True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.19 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
11
$347.28 - $421.83 $3.82K - $4.64K
Dunham Real Estate Stock N
Q4 2021 Filed on Feb 01, 2022
17
N/A
IGM
Ishares Expanded Tech Sector E

ETFs
Q4 2021 Filed on Feb 01, 2022
32
$66.29 - $75.08 $2.12K - $2.4K
Federated Hermes Mdt Mid Cap Growth Is
Q4 2021 Filed on Feb 01, 2022
463
N/A
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 01, 2022
133
$62.83 - $68.98 $8.36K - $9.17K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
30
$64.88 - $73.64 $1.95K - $2.21K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2021 Filed on Feb 01, 2022
267
$59.32 - $60.73 $15.8K - $16.2K
Macy'S, In Cpoint 3point875 Percent 22 Called @100 Eff 10 15 2021
Q4 2021 Filed on Feb 01, 2022
100,000
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
Dodge Cox Income
Q4 2021 Filed on Feb 01, 2022
4,851
N/A
Nextera Energy 3point625 Percent 23 Due 06 15 23
Q4 2021 Filed on Feb 01, 2022
50,000
N/A
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Feb 01, 2022
10
$249.49 - $325.25 $2.49K - $3.25K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
53
$43.72 - $52.25 $2.32K - $2.77K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 01, 2022
32
$62.44 - $68.95 $2K - $2.21K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
26
$47.2 - $61.06 $1.23K - $1.59K
Akron Oh Ctfs Pa 3point75 Percent 21 Fac Cops Due 12 01 21 Oid Taxbl
Q4 2021 Filed on Feb 01, 2022
145,000
N/A
Citigroup Inc
Q4 2021 Filed on Feb 01, 2022
30
N/A
Franklin Growth Adv
Q4 2021 Filed on Feb 01, 2022
78
N/A
Pccw Limited Ordf
Q4 2021 Filed on Feb 01, 2022
200
N/A
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 01, 2022
64
$35.73 - $48.36 $2.29K - $3.1K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Feb 01, 2022
16
$106.72 - $126.76 $1.71K - $2.03K
Amgen In Cpoint 3point625 Percent 22 Due 05 15 22
Q4 2021 Filed on Feb 01, 2022
137,000
N/A
MCO
Moodys Corp

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

Communication Services
Q4 2021 Filed on Feb 01, 2022
14
$586.73 - $691.69 $8.21K - $9.68K
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Feb 01, 2022
123
$87.21 - $103.65 $10.7K - $12.7K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 01, 2022
300
$5.28 - $5.93 $1.58K - $1.78K
PCAR
Paccar Inc

Industrials
Q4 2021 Filed on Feb 01, 2022
25
$78.77 - $91.66 $1.97K - $2.29K
Epr Properties 5point25 Percent 23 Due 07 15 23
Q4 2021 Filed on Feb 01, 2022
100,000
N/A
Jefferies Group 5point125 Percent 23 Due 01 20 23
Q4 2021 Filed on Feb 01, 2022
250,000
N/A
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
Dunham Monthly Distribut Ion N
Q4 2021 Filed on Feb 01, 2022
83
N/A
Primerica, In Cpoint 4point75 Percent 22 Due 07 15 22
Q4 2021 Filed on Feb 01, 2022
200,000
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
75
$106.07 - $116.97 $7.96K - $8.77K
Invesco Bulletshares 2021 Corporate Bond ETF
Q4 2021 Filed on Feb 01, 2022
47,187
N/A
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
11
$223.92 - $287.77 $2.46K - $3.17K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Feb 01, 2022
12
$167.8 - $188.86 $2.01K - $2.27K
Amern Ammunition Inc Xxx Bankrupt Eff 02 07 14
Q4 2021 Filed on Feb 01, 2022
50
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
3
$2067.01 - $2648.2 $6.2K - $7.94K
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Feb 01, 2022
68
$188.94 - $214.25 $12.8K - $14.6K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2021 Filed on Feb 01, 2022
699
$71.13 - $76.45 $49.7K - $53.4K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 01, 2022
15
$81.2 - $102.5 $1.22K - $1.54K
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
Public Service 2point375 Percent 23 Due 05 15 23
Q4 2021 Filed on Feb 01, 2022
25,000
N/A
Hydro Quebec 6 Percent 31 F Due 08 15 31
Q4 2021 Filed on Feb 01, 2022
25,000
N/A
CSGP
Costar Group, Inc.

Real Estate
Q4 2021 Filed on Feb 01, 2022
20
$75.23 - $99.74 $1.5K - $1.99K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Feb 01, 2022
54
$52.85 - $60.09 $2.85K - $3.24K
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
23
$87.48 - $96.88 $2.01K - $2.23K
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