Tru Wealth Advisors, LLC Purchases and Sells in Q3 2024

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	141K + 24.03%	$106.11 - $113.72 $15M - $16.1M	729K $82.3M
LMT	16.3K + 63.07%	$460.3 - $584.56 $7.5M - $9.52M	42.1K $24.6M
VTI	8.08K + 1.53%	$255.18 - $283.2 $2.06M - $2.29M	536K $152M
JAAA	135K + 5.72%	$50.52 - $50.95 $6.82M - $6.87M	2.49M $127M
IBM	1.75K + 1.41%	$175.1 - $223.38 $306K - $390K	126K $27.8M
ABBV	2.17K + 1.41%	$163.84 - $199.33 $356K - $433K	156K $30.9M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCU	682K New	$16.19 - $17.05 $11M - $11.6M	682K $11.6M
FLRN	8.1K New	$30.55 - $30.85 $247K - $250K	8.1K $249K
ACM	2.15K New	$82.37 - $103.25 $177K - $222K	2.15K $221K
ADP	802 New	$233.44 - $279.45 $187K - $224K	802 $221K
ISRG	426 New	$416.14 - $494.01 $177K - $210K	426 $209K
FXD	3.27K New	$56.55 - $63.72 $185K - $208K	3.27K $206K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHEL	-5.67K - 1.33%	$65.65 - $73.28 $372K - $416K	421K $27.8M
CVX	-390 - 0.36%	$137.88 - $161.97 $53.8K - $63.2K	108K $15.8M
LLY	-220 - 0.66%	$772.14 - $960.02 $170K - $211K	32.9K $29.1M
IHI	-7.51K - 29.2%	$54.38 - $59.77 $408K - $449K	18.2K $1.08M
IEF	-2.54K - 49.24%	$92.67 - $99.14 $235K - $251K	2.61K $256K
XOM	-1.44K - 5.85%	$109.72 - $119.0 $158K - $171K	23.1K $2.71M

Activity Summary All Purchases 98 New Holdings 11 Increased Positions 87 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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