Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 29, 2021

SELL
N/A
-19,377 Closed
0 $0
Q2 2021

Jul 29, 2021

SELL
N/A
-218 Reduced 1.11%
19,377 $261,000
Q1 2021

May 10, 2021

SELL
N/A
-2,655 Reduced 11.93%
19,595 $257,000
Q4 2020

Jan 26, 2021

BUY
N/A
22,250 New
22,250 $240,000
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.