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
Interntnl Busin 1point875percent22 Due 08 01 22
Q1 2022 Filed on May 16, 2022
50,000
N/A
Intel Corp 2point7percent22 Due 12 15 22
Q1 2022 Filed on May 16, 2022
200,000
N/A
Illinois Tool Wo 2point65percent26 Due 11 15 26
Q1 2022 Filed on May 16, 2022
33,000
N/A
Honeywell Internt 2point5percent26 Due 11 01 26
Q1 2022 Filed on May 16, 2022
73,000
N/A
The Home Depot, Inc 3percent26 Due 04 01 26
Q1 2022 Filed on May 16, 2022
25,000
N/A
The Hershey CO 2point3percent26 Due 08 15 26
Q1 2022 Filed on May 16, 2022
100,000
N/A
The Hershey CO 3point2percent25 Due 08 21 25
Q1 2022 Filed on May 16, 2022
100,000
N/A
Hartford Ct Met Dis 5percent26 Met Due 11 01 26
Q1 2022 Filed on May 16, 2022
100,000
N/A
Hsbc Holdings 4point875percent 22 F Due 01 14 22
Q1 2022 Filed on May 16, 2022
200,000
N/A
Federal Ntnl Mo 2point625percent24 Due 09 06 24
Q1 2022 Filed on May 16, 2022
50,000
N/A
Quest Diagnostic 4point25percent24 Due 04 01 24
Q1 2022 Filed on May 16, 2022
50,000
N/A
Pend Etc Cn Wa 4point171percent23 Elec Util Due 01 01 23 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Parker Hannifin C 3point5percent22 Due 09 15 22
Q1 2022 Filed on May 16, 2022
165,000
N/A
Oregon St 3point64percent26 Go Utx Due 08 01 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
125,000
N/A
Orange Cn Va Eco 2point85percent22 Leas Bldg Due 11 01 22 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
20,000
N/A
Omaha Ne Ppd Ele 5percent29 Called 100 Eff 02 01 2022
Q1 2022 Filed on May 16, 2022
100,000
N/A
Ogden City Utah Red 3percent25 Fran Tax Due 04 01 25 Oid Taxbl
Q1 2022 Filed on May 16, 2022
50,000
N/A
Oak Creek Wi 3percent27 Go Utx Due 10 01 27
Q1 2022 Filed on May 16, 2022
100,000
N/A
Novartis Capital CO 3percent25 Due 11 20 25
Q1 2022 Filed on May 16, 2022
25,000
N/A
Ny St Urb Dev Cor 3point2percent22 Spl Tax Due 03 15 22 Oid Xtro Taxbl
Q1 2022 Filed on May 16, 2022
300,000
N/A
Pepsico, In Cpoint 3point5percent25 Due 07 17 25
Q1 2022 Filed on May 16, 2022
85,000
N/A
Pitney Bowes In 4point625percent24 Due 03 15 24
Q1 2022 Filed on May 16, 2022
330,000
N/A
Pulaski Cn Va I 4point424percent26 Dev Auth Due 06 15 26 Taxbl
Q1 2022 Filed on May 16, 2022
205,000
N/A
Public Storage 2point37percent22 Due 09 15 22
Q1 2022 Filed on May 16, 2022
500,000
N/A
Prospect Capita 5point875percent23 Due 03 15 23
Q1 2022 Filed on May 16, 2022
250,000
N/A
Princeton Theol 4point005percent22 Due 07 01 22
Q1 2022 Filed on May 16, 2022
200,000
N/A
Prince Wlm CO V 3point629percent26 Fac Educ Due 10 01 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Precision Castpa 3point25percent25 Due 06 15 25
Q1 2022 Filed on May 16, 2022
50,000
N/A
Portsmouth Va 3point5percent26 Go Utx Due 07 15 26 Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Portland Or Urb 4point023percent23 Taxi Tax Due 06 15 23 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
110,000
N/A
Portland Or Urb 3point873percent22 Taxi Tax Due 06 15 22 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
150,000
N/A
Polk Cnty Ia 2point8percent26 Go Utx Due 06 01 26 Taxbl
Q1 2022 Filed on May 16, 2022
255,000
N/A
Ny St Env Fac 5percent24 Pool Auth Due 02 15 24
Q1 2022 Filed on May 16, 2022
100,000
N/A
Nyc Ny Tran Auth 3percent23 Comb Tax Due 08 01 23 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Nyc Ny Tran Auth 3point78percent26 Comb Tax Due 02 01 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Middlesex Cn Nj 4point25percent26 Golf Rec Due 06 01 26 Oid Xtro Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Microsoft Corp 3point3percent27 Due 02 06 27
Q1 2022 Filed on May 16, 2022
165,000
N/A
Microsoft Corp 3point625percent23 Due 12 15 23
Q1 2022 Filed on May 16, 2022
350,000
N/A
Miami Dade Cn F 2point604percent25 Air Tran Due 10 01 25 Taxbl
Q1 2022 Filed on May 16, 2022
90,000
N/A
Miami Dade Cn F 2point504percent24 Air Tran Due 10 01 24 Taxbl
Q1 2022 Filed on May 16, 2022
50,000
N/A
Met Gov Nash Da 4point053percent26 Syst Hlth Due 07 01 26 Taxbl
Q1 2022 Filed on May 16, 2022
50,000
N/A
Metlife, In Cpoint 3point6percent24 Due 04 10 24
Q1 2022 Filed on May 16, 2022
25,000
N/A
Metlife, In Cpoint 4point368percent23 Due 09 15 23
Q1 2022 Filed on May 16, 2022
100,000
N/A
Merck & C Opoint, Inc 2point75percent25 Due 02 10 25
Q1 2022 Filed on May 16, 2022
400,000
N/A
Merck & C Opoint, In Cpoint 2point8percent23 Due 05 18 23
Q1 2022 Filed on May 16, 2022
225,000
N/A
Molson Coors Beve 3point5percent22 Due 05 01 22
Q1 2022 Filed on May 16, 2022
60,000
N/A
Moody'S Corp 4point875percent24 Due 02 15 24
Q1 2022 Filed on May 16, 2022
110,000
N/A
Nyc Ny Tran Auth 4point1percent27 Comb Tax Due 11 01 27 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
250,000
N/A
Ntnl Rural Utilit 3point5percent27 Due 12 15 27
Q1 2022 Filed on May 16, 2022
100,000
N/A
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