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
Molson Coors Beve 3point5percent22 Due 05 01 22
Q1 2022 Filed on May 16, 2022
60,000
N/A
Middlesex Cn Nj 4point25percent26 Golf Rec Due 06 01 26 Oid Xtro Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Microsoft Corp 3point3percent27 Due 02 06 27
Q1 2022 Filed on May 16, 2022
165,000
N/A
Microsoft Corp 3point625percent23 Due 12 15 23
Q1 2022 Filed on May 16, 2022
350,000
N/A
First Trust Internet Index Cf ETF Iv
Q1 2022 Filed on May 16, 2022
78
N/A
Miami Dade Cn F 2point604percent25 Air Tran Due 10 01 25 Taxbl
Q1 2022 Filed on May 16, 2022
90,000
N/A
Miami Dade Cn F 2point504percent24 Air Tran Due 10 01 24 Taxbl
Q1 2022 Filed on May 16, 2022
50,000
N/A
Met Gov Nash Da 4point053percent26 Syst Hlth Due 07 01 26 Taxbl
Q1 2022 Filed on May 16, 2022
50,000
N/A
Maple Wi Sd 5percent25 Go Utx Due 04 01 25
Q1 2022 Filed on May 16, 2022
90,000
N/A
Orange Cn Va Eco 2point85percent22 Leas Bldg Due 11 01 22 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
20,000
N/A
Pepsico, In Cpoint 3point5percent25 Due 07 17 25
Q1 2022 Filed on May 16, 2022
85,000
N/A
Pitney Bowes In 4point625percent24 Due 03 15 24
Q1 2022 Filed on May 16, 2022
330,000
N/A
Portsmouth Va 3point5percent26 Go Utx Due 07 15 26 Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Prince Wlm CO V 3point629percent26 Fac Educ Due 10 01 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Polk Cnty Ia 2point8percent26 Go Utx Due 06 01 26 Taxbl
Q1 2022 Filed on May 16, 2022
255,000
N/A
Fidelity Capital & Incom E
Q1 2022 Filed on May 16, 2022
137
N/A
Fidelity Advisor Strateg Ic Income I
Q1 2022 Filed on May 16, 2022
94
N/A
Precision Castpa 3point25percent25 Due 06 15 25
Q1 2022 Filed on May 16, 2022
50,000
N/A
Precision Castpar 2point5percent23 Due 01 15 23
Q1 2022 Filed on May 16, 2022
50,000
N/A
Portland Or Urb 4point023percent23 Taxi Tax Due 06 15 23 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
110,000
N/A
Fidelity Conservative In Come Bond Instl
Q1 2022 Filed on May 16, 2022
1,664
N/A
Pend Etc Cn Wa 4point171percent23 Elec Util Due 01 01 23 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Portland Or Urb 3point873percent22 Taxi Tax Due 06 15 22 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
150,000
N/A
Fidelity Advisor High In Come I
Q1 2022 Filed on May 16, 2022
241
N/A
Pulaski Cn Va I 4point424percent26 Dev Auth Due 06 15 26 Taxbl
Q1 2022 Filed on May 16, 2022
205,000
N/A
Fidelity Real Estate Inc Ome
Q1 2022 Filed on May 16, 2022
122
N/A
Oregon St 3point64percent26 Go Utx Due 08 01 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
125,000
N/A
Prospect Capita 5point875percent23 Due 03 15 23
Q1 2022 Filed on May 16, 2022
250,000
N/A
Oh St Wtr Poll 4point042percent23 Pool Auth Due 12 01 23 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
25,000
N/A
Parker Hannifin C 3point5percent22 Due 09 15 22
Q1 2022 Filed on May 16, 2022
165,000
N/A
Omaha Ne Ppd Ele 5percent29 Called 100 Eff 02 01 2022
Q1 2022 Filed on May 16, 2022
100,000
N/A
Public Storage 2point37percent22 Due 09 15 22
Q1 2022 Filed on May 16, 2022
500,000
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
75
$106.07 - $116.97 $7.96K - $8.77K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
6
$543.48 - $670.97 $3.26K - $4.03K
SPG
Simon Property Group Inc

Real Estate
Q4 2021 Filed on Feb 01, 2022
17
$131.39 - $170.5 $2.23K - $2.9K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 01, 2022
133
$62.83 - $68.98 $8.36K - $9.17K
Public Service 2point375 Percent 23 Due 05 15 23
Q4 2021 Filed on Feb 01, 2022
25,000
N/A
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 01, 2022
138
$85.49 - $98.01 $11.8K - $13.5K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 01, 2022
17
$145.48 - $162.37 $2.47K - $2.76K
EQIX
Equinix Inc

Real Estate
Q4 2021 Filed on Feb 01, 2022
6
$750.01 - $847.3 $4.5K - $5.08K
Hydro Quebec 6 Percent 31 F Due 08 15 31
Q4 2021 Filed on Feb 01, 2022
25,000
N/A
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 01, 2022
64
$35.73 - $48.36 $2.29K - $3.1K
CTLP
Cantaloupe, Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
20
$7.26 - $12.75 $145 - $255
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Feb 01, 2022
10
$249.49 - $325.25 $2.49K - $3.25K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
30
$64.88 - $73.64 $1.95K - $2.21K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2021 Filed on Feb 01, 2022
421
$101.4 - $117.16 $42.7K - $49.3K
NFLX
Netflix Inc

Communication Services
Q4 2021 Filed on Feb 01, 2022
14
$586.73 - $691.69 $8.21K - $9.68K
IGM
Ishares Expanded Tech Sector E

ETFs
Q4 2021 Filed on Feb 01, 2022
32
$66.29 - $75.08 $2.12K - $2.4K
MCO
Moodys Corp

Financial Services
Q4 2021 Filed on Feb 01, 2022
8
$349.73 - $406.69 $2.8K - $3.25K
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