True Private Wealth Advisors Sells in Q3 2024

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-37
- 0.79%
$43.99 - $46.63 $1.63K - $1.73K
4.67K $217K
JPM
Jpmorgan Chase & CO

Financial Services
-1.16K
- 3.89%
$194.9 - $224.8 $226K - $260K
28.6K $6.03M
EMB
Ishares Tr

ETFs
-66
- 2.08%
$87.75 - $93.74 $5.79K - $6.19K
3.11K $291K
NFLX
Netflix Inc

Communication Services
-11
- 1.34%
$598.55 - $722.26 $6.58K - $7.94K
812 $575K
IFRA
Ishares Tr

ETFs
-76
- 1.47%
$41.55 - $46.97 $3.16K - $3.57K
5.11K $240K
MS
Morgan Stanley

Financial Services
-329
- 3.83%
$92.07 - $106.96 $30.3K - $35.2K
8.27K $861K
NKE
Nike, Inc.

Consumer Cyclical
-1.7K
- 11.86%
$71.09 - $89.44 $121K - $152K
12.7K $1.12M
ABT
Abbott Laboratories

Healthcare
-74
- 1.62%
$100.07 - $118.13 $7.41K - $8.74K
4.49K $511K
IRM
Iron Mountain Inc

Real Estate
-677
- 16.08%
$89.69 - $119.32 $60.7K - $80.8K
3.53K $419K
AON
Aon PLC

Financial Services
-14
- 1.57%
$293.16 - $351.06 $4.1K - $4.91K
878 $303K
MET
Metlife Inc

Financial Services
-35
- 0.83%
$67.96 - $82.48 $2.38K - $2.89K
4.16K $343K
IYR
Ishares Tr

ETFs
-6
- 0.17%
$86.93 - $103.61 $522 - $622
3.6K $366K
NWN
Northwest Natural Holding CO

Utilities
-1
- 0.01%
$35.25 - $40.82 $35.3 - $40.8
13.2K $538K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-243
- 1.9%
$162.64 - $179.3 $39.5K - $43.6K
12.5K $2.25M
COLB
Columbia Banking System, Inc.

Financial Services
-800
- 5.55%
$19.13 - $26.99 $15.3K - $21.6K
13.6K $356K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-698
- 1.67%
$44.24 - $49.47 $30.9K - $34.5K
41K $2.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-167
- 2.98%
$517.38 - $573.86 $86.4K - $95.8K
5.44K $3.12M
CRM
Salesforce, Inc.

Technology
-31
- 0.53%
$238.42 - $276.53 $7.39K - $8.57K
5.86K $1.61M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-12
- 0.2%
$57.22 - $80.08 $687 - $961
5.91K $461K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-428
- 2.12%
$117.9 - $128.2 $50.5K - $54.9K
19.7K $2.53M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.36K
- 17.44%
$191.76 - $263.26 $261K - $358K
6.44K $1.69M
KEY
Keycorp

Financial Services
-1.62K
- 2.33%
$13.95 - $17.34 $22.6K - $28.1K
68K $1.14M
IAU
Ishares Gold Trust

ETFs
-1.4K
- 3.67%
$44.06 - $50.5 $61.5K - $70.4K
36.6K $1.82M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.77K
- 2.6%
$39.47 - $49.4 $69.8K - $87.4K
66.3K $3.15M
RTX
Raytheon Technologies Corp

Industrials
-23
- 0.26%
$99.55 - $123.34 $2.29K - $2.84K
8.69K $1.05M
VTV
Vanguard Value ETF

ETFs
-470
- 2.18%
$159.75 - $174.57 $75.1K - $82K
21.1K $3.68M
IVE
Ishares S&P 500 Value ETF

ETFs
-34
- 0.19%
$181.06 - $197.17 $6.16K - $6.7K
17.9K $3.52M
IBM
International Business Machines Corp

Technology
-194
- 2.97%
$175.1 - $223.38 $34K - $43.3K
6.33K $1.4M
FTNT
Fortinet, Inc.

Technology
-11
- 0.06%
$55.39 - $77.55 $609 - $853
17.3K $1.34M
USB
Us Bancorp \De\

Financial Services
-3.8K
- 4.71%
$39.04 - $47.23 $148K - $180K
76.8K $3.51M
JNJ
Johnson & Johnson

Healthcare
-1.12K
- 3.45%
$145.48 - $167.38 $163K - $187K
31.3K $5.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-691
- 4.51%
$405.19 - $478.57 $280K - $331K
14.6K $6.74M
URI
United Rentals, Inc.

Industrials
-411
- 6.78%
$627.41 - $814.1 $258K - $335K
5.65K $4.58M
ABBV
Abb Vie Inc.

Healthcare
-323
- 1.09%
$163.84 - $199.33 $52.9K - $64.4K
29.2K $5.77M
MMM
3 M CO

Industrials
-1.28K
- 4.11%
$99.69 - $139.42 $127K - $178K
29.7K $4.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
-6.61K
- 3.87%
$173.36 - $189.8 $1.15M - $1.25M
164K $31.1M
FDL
First Tr Morningstar Dividend

ETFs
-66.2K
- 6.36%
$37.66 - $42.06 $2.49M - $2.79M
975K $40.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.5K
- 4.66%
$162.83 - $179.16 $2.52M - $2.77M
317K $56.7M
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email