Go Utx Due 07 01 30 Taxbl
Q1 2022 Filed on May 16, 2022
250,000
N/A
Gatx Corp 3point25percent25 Due 03 30 25
Q1 2022 Filed on May 16, 2022
100,000
N/A
Ford Motor CO 3point096percent23 Due 05 04 23
Q1 2022 Filed on May 16, 2022
160,000
N/A
Ford Motor CO 4point375percent23 Due 08 06 23
Q1 2022 Filed on May 16, 2022
250,000
N/A
Fifth Third Banco 2point6percent22 Due 06 15 22
Q1 2022 Filed on May 16, 2022
150,000
N/A
Fhlmc 2point375percent22 Due 01 13 22
Q1 2022 Filed on May 16, 2022
50,000
N/A
Federal Realty I 3point95percent24 Due 01 15 24
Q1 2022 Filed on May 16, 2022
260,000
N/A
Goldman Sachs Int 3point5percent25 Due 01 23 25
Q1 2022 Filed on May 16, 2022
100,000
N/A
Goldman Sachs In 3point75percent25 Due 05 22 25
Q1 2022 Filed on May 16, 2022
15,000
N/A
Jpmorgan Chase & 4point5percent22 Due 01 24 22
Q1 2022 Filed on May 16, 2022
200,000
N/A
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