True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.34 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IYF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
3,244
$67.96 - $84.37 $220K - $274K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
78,212
$17.23 - $19.08 $1.35M - $1.49M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Aug 04, 2022
12,716
$49.95 - $54.8 $635K - $697K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
5,325
$34.33 - $38.36 $183K - $204K
ZTS
Zoetis Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
1,159
$155.97 - $200.09 $181K - $232K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Aug 04, 2022
6,746
$47.65 - $62.2 $321K - $420K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Aug 04, 2022
1,356
$130.25 - $170.4 $177K - $231K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
1,070
$190.36 - $240.41 $204K - $257K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 04, 2022
4,763
$54.29 - $67.38 $259K - $321K
PSX
Phillips 66

Energy
Q1 2022 Filed on May 16, 2022
26
$75.34 - $93.2 $1.96K - $2.42K
Tpoint Rowe Price Growth Sto Ck I
Q1 2022 Filed on May 16, 2022
193
N/A
Tpoint Rowe Price New Horizo Ns
Q1 2022 Filed on May 16, 2022
97
N/A
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
200
$114.5 - $173.1 $22.9K - $34.6K
Putnam International Cap Ital Opp A
Q1 2022 Filed on May 16, 2022
2
N/A
Schwab Government Money Inv
Q1 2022 Filed on May 16, 2022
2,218,501
N/A
Pimco Long Term Credit B Ond Instl
Q1 2022 Filed on May 16, 2022
320
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 16, 2022
1,215
$34.86 - $39.14 $42.4K - $47.6K
First Eagle Global I
Q1 2022 Filed on May 16, 2022
1
N/A
Spdr S&P 500 ETF
Q1 2022 Filed on May 16, 2022
1,835
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on May 16, 2022
341
$49.15 - $56.85 $16.8K - $19.4K
RTX
Raytheon Technologies Corp

Industrials
Q1 2022 Filed on May 16, 2022
225
$86.97 - $102.73 $19.6K - $23.1K
American Beacon Internat Ional Eq R5
Q1 2022 Filed on May 16, 2022
7,637
N/A
Gateway N
Q1 2022 Filed on May 16, 2022
1,447
N/A
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
1,644
$13.37 - $15.77 $22K - $25.9K
Pimco Income Instl
Q1 2022 Filed on May 16, 2022
6,740
N/A
Invesco Qqq Trust
Q1 2022 Filed on May 16, 2022
368
N/A
MU
Micron Technology Inc

Technology
Q1 2022 Filed on May 16, 2022
1,275
$69.4 - $97.36 $88.5K - $124K
Blackrock Mid Cap Growth Equity Instl
Q1 2022 Filed on May 16, 2022
7,191
N/A
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
260
$72.32 - $91.66 $18.8K - $23.8K
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on May 16, 2022
1,163
$37.19 - $47.42 $43.3K - $55.1K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2022 Filed on May 16, 2022
1,514
$89.69 - $98.7 $136K - $149K
SJM
J M Smucker CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
650
$126.32 - $145.35 $82.1K - $94.5K
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on May 16, 2022
34
$80.11 - $90.62 $2.72K - $3.08K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
200
$442.4 - $625.77 $88.5K - $125K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
900
$88.21 - $110.95 $79.4K - $99.9K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
2,500
$30.1 - $36.02 $75.3K - $90.1K
Invesco Developing Marke Ts R6
Q1 2022 Filed on May 16, 2022
7,723
N/A
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 16, 2022
112
$71.98 - $86.95 $8.06K - $9.74K
AMAT
Applied Materials Inc

Technology
Q1 2022 Filed on May 16, 2022
600
$119.22 - $167.0 $71.5K - $100K
Metropolitan West Total Return Bd I
Q1 2022 Filed on May 16, 2022
25,399
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
399
$14.12 - $19.06 $5.63K - $7.6K
IVH
Delaware Ivy High Income Opportunities Fund

Financial Services
Q1 2022 Filed on May 16, 2022
2,040
$12.19 - $14.18 $24.9K - $28.9K
Jhancock Seaport Long Sh Ort I
Q1 2022 Filed on May 16, 2022
22,783
N/A
SO
Southern CO

Utilities
Q1 2022 Filed on May 16, 2022
47
$62.84 - $72.51 $2.95K - $3.41K
Vanguard Equity Income I Nv
Q1 2022 Filed on May 16, 2022
576
N/A
Vanguard Emerging Mkts S Tock Idx Adm
Q1 2022 Filed on May 16, 2022
32,940
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
167
$51.78 - $75.76 $8.65K - $12.7K
Vanguard 500 Index Admir Al
Q1 2022 Filed on May 16, 2022
115
N/A
Vanguard Interm Term Inv Estment Grde Adm
Q1 2022 Filed on May 16, 2022
2,283
N/A
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