Tru Independence Asset Management 2, LLC Closed Holding Positions

Tru Independence Asset Management 2, LLC

  • $116 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2021 Filed on Jul 21, 2021
1,877
$251.87 - $278.14 $473K - $522K
WDAY
Workday, Inc.

Technology
Q2 2021 Filed on Jul 21, 2021
2,806
$221.24 - $265.93 $621K - $746K
INSM
Insmed Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
18,811
$24.17 - $36.01 $455K - $677K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2021 Filed on Jul 21, 2021
5,508
$166.65 - $179.87 $918K - $991K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
6,403
$260.67 - $292.07 $1.67M - $1.87M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
Q2 2021 Filed on Jul 21, 2021
8,730
$56.58 - $65.67 $494K - $573K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
3,146
$126.66 - $141.48 $398K - $445K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 21, 2021
3,924
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2021 Filed on May 19, 2021
750
$53.06 - $56.29 $39.8K - $42.2K
HYG
Ishares Tr

ETFs
Q1 2021 Filed on May 19, 2021
142
$85.73 - $87.78 $12.2K - $12.5K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2021 Filed on May 19, 2021
535
$37.82 - $50.99 $20.2K - $27.3K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2021 Filed on May 19, 2021
1,040
$70.61 - $76.36 $73.4K - $79.4K
DVYE
Ishares Emerging Markets Divid

ETFs
Q1 2021 Filed on May 19, 2021
941
$36.57 - $40.29 $34.4K - $37.9K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2021 Filed on May 19, 2021
2,283
$37.15 - $38.46 $84.8K - $87.8K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2021 Filed on May 19, 2021
3,555
$51.27 - $51.41 $182K - $183K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2021 Filed on May 19, 2021
33
$25.91 - $26.47 $855 - $874
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2021 Filed on May 19, 2021
2,805
$22.11 - $22.46 $62K - $63K
FVRR
Fiverr International Ltd.

Communication Services
Q1 2021 Filed on May 19, 2021
400
$192.77 - $323.1 $77.1K - $129K
PSX
Phillips 66

Energy
Q1 2021 Filed on May 19, 2021
937
$67.38 - $88.66 $63.1K - $83.1K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2021 Filed on May 19, 2021
572
$26.31 - $32.55 $15K - $18.6K
IT
Gartner Inc

Technology
Q1 2021 Filed on May 19, 2021
30
$151.58 - $187.41 $4.55K - $5.62K
Zynga Inc
Q1 2021 Filed on May 19, 2021
850
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
74
$127.96 - $156.99 $9.47K - $11.6K
XYL
Xylem Inc.

Industrials
Q1 2021 Filed on May 19, 2021
186
$95.12 - $108.48 $17.7K - $20.2K
ZG
Zillow Group, Inc.

Communication Services
Q1 2021 Filed on May 19, 2021
300
$122.88 - $203.79 $36.9K - $61.1K
MPC
Marathon Petroleum Corp

Energy
Q1 2021 Filed on May 19, 2021
19
$40.75 - $58.18 $774 - $1.11K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2021 Filed on May 19, 2021
275
$53.92 - $58.74 $14.8K - $16.2K
MCHI
Ishares Msci China ETF

ETFs
Q1 2021 Filed on May 19, 2021
555
$79.33 - $97.19 $44K - $53.9K
GLV
Clough Global Dividend & Income Fund

Financial Services
Q1 2021 Filed on May 19, 2021
854
$10.47 - $11.68 $8.94K - $9.97K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2021 Filed on May 19, 2021
744
$31.84 - $33.73 $23.7K - $25.1K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2021 Filed on May 19, 2021
1,220
$14.51 - $15.16 $17.7K - $18.5K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
285
$30.52 - $35.49 $8.7K - $10.1K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2021 Filed on May 19, 2021
524
$81.26 - $92.2 $42.6K - $48.3K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
108
$285.14 - $367.29 $30.8K - $39.7K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
437
$79.06 - $90.99 $34.5K - $39.8K
EMB
Ishares Tr

ETFs
Q1 2021 Filed on May 19, 2021
212
$106.72 - $115.35 $22.6K - $24.5K
MGV
Vanguard Mega Cap Value

ETFs
Q1 2021 Filed on May 19, 2021
817
$85.78 - $95.86 $70.1K - $78.3K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2021 Filed on May 19, 2021
208
$195.08 - $215.19 $40.6K - $44.8K
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on May 19, 2021
27
$393.34 - $453.19 $10.6K - $12.2K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
Q1 2021 Filed on May 19, 2021
773
$25.54 - $26.48 $19.7K - $20.5K
PRIM
Primoris Services Corp

Industrials
Q1 2021 Filed on May 19, 2021
150
$27.65 - $41.12 $4.15K - $6.17K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
300
$39.54 - $51.11 $11.9K - $15.3K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2021 Filed on May 19, 2021
753
$58.71 - $65.66 $44.2K - $49.4K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2021 Filed on May 19, 2021
1,159
$42.16 - $44.09 $48.9K - $51.1K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2021 Filed on May 19, 2021
300
$40.61 - $44.6 $12.2K - $13.4K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2021 Filed on May 19, 2021
579
$92.62 - $97.02 $53.6K - $56.2K
EVX
Vaneck ETF Tr Environmental Se

ETFs
Q1 2021 Filed on May 19, 2021
186
$118.76 - $134.15 $22.1K - $25K
TWLO
Twilio Inc

Communication Services
Q1 2021 Filed on May 19, 2021
1,710
$315.08 - $443.49 $539K - $758K
MLN
Vaneck Long Muni ETF

ETFs
Q1 2021 Filed on May 19, 2021
1,156
$21.17 - $22.01 $24.5K - $25.4K
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