True Link Financial Advisors, LLC Portfolio Holdings
True Link Financial Advisors, LLC
- $1.18 Billion
- Q3 2024
True Link Financial Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $291M, Vanguard Bd Index Fd Inc Short with a value of $160M, Ishares Core S&P 500 ETF with a value of $159M, Ishares Core S&P Total U.S. St with a value of $115M, and Spdr Portfolio Intermediate Te with a value of $78M.
Examining the 13F form we can see an increase of $99.7M in the current position value, from $1.08B to 1.18B.
Below you can find more details about True Link Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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