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
Neuberger Berman Long Sh Ort Instl
Q1 2022 Filed on May 16, 2022
20,614
N/A
Mfs Mid Cap Value R6
Q1 2022 Filed on May 16, 2022
11,694
N/A
Loomis Sayles Growth Y
Q1 2022 Filed on May 16, 2022
36,811
N/A
Brandywineglobal Global Unconst Bond I
Q1 2022 Filed on May 16, 2022
13,804
N/A
Harding Loevner Internat Ional Eq Instl
Q1 2022 Filed on May 16, 2022
13,754
N/A
Hartford Schroders Emerg Ing Mkts Eq F
Q1 2022 Filed on May 16, 2022
17,393
N/A
Allspring Special Small Cap Value Inst
Q1 2022 Filed on May 16, 2022
11,050
N/A
Diamond Hill Large Cap I
Q1 2022 Filed on May 16, 2022
27,059
N/A
HP
Helmerich & Payne, Inc.

Energy
Q1 2022 Filed on May 16, 2022
100
$25.31 - $44.26 $2.53K - $4.43K
Legend Oil And Gas LTD
Q1 2022 Filed on May 16, 2022
200
N/A
Invesco S&P Midcap Low Volatility ETF
Q1 2022 Filed on May 16, 2022
21,418
N/A
Vanguard Short Term Fede Ral Adm
Q1 2022 Filed on May 16, 2022
204,473
N/A
Vanguard Small Cap Growt H Index I
Q1 2022 Filed on May 16, 2022
848
N/A
Vanguard Small Cap Value Index I
Q1 2022 Filed on May 16, 2022
1,513
N/A
Vanguard Small Cap Index Adm
Q1 2022 Filed on May 16, 2022
1,376
N/A
Vanguard Total Intl Bd I Dx Admiral
Q1 2022 Filed on May 16, 2022
11,831
N/A
Vanguard Value Index Adm
Q1 2022 Filed on May 16, 2022
3,336
N/A
Vanguard Wellington Inv
Q1 2022 Filed on May 16, 2022
764
N/A
Vanguard International G Rowth Adm
Q1 2022 Filed on May 16, 2022
793
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 16, 2022
27
$88.34 - $100.29 $2.39K - $2.71K
WM
Waste Management Inc

Industrials
Q1 2022 Filed on May 16, 2022
735
$140.6 - $164.3 $103K - $121K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
834
$133.53 - $149.87 $111K - $125K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 16, 2022
1,574
$79.77 - $90.53 $126K - $142K
Pt Indosat Tbk Ordf
Q1 2022 Filed on May 16, 2022
5,000
N/A
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on May 16, 2022
1,000
$35.66 - $41.42 $35.7K - $41.4K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on May 16, 2022
1,225
N/A
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 16, 2022
1,185
$95.6 - $107.05 $113K - $127K
Conestoga Small Cap Inst Itutional
Q1 2022 Filed on May 16, 2022
6,304
N/A
Us Treasur Nt 2point25percent11 27 Ust Note Due 11 15 27
Q1 2022 Filed on May 16, 2022
5,000
N/A
Us Treasur Nt 1point5percent10 24 Ust Note Due 10 31 24
Q1 2022 Filed on May 16, 2022
30,000
N/A
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on May 16, 2022
51
$194.83 - $232.11 $9.94K - $11.8K
Schwab Value Advantage M Oney Ultra
Q1 2022 Filed on May 16, 2022
1,028,329
N/A
Schwab Us Aggregate Bond Index
Q1 2022 Filed on May 16, 2022
1,503
N/A
Schwab International Ind Ex
Q1 2022 Filed on May 16, 2022
55
N/A
Schwab Total Stock Marke T Index
Q1 2022 Filed on May 16, 2022
41
N/A
Us Interntnl Dev 1point32percent35 Due 03 15 35
Q1 2022 Filed on May 16, 2022
40,000
N/A
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
14,956
$191.25 - $221.63 $2.86M - $3.31M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2022 Filed on May 16, 2022
1
$87.31 - $99.58 $87.3 - $99.6
TXN
Texas Instruments Inc

Technology
Q1 2022 Filed on May 16, 2022
52
$162.47 - $191.01 $8.45K - $9.93K
American Funds Washingto N Mutual F2
Q1 2022 Filed on May 16, 2022
207
N/A
Tango Fin Lt Dpoint 0point4139percent44 Abs Stud Due 01 25 44 Factor 0point351017228603
Q1 2022 Filed on May 16, 2022
50,000
N/A
Tango Fin Lt Dpoint 0point3039percent40 Abs Stud Due 07 25 40 Factor 0point374272587341
Q1 2022 Filed on May 16, 2022
55,000
N/A
Structured Ass 2point3809percent34 Abs Spcl Due 10 25 34 Factor 0point025180716534
Q1 2022 Filed on May 16, 2022
400,000
N/A
American Funds Europacif Ic Growth F2
Q1 2022 Filed on May 16, 2022
71
N/A
Gmac Mortgage, Ll 5point5percent33 Abs Spcl Due 10 25 33 Factor 0point043988127848
Q1 2022 Filed on May 16, 2022
330,000
N/A
Baron Small Cap Instl
Q1 2022 Filed on May 16, 2022
94
N/A
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2022 Filed on May 16, 2022
22
N/A
Us Treasur Nt 0point5percent02 26 Ust Note Due 02 28 26
Q1 2022 Filed on May 16, 2022
133,000
N/A
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
9
$177.34 - $221.73 $1.6K - $2K
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