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
Eaton Vance Glbl Macr Ab Solute Return I
Q1 2022 Filed on May 16, 2022
5
N/A
Honolulu Hawaii Cit 5percent31 Swr Util Due 07 01 31
Q1 2022 Filed on May 16, 2022
285,000
N/A
Maryland St 5percent36 Go Utx Due 03 01 36
Q1 2022 Filed on May 16, 2022
350,000
N/A
Dfa Investment Grade I
Q1 2022 Filed on May 16, 2022
12,536
N/A
American Century Equity Growth Inv
Q1 2022 Filed on May 16, 2022
209
N/A
William Blair Internatio Nal Growth I
Q1 2022 Filed on May 16, 2022
6,122
N/A
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
402,546
$85.12 - $113.16 $34.3M - $45.6M
Miami Dade Cn Fl 5percent30 Syst Hlth Due 06 01 30 Xtro
Q1 2022 Filed on May 16, 2022
300,000
N/A
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 16, 2022
340
$20.03 - $21.48 $6.81K - $7.3K
CARR
Carrier Global Corp

Industrials
Q1 2022 Filed on May 16, 2022
287
$42.91 - $53.82 $12.3K - $15.4K
CB
Chubb LTD

Financial Services
Q1 2022 Filed on May 16, 2022
17
$191.44 - $217.78 $3.25K - $3.7K
CDK
Cdk Global, Inc.

Technology
Q1 2022 Filed on May 16, 2022
13
$41.57 - $49.26 $540 - $640
Calvert Short Duration I Ncome I
Q1 2022 Filed on May 16, 2022
22,180
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
44
$72.2 - $85.22 $3.18K - $3.75K
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
30
$127.62 - $186.6 $3.83K - $5.6K
Calamos Market Neutral I Ncome I
Q1 2022 Filed on May 16, 2022
5,017
N/A
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 16, 2022
1,716
$31.42 - $36.91 $53.9K - $63.3K
Miami Dade Cn Fl CO 5percent32 Sch Cops Due 05 01 32 Xtro
Q1 2022 Filed on May 16, 2022
225,000
N/A
CTVA
Corteva, Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
43
$45.44 - $59.79 $1.95K - $2.57K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
43
$68.81 - $84.97 $2.96K - $3.65K
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2022 Filed on May 16, 2022
2,521
$24.68 - $27.82 $62.2K - $70.1K
EMR
Emerson Electric CO

Industrials
Q1 2022 Filed on May 16, 2022
40
$89.51 - $99.06 $3.58K - $3.96K
Hillsboro Cn Fl S B 5percent30 Sch Cops Due 07 01 30
Q1 2022 Filed on May 16, 2022
320,000
N/A
BHFAO
Brighthouse Financial, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
961
$25.32 - $27.47 $24.3K - $26.4K
INTC
Intel Corp

Technology
Q1 2022 Filed on May 16, 2022
2,775
$44.4 - $55.91 $123K - $155K
Artisan International Sm All Mid Instl
Q1 2022 Filed on May 16, 2022
5,261
N/A
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on May 16, 2022
59
$203.52 - $247.58 $12K - $14.6K
Jpmorgan International F Ocus I
Q1 2022 Filed on May 16, 2022
343
N/A
Janus Henderson Growth A Nd Income T
Q1 2022 Filed on May 16, 2022
165
N/A
Jpmorgan Hedged Equity I
Q1 2022 Filed on May 16, 2022
127,601
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
42
$19.54 - $28.33 $821 - $1.19K
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
89
$59.85 - $67.53 $5.33K - $6.01K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on May 16, 2022
41
$16.35 - $19.09 $670 - $783
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
8
$39.79 - $52.32 $318 - $419
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
69
$202.19 - $259.81 $14K - $17.9K
Columbia Strategic Incom E Inst
Q1 2022 Filed on May 16, 2022
0
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
200
$289.24 - $387.56 $57.8K - $77.5K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
22
$222.0 - $269.69 $4.88K - $5.93K
Medtronic PLC F
Q1 2022 Filed on May 16, 2022
51
N/A
Massmutual Mid Cap Growt H I
Q1 2022 Filed on May 16, 2022
2,133
N/A
Bexar Cnty Tx 5percent30 Go Ltx Due 06 15 30
Q1 2022 Filed on May 16, 2022
100,000
N/A
Bexar Cnty Tx Hd 5percent34 Db Utx Due 02 15 34
Q1 2022 Filed on May 16, 2022
250,000
N/A
Hawaii St 5percent29 Go Utx Due 05 01 29
Q1 2022 Filed on May 16, 2022
325,000
N/A
Bnp Paribas Sa 5percent 24 F Due 01 17 24
Q1 2022 Filed on May 16, 2022
30,000
N/A
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
129
$186.63 - $338.54 $24.1K - $43.7K
Gwinnett Cnty Ga Sd 4percent33 Go Utx Due 02 01 33
Q1 2022 Filed on May 16, 2022
325,000
N/A
Fidelity Contrafund
Q1 2022 Filed on May 16, 2022
3,501
N/A
Franklin Cnty Oh 5percent22 Go Ltx Due 06 01 22
Q1 2022 Filed on May 16, 2022
200,000
N/A
Federated Hermes Instl H Igh Yield Bd R6
Q1 2022 Filed on May 16, 2022
22,577
N/A
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