Tru Independence LLC First Tr Exchange Trded Fd Vi Transaction History

Tru Independence LLC

$334 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 19, 2020	SELL	$11.12 - $18.47 $449,325 - $746,317	-40,407 Closed	0 $0
Q4 2019 May 19, 2020	BUY	$16.78 - $18.39 $678,029 - $743,084	40,407 New	40,407 $517,000

Others Institutions Holding FID

# of Institutions

57

Shares Held

3.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

715K
Shares

$12.1 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

582K
Shares

$9.85 Million
3.6% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.83 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.57 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

158K
Shares

$2.67 Million
0.71% of portfolio

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