Tru Independence Asset Management 2, LLC Closed Holding Positions

Tru Independence Asset Management 2, LLC

  • $113 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Aug 02, 2022
4,808
$46.52 - $47.45 $224K - $228K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
2,079
$104.73 - $109.51 $218K - $228K
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Aug 02, 2022
4,612
$37.91 - $48.11 $175K - $222K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2022 Filed on Aug 02, 2022
17,250
$22.84 - $24.92 $394K - $430K
ELV
Elevance Health, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
3,454
$444.32 - $529.84 $1.53M - $1.83M
MAT
Mattel Inc

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
46,432
$21.46 - $26.97 $996K - $1.25M
Ishares Gold Tr
Q2 2022 Filed on Aug 02, 2022
61,232
N/A
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2022 Filed on Aug 02, 2022
1,642
$112.61 - $135.91 $185K - $223K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
2,409
$132.36 - $163.65 $319K - $394K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
8,598
$17.92 - $21.32 $154K - $183K
CVS
Cvs Health Corp

Healthcare
Q2 2022 Filed on Aug 02, 2022
12,594
$88.66 - $106.64 $1.12M - $1.34M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
Q2 2022 Filed on Aug 02, 2022
11,375
$19.34 - $30.54 $220K - $347K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2022 Filed on Aug 02, 2022
11,375
$49.84 - $51.62 $567K - $587K
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Aug 02, 2022
890
$315.97 - $423.43 $281K - $377K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2022 Filed on Aug 02, 2022
2,299
$91.41 - $91.49 $210K - $210K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
2,060
$30.3 - $108.64 $62.4K - $224K
SMB
Vaneck Short Muni ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
17,984
$16.77 - $17.11 $302K - $308K
SLV
I Shares Silver Trust

ETFs
Q2 2022 Filed on Aug 02, 2022
32,588
$18.64 - $23.87 $607K - $778K
VTV
Vanguard Value ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
110,681
$128.01 - $150.8 $14.2M - $16.7M
XYLD
Global X Fds S&P 500 Covered C

ETFs
Q2 2022 Filed on Aug 02, 2022
4,600
$42.23 - $49.77 $194K - $229K
DIV
Global X Superdividend Us ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
11,014
$18.56 - $21.67 $204K - $239K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q2 2022 Filed on Aug 02, 2022
103,072
$49.52 - $50.16 $5.1M - $5.17M
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2022 Filed on Aug 02, 2022
63,317
$24.71 - $28.93 $1.56M - $1.83M
RTX
Raytheon Technologies Corp

Industrials
Q2 2022 Filed on Aug 02, 2022
2,863
$88.88 - $104.97 $254K - $301K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q2 2022 Filed on Aug 02, 2022
4,084
$32.0 - $65.77 $131K - $269K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
28,988
$146.67 - $178.24 $4.25M - $5.17M
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 27, 2022
340
$331.01 - $597.37 $113K - $203K
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2022 Filed on Apr 27, 2022
792
$228.85 - $267.17 $181K - $212K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
11,721
$47.13 - $51.25 $552K - $601K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 27, 2022
29,803
$318.41 - $373.67 $9.49M - $11.1M
BME
Black Rock Health Sciences Trust

Financial Services
Q1 2022 Filed on Apr 27, 2022
26,955
$41.57 - $48.2 $1.12M - $1.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2022 Filed on Apr 27, 2022
3,771
$54.36 - $59.32 $205K - $224K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 27, 2022
9,592
$56.54 - $67.86 $542K - $651K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2022 Filed on Apr 27, 2022
95,293
$77.66 - $80.73 $7.4M - $7.69M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on Apr 27, 2022
4,599
$81.03 - $87.06 $373K - $400K
MBB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 27, 2022
3,897
$100.79 - $107.06 $393K - $417K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
718
$254.37 - $323.09 $183K - $232K
VB
Vanguard Small Cap ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
5,368
$198.73 - $227.97 $1.07M - $1.22M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
10,738
$12.0 - $14.81 $129K - $159K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
1,416
$120.56 - $161.25 $171K - $228K
HUBS
Hubspot Inc

Technology
Q1 2022 Filed on Apr 27, 2022
376
$385.67 - $607.59 $145K - $228K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 27, 2022
2,094
$140.96 - $181.02 $295K - $379K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 27, 2022
1,844
$99.96 - $115.1 $184K - $212K
J
Jacobs Engineering Group Inc

Industrials
Q1 2022 Filed on Apr 27, 2022
2,076
$117.51 - $142.55 $244K - $296K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
13,518
$219.86 - $253.39 $2.97M - $3.43M
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
3,671
$222.0 - $269.69 $815K - $990K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
4,695
$190.54 - $255.46 $895K - $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
1,085
$299.33 - $412.84 $325K - $448K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on Apr 27, 2022
856
$321.37 - $407.48 $275K - $349K
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