True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

$799 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
FREL Fidelity Covington Tr Msci Rea ETFs	Q2 2022 Filed on Jul 28, 2022	6,715	$26.0 - $33.6 $175K - $226K
IXN Ishares Global Information Tec ETFs	Q2 2022 Filed on Jul 28, 2022	5,471	$44.6 - $58.78 $244K - $322K
BHP Bhp Group LTD Basic Materials	Q2 2022 Filed on Jul 28, 2022	3,259	$54.75 - $70.74 $178K - $231K
SQ Block, Inc. Technology	Q2 2022 Filed on Jul 28, 2022	2,741	$57.51 - $145.19 $158K - $398K
SYNA Synaptics Inc Technology	Q2 2022 Filed on Jul 28, 2022	1,350	$116.04 - $195.15 $157K - $263K
AAP Advance Auto Parts Inc Consumer Cyclical	Q2 2022 Filed on Jul 28, 2022	1,000	$165.45 - $228.02 $165K - $228K
VLUE Ishares Msci Usa Value Factor ETFs	Q2 2022 Filed on Jul 28, 2022	2,990	$88.4 - $105.81 $264K - $316K
LIT Global X Fds Global X Lithium ETFs	Q2 2022 Filed on Jul 28, 2022	3,504	$61.71 - $80.05 $216K - $280K
LAND Gladstone Land Corp Real Estate	Q2 2022 Filed on Jul 28, 2022	7,200	$21.43 - $41.71 $154K - $300K
PSFE Paysafe LTD Technology	Q2 2022 Filed on Jul 28, 2022	14,165	$1.91 - $3.55 $27.1K - $50.3K
XSD Spdr Tr Ser Spdr S&P Semicondu ETFs	Q1 2022 Filed on May 09, 2022	3,813	$181.29 - $248.38 $691K - $947K
DHR Danaher Corp Healthcare	Q1 2022 Filed on May 09, 2022	753	$257.27 - $315.76 $194K - $238K
ECL Ecolab Inc. Basic Materials	Q1 2022 Filed on May 09, 2022	977	$156.73 - $233.51 $153K - $228K
ILMN Illumina, Inc. Healthcare	Q1 2022 Filed on May 09, 2022	634	$303.87 - $423.8 $193K - $269K
GVI Ishares Tr ETFs	Q1 2022 Filed on May 09, 2022	3,491	$107.97 - $113.53 $377K - $396K
GAB Gabelli Equity Trust Inc Financial Services	Q1 2022 Filed on May 09, 2022	11,471	$6.76 - $7.24 $77.5K - $83.1K
DOV Dover Corp Industrials	Q1 2022 Filed on May 09, 2022	1,170	$146.19 - $182.92 $171K - $214K
EL Estee Lauder Companies Inc Consumer Defensive	Q1 2022 Filed on May 09, 2022	638	$250.38 - $371.86 $160K - $237K
MIDD Middleby Corp Industrials	Q1 2022 Filed on May 09, 2022	1,054	$163.94 - $199.65 $173K - $210K
POR Portland General Electric CO Utilities	Q1 2022 Filed on May 09, 2022	3,856	$48.82 - $55.6 $188K - $214K
TREX Trex CO Inc Industrials	Q1 2022 Filed on May 09, 2022	1,506	$65.33 - $133.55 $98.4K - $201K
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	Q1 2022 Filed on May 09, 2022	3,354	$93.76 - $145.95 $314K - $490K
LSI Life Storage, Inc. Real Estate	Q1 2022 Filed on May 09, 2022	1,350	$126.01 - $146.46 $170K - $198K
ORLY O Reilly Automotive Inc Consumer Cyclical	Q1 2022 Filed on May 09, 2022	322	$630.82 - $703.36 $203K - $226K
Resonant Inc Com	Q1 2022 Filed on May 09, 2022	49,102	N/A
ULTA Ulta Beauty, Inc. Consumer Cyclical	Q1 2022 Filed on May 09, 2022	562	$349.42 - $418.74 $196K - $235K
PACW Pacwest Bancorp Financial Services	Q1 2022 Filed on May 09, 2022	5,343	$40.6 - $51.2 $217K - $274K
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	Q1 2022 Filed on May 09, 2022	175,280	$100.07 - $101.54 $17.5M - $17.8M
IXG Ishares Global Fin'L ETF ETFs	Q1 2022 Filed on May 09, 2022	5,892	$72.45 - $85.55 $427K - $504K
RPG Invesco Exchange Traded Fd Tr ETFs	Q1 2022 Filed on May 09, 2022	4,925	$33.02 - $41.86 $163K - $206K
ICF Ishares Tr ETFs	Q1 2022 Filed on May 09, 2022	10,255	$64.57 - $75.32 $662K - $772K
IDXX Idexx Laboratories Inc Healthcare	Q4 2021 Filed on Feb 11, 2022	633	$586.54 - $666.48 $371K - $422K
XLV Select Sector Spdr Fund Health ETFs	Q4 2021 Filed on Feb 11, 2022	4,081	$125.34 - $141.49 $512K - $577K
CCL Carnival Corp Consumer Cyclical	Q4 2021 Filed on Feb 11, 2022	8,745	$16.38 - $26.09 $143K - $228K
IEX Idex Corp Industrials	Q4 2021 Filed on Feb 11, 2022	1,012	$205.78 - $239.5 $208K - $242K
DOCU Docusign, Inc. Technology	Q4 2021 Filed on Feb 11, 2022	1,807	$135.09 - $284.11 $244K - $513K
MRNA Moderna, Inc. Healthcare	Q4 2021 Filed on Feb 11, 2022	631	$225.82 - $368.51 $142K - $233K
VGSH Vanguard ETFs	Q4 2021 Filed on Feb 11, 2022	18,267	$60.79 - $61.43 $1.11M - $1.12M
MAR Marriott International Inc Consumer Cyclical	Q3 2021 Filed on Nov 05, 2021	4,223	$130.0 - $154.32 $549K - $652K
General Electric CO	Q3 2021 Filed on Nov 05, 2021	13,373	N/A
Cerner Corp	Q3 2021 Filed on Nov 05, 2021	3,087	N/A
BG Bungeltd Consumer Defensive	Q3 2021 Filed on Nov 05, 2021	3,147	$73.59 - $81.32 $232K - $256K
IWC Russell Micro Cap ETF ETFs	Q3 2021 Filed on Nov 05, 2021	2,530	$136.87 - $153.98 $346K - $390K
LMT Lockheed Martin Corp Industrials	Q2 2021 Filed on Aug 10, 2021	556	$371.02 - $394.1 $206K - $219K
BALL Ball Corp Consumer Cyclical	Q2 2021 Filed on Aug 10, 2021	3,671	$79.19 - $93.98 $291K - $345K
UAL United Airlines Holdings, Inc. Industrials	Q2 2021 Filed on Aug 10, 2021	3,480	$50.3 - $60.29 $175K - $210K
WBA Walgreens Boots Alliance, Inc. Healthcare	Q2 2021 Filed on Aug 10, 2021	3,996	$50.84 - $56.8 $203K - $227K
BLK Black Rock Inc. Financial Services	Q2 2021 Filed on Aug 10, 2021	387	$766.83 - $887.42 $297K - $343K
IJJ Ishares S&P Midcap 400 Value E ETFs	Q2 2021 Filed on Aug 10, 2021	1,994	$102.45 - $110.12 $204K - $220K
IHI Ishares Tr Dow Jones Us Medica ETFs	Q2 2021 Filed on Aug 10, 2021	881	$55.06 - $60.62 $48.5K - $53.4K

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