Tru Independence Asset Management 2, LLC Closed Holding Positions

Tru Independence Asset Management 2, LLC

  • $106 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
437
$79.06 - $90.99 $34.5K - $39.8K
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
IT
Gartner Inc

Technology
Q1 2021 Filed on May 19, 2021
30
$151.58 - $187.41 $4.55K - $5.62K
TWOU
2 U, Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
23,724
$34.21 - $55.55 $812K - $1.32M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q1 2021 Filed on May 19, 2021
1,191
$59.52 - $63.83 $70.9K - $76K
J P Morgan Exchange Traded F
Q1 2021 Filed on May 19, 2021
2,318
N/A
J P Morgan Exchange Traded F
Q1 2021 Filed on May 19, 2021
690
N/A
AVLR
Avalara, Inc.

Technology
Q1 2021 Filed on May 19, 2021
78
$123.33 - $179.78 $9.62K - $14K
Perspecta Inc
Q1 2021 Filed on May 19, 2021
45
N/A
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on May 19, 2021
2
$22.15 - $29.93 $44.3 - $59.9
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on May 19, 2021
100
$192.84 - $265.16 $19.3K - $26.5K
ZS
Zscaler, Inc.

Technology
Q1 2021 Filed on May 19, 2021
78
$165.75 - $226.48 $12.9K - $17.7K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2021 Filed on May 19, 2021
16
$40.55 - $41.58 $649 - $665
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
Q1 2021 Filed on May 19, 2021
400
$27.11 - $27.86 $10.8K - $11.1K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q1 2021 Filed on May 19, 2021
770
$26.68 - $28.24 $20.5K - $21.7K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q1 2021 Filed on May 19, 2021
793
$54.52 - $61.2 $43.2K - $48.5K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2021 Filed on May 19, 2021
2,325
$25.89 - $26.17 $60.2K - $60.8K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2021 Filed on May 19, 2021
33
$35.22 - $46.32 $1.16K - $1.53K
IR
Ingersoll Rand Inc.

Industrials
Q1 2021 Filed on May 19, 2021
44
$40.81 - $50.76 $1.8K - $2.23K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2021 Filed on May 19, 2021
25
$21.29 - $31.51 $532 - $788
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2021 Filed on May 19, 2021
472
$48.23 - $63.6 $22.8K - $30K
DOW
Dow Inc.

Basic Materials
Q1 2021 Filed on May 19, 2021
43
$51.9 - $66.01 $2.23K - $2.84K
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 19, 2021
333
$13.59 - $18.54 $4.53K - $6.17K
Bridgetown Holdings LTD
Q1 2021 Filed on May 19, 2021
1,250
N/A
Social Capital Hedosopha Hld
Q1 2021 Filed on May 19, 2021
750
N/A
PLTR
Palantir Technologies Inc.

Technology
Q1 2021 Filed on May 19, 2021
800
$21.73 - $39.0 $17.4K - $31.2K
QS
Quantum Scape Corp

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
1,400
$42.33 - $66.52 $59.3K - $93.1K
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on May 19, 2021
86
$131.48 - $172.13 $11.3K - $14.8K
Iac Interactivecorp New
Q1 2021 Filed on May 19, 2021
140
N/A
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on May 19, 2021
910
$62.24 - $69.91 $56.6K - $63.6K
CARR
Carrier Global Corp

Industrials
Q1 2021 Filed on May 19, 2021
1,840
$35.52 - $42.36 $65.4K - $77.9K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
10
$101.35 - $167.42 $1.01K - $1.67K
SDC
Smile Direct Club, Inc.

Healthcare
Q1 2021 Filed on May 19, 2021
1,000
$10.06 - $14.99 $10.1K - $15K
FVRR
Fiverr International Ltd.

Communication Services
Q1 2021 Filed on May 19, 2021
400
$192.77 - $323.1 $77.1K - $129K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on May 19, 2021
8
$38.35 - $47.91 $307 - $383
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
5
$36.12 - $53.5 $181 - $268
UBER
Uber Technologies, Inc

Technology
Q1 2021 Filed on May 19, 2021
100
$48.11 - $63.18 $4.81K - $6.32K
ALC
Alcon Inc

Healthcare
Q1 2021 Filed on May 19, 2021
266
$65.32 - $76.01 $17.4K - $20.2K
SNAP
Snap Inc

Communication Services
Q1 2021 Filed on May 19, 2021
1,200
$48.95 - $70.45 $58.7K - $84.5K
SBAC
Sba Communications Corp

Real Estate
Q1 2021 Filed on May 19, 2021
16
$235.92 - $282.57 $3.77K - $4.52K
SHYD
Vaneck Short High Yield Muni E

ETFs
Q1 2021 Filed on May 19, 2021
2,388
$24.75 - $25.34 $59.1K - $60.5K
IGHG
Proshares Investment Grade Int

ETFs
Q1 2021 Filed on May 19, 2021
22
$75.1 - $77.09 $1.65K - $1.7K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2021 Filed on May 19, 2021
61
$100.32 - $112.48 $6.12K - $6.86K
KODK
Eastman Kodak CO

Industrials
Q1 2021 Filed on May 19, 2021
41
$7.6 - $12.08 $312 - $495
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 19, 2021
952
$241.17 - $318.09 $230K - $303K
Empire St Rlty Op L P
Q1 2021 Filed on May 19, 2021
1,000
N/A
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on May 19, 2021
1,063
$283.69 - $443.29 $302K - $471K
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