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
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2021 Filed on May 19, 2021
24
$95.27 - $111.97 $2.29K - $2.69K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2021 Filed on May 19, 2021
540
$68.94 - $76.22 $37.2K - $41.2K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2021 Filed on May 19, 2021
422
N/A
SCHW
Schwab Charles Corp

Financial Services
Q1 2021 Filed on May 19, 2021
167
$51.54 - $67.65 $8.61K - $11.3K
DE
Deere & CO

Industrials
Q1 2021 Filed on May 19, 2021
300
$267.64 - $380.41 $80.3K - $114K
BAC
Bank Of America Corp

Financial Services
Q1 2021 Filed on May 19, 2021
1,200
$29.65 - $38.99 $35.6K - $46.8K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
554
$96.81 - $111.34 $53.6K - $61.7K
AFL
Aflac Inc

Financial Services
Q1 2021 Filed on May 19, 2021
98
$43.19 - $52.14 $4.23K - $5.11K
XRX
Xerox Holdings Corp

Technology
Q1 2021 Filed on May 19, 2021
25
$20.75 - $26.91 $519 - $673
SYK
Stryker Corp

Healthcare
Q1 2021 Filed on May 19, 2021
9
$221.01 - $248.82 $1.99K - $2.24K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
34
$153.77 - $191.61 $5.23K - $6.51K
MSI
Motorola Solutions, Inc.

Technology
Q1 2021 Filed on May 19, 2021
5
$166.61 - $189.6 $833 - $948
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2021 Filed on May 19, 2021
2,300
$16.93 - $19.44 $38.9K - $44.7K
UPS
United Parcel Service Inc

Industrials
Q1 2021 Filed on May 19, 2021
478
$155.0 - $169.99 $74.1K - $81.3K
TFC
Truist Financial Corp

Financial Services
Q1 2021 Filed on May 19, 2021
816
$47.18 - $60.17 $38.5K - $49.1K
CSCO
Cisco Systems, Inc.

Technology
Q1 2021 Filed on May 19, 2021
1,126
$43.96 - $52.57 $49.5K - $59.2K
IBM
International Business Machines Corp

Technology
Q1 2021 Filed on May 19, 2021
567
$113.37 - $130.38 $64.3K - $73.9K
KO
Coca Cola CO

Consumer Defensive
Q1 2021 Filed on May 19, 2021
2,415
$48.15 - $53.85 $116K - $130K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2021 Filed on May 19, 2021
31
$257.29 - $307.53 $7.98K - $9.53K
CRS
Carpenter Technology Corp

Industrials
Q1 2021 Filed on May 19, 2021
1,719
$28.09 - $47.54 $48.3K - $81.7K
RSG
Republic Services, Inc.

Industrials
Q1 2021 Filed on May 19, 2021
623
$88.96 - $101.29 $55.4K - $63.1K
TREX
Trex CO Inc

Industrials
Q1 2021 Filed on May 19, 2021
94
$82.34 - $106.28 $7.74K - $9.99K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q1 2021 Filed on May 19, 2021
1,692
$21.08 - $24.21 $35.7K - $41K
Seagate Technology PLC
Q1 2021 Filed on May 19, 2021
700
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2021 Filed on May 19, 2021
5,326
$17.03 - $18.26 $90.7K - $97.3K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2021 Filed on May 19, 2021
2,400
$40.34 - $46.52 $96.8K - $112K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2021 Filed on May 19, 2021
1,000
$10.93 - $11.76 $10.9K - $11.8K
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 19, 2021
100
$203.97 - $339.91 $20.4K - $34K
EGHT
8 X8 Inc

Technology
Q1 2021 Filed on May 19, 2021
900
$30.99 - $38.13 $27.9K - $34.3K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q1 2021 Filed on May 19, 2021
285
$16.5 - $18.49 $4.7K - $5.27K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q1 2021 Filed on May 19, 2021
1,231
$23.01 - $26.44 $28.3K - $32.5K
MCHP
Microchip Technology Inc

Technology
Q1 2021 Filed on May 19, 2021
448
$66.52 - $81.53 $29.8K - $36.5K
Marvell Technology Group LTD
Q1 2021 Filed on May 19, 2021
530
N/A
RIO
Rio Tinto PLC

Basic Materials
Q1 2021 Filed on May 19, 2021
156
$74.3 - $91.71 $11.6K - $14.3K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
14
$128.93 - $147.23 $1.81K - $2.06K
TD
Toronto Dominion Bank

Financial Services
Q1 2021 Filed on May 19, 2021
122
$56.26 - $66.31 $6.86K - $8.09K
SEE
Sealed Air Corp

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
125
$41.9 - $47.36 $5.24K - $5.92K
NGG
National Grid PLC

Utilities
Q1 2021 Filed on May 19, 2021
193
$55.89 - $60.82 $10.8K - $11.7K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 19, 2021
167
$34.98 - $42.83 $5.84K - $7.15K
RDS-A
Shell PLC

Energy
Q1 2021 Filed on May 19, 2021
250
$34.63 - $43.02 $8.66K - $10.8K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2021 Filed on May 19, 2021
190
$109.35 - $117.86 $20.8K - $22.4K
Royal Dutch Shell PLC
Q1 2021 Filed on May 19, 2021
9
N/A
VPU
Vanguard Utilities ETF

ETFs
Q1 2021 Filed on May 19, 2021
93
$128.27 - $140.64 $11.9K - $13.1K
RY
Royal Bank Of Canada

Financial Services
Q1 2021 Filed on May 19, 2021
88
$80.87 - $93.73 $7.12K - $8.25K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2021 Filed on May 19, 2021
500
$14.62 - $17.5 $7.31K - $8.75K
ZBRA
Zebra Technologies Corp

Technology
Q1 2021 Filed on May 19, 2021
31
$378.13 - $512.69 $11.7K - $15.9K
MPWR
Monolithic Power Systems Inc

Technology
Q1 2021 Filed on May 19, 2021
18
$302.05 - $403.18 $5.44K - $7.26K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on May 19, 2021
125
$129.36 - $173.99 $16.2K - $21.7K
VIS
Vanguard Industrial ETF

ETFs
Q1 2021 Filed on May 19, 2021
110
$164.98 - $189.86 $18.1K - $20.9K
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