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
Cree Inc
Q1 2021 Filed on May 19, 2021
84
N/A
ACN
Accenture PLC

Technology
Q1 2021 Filed on May 19, 2021
15
$241.92 - $280.77 $3.63K - $4.21K
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on May 19, 2021
402
$198.66 - $241.83 $79.9K - $97.2K
ALL
Allstate Corp

Financial Services
Q1 2021 Filed on May 19, 2021
400
$103.21 - $117.27 $41.3K - $46.9K
AWK
American Water Works Company, Inc.

Utilities
Q1 2021 Filed on May 19, 2021
434
$132.13 - $165.01 $57.3K - $71.6K
BB
Blackberry LTD

Technology
Q1 2021 Filed on May 19, 2021
220
$6.58 - $25.1 $1.45K - $5.52K
CAT
Caterpillar Inc

Industrials
Q1 2021 Filed on May 19, 2021
225
$180.63 - $233.63 $40.6K - $52.6K
KMI
Kinder Morgan, Inc.

Energy
Q1 2021 Filed on May 19, 2021
984
$13.56 - $16.8 $13.3K - $16.5K
PPL
Ppl Corp

Utilities
Q1 2021 Filed on May 19, 2021
1,981
$26.19 - $29.69 $51.9K - $58.8K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
186
$11.22 - $20.76 $2.09K - $3.86K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 19, 2021
20
$127.21 - $148.97 $2.54K - $2.98K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2021 Filed on May 19, 2021
539
$125.7 - $142.8 $67.8K - $77K
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 19, 2021
115
$27.96 - $32.55 $3.22K - $3.74K
COP
Conocophillips

Energy
Q1 2021 Filed on May 19, 2021
1,083
$39.57 - $59.83 $42.9K - $64.8K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on May 19, 2021
33
$146.77 - $175.03 $4.84K - $5.78K
INTU
Intuit Inc

Technology
Q1 2021 Filed on May 19, 2021
77
$361.0 - $422.26 $27.8K - $32.5K
Maxim Integrated Prods Inc
Q1 2021 Filed on May 19, 2021
35
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2021 Filed on May 19, 2021
11
$191.87 - $208.85 $2.11K - $2.3K
WM
Waste Management Inc

Industrials
Q1 2021 Filed on May 19, 2021
721
$109.92 - $130.34 $79.3K - $94K
TXT
Textron Inc

Industrials
Q1 2021 Filed on May 19, 2021
2,936
$45.26 - $56.08 $133K - $165K
OI
O I Glass, Inc.

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
275
$11.48 - $14.85 $3.16K - $4.08K
DUK
Duke Energy Corp

Utilities
Q1 2021 Filed on May 19, 2021
759
$85.59 - $97.58 $65K - $74.1K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on May 19, 2021
6
$145.1 - $175.05 $871 - $1.05K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on May 19, 2021
2
$72.06 - $83.7 $144 - $167
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2021 Filed on May 19, 2021
360
$299.81 - $331.66 $108K - $119K
LSI
Life Storage, Inc.

Real Estate
Q1 2021 Filed on May 19, 2021
80
$76.43 - $88.71 $6.11K - $7.1K
AMGN
Amgen Inc

Healthcare
Q1 2021 Filed on May 19, 2021
256
$221.91 - $258.6 $56.8K - $66.2K
ABT
Abbott Laboratories

Healthcare
Q1 2021 Filed on May 19, 2021
585
$108.84 - $128.23 $63.7K - $75K
AMD
Advanced Micro Devices Inc

Technology
Q1 2021 Filed on May 19, 2021
163
$73.96 - $97.25 $12.1K - $15.9K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
61
$32.91 - $38.69 $2.01K - $2.36K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
600
$40.76 - $52.5 $24.5K - $31.5K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on May 19, 2021
2,036
$34.27 - $40.01 $69.8K - $81.5K
INTC
Intel Corp

Technology
Q1 2021 Filed on May 19, 2021
2,086
$49.67 - $65.78 $104K - $137K
KEY
Keycorp

Financial Services
Q1 2021 Filed on May 19, 2021
885
$16.29 - $21.54 $14.4K - $19.1K
OKE
Oneok Inc

Energy
Q1 2021 Filed on May 19, 2021
520
$37.5 - $51.6 $19.5K - $26.8K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on May 19, 2021
989
$59.34 - $66.74 $58.7K - $66K
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2021 Filed on May 19, 2021
886
$72.46 - $79.63 $64.2K - $70.6K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2021 Filed on May 19, 2021
400
$84.81 - $105.35 $33.9K - $42.1K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2021 Filed on May 19, 2021
800
$71.22 - $80.18 $57K - $64.1K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2021 Filed on May 19, 2021
20
$80.37 - $107.94 $1.61K - $2.16K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2021 Filed on May 19, 2021
12
$113.22 - $134.41 $1.36K - $1.61K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2021 Filed on May 19, 2021
37
$125.98 - $142.4 $4.66K - $5.27K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2021 Filed on May 19, 2021
72
$61.43 - $67.25 $4.42K - $4.84K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2021 Filed on May 19, 2021
23
$193.5 - $234.42 $4.45K - $5.39K
XLU
Utilities Sector Spdr

ETFs
Q1 2021 Filed on May 19, 2021
100
$58.36 - $64.15 $5.84K - $6.42K
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on May 19, 2021
23
$219.85 - $253.01 $5.06K - $5.82K
STM
St Microelectronics N.V.

Technology
Q1 2021 Filed on May 19, 2021
700
$33.3 - $42.79 $23.3K - $30K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on May 19, 2021
121
$27.53 - $31.21 $3.33K - $3.78K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2021 Filed on May 19, 2021
30
$96.94 - $112.05 $2.91K - $3.36K
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