True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AEG
Aegon Nv

Financial Services
Q4 2020 Filed on Jan 11, 2021
224
$2.64 - $3.95 $591 - $885
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 11, 2021
60
$82.38 - $96.19 $4.94K - $5.77K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2020 Filed on Jan 11, 2021
5
$12.1 - $31.87 $60.5 - $159
ENB
Enbridge Inc

Energy
Q4 2020 Filed on Jan 11, 2021
158
$27.44 - $34.23 $4.34K - $5.41K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q4 2020 Filed on Jan 11, 2021
238
$26.9 - $32.0 $6.4K - $7.62K
Biolase Inc
Q4 2020 Filed on Jan 11, 2021
45
N/A
Hexo Corp
Q4 2020 Filed on Jan 11, 2021
11,000
N/A
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2020 Filed on Jan 11, 2021
45
$15.39 - $18.97 $693 - $854
INMB
Inmune Bio, Inc.

Healthcare
Q4 2020 Filed on Jan 11, 2021
1,000
$7.51 - $17.22 $7.51K - $17.2K
TTD
Trade Desk, Inc.

Technology
Q4 2020 Filed on Jan 11, 2021
25
$55.52 - $97.11 $1.39K - $2.43K
Mallinckrodt PLC
Q4 2020 Filed on Jan 11, 2021
8
N/A
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q4 2020 Filed on Jan 11, 2021
400
$41.55 - $47.04 $16.6K - $18.8K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q4 2020 Filed on Jan 11, 2021
148
$206.84 - $253.55 $30.6K - $37.5K
UYG
Proshares Ultra Financials

ETFs
Q4 2020 Filed on Jan 11, 2021
470
$28.98 - $42.31 $13.6K - $19.9K
Taubman Centers Inc
Q4 2020 Filed on Jan 11, 2021
100
N/A
NCR
Ncr Corp

Technology
Q4 2020 Filed on Jan 11, 2021
157
$19.6 - $37.57 $3.08K - $5.9K
Prevail Therapeutics Inc
Q4 2020 Filed on Jan 11, 2021
200
N/A
STOK
Stoke Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 11, 2021
400
$33.62 - $61.93 $13.4K - $24.8K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2020 Filed on Jan 11, 2021
9,412
$50.09 - $50.18 $471K - $472K
WDFC
Wd 40 CO

Basic Materials
Q4 2020 Filed on Jan 11, 2021
181
$187.4 - $270.01 $33.9K - $48.9K
Nant Kwest Inc
Q4 2020 Filed on Jan 11, 2021
500
N/A
TCS
Container Store Group, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 11, 2021
20
$7.79 - $12.82 $156 - $256
CABA
Cabaletta Bio, Inc.

Healthcare
Q4 2020 Filed on Jan 11, 2021
500
$9.81 - $15.8 $4.91K - $7.9K
KC
Kingsoft Cloud Holdings LTD

Technology
Q4 2020 Filed on Jan 11, 2021
500
$29.05 - $49.5 $14.5K - $24.8K
Kitov Pharma LTD
Q4 2020 Filed on Jan 11, 2021
2,450
N/A
PLTR
Palantir Technologies Inc.

Technology
Q4 2020 Filed on Jan 11, 2021
500
$9.03 - $29.05 $4.52K - $14.5K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2020 Filed on Jan 11, 2021
1,935
$17.04 - $19.33 $33K - $37.4K
TEL
Te Connectivity Ltd.

Technology
Q3 2020 Filed on Oct 09, 2020
152
$78.77 - $101.87 $12K - $15.5K
Organovo Holdings Inc
Q3 2020 Filed on Oct 09, 2020
36,750
N/A
SSYS
Stratasys Ltd.

Technology
Q3 2020 Filed on Oct 09, 2020
600
$12.07 - $16.06 $7.24K - $9.64K
ALB
Albemarle Corp

Basic Materials
Q3 2020 Filed on Oct 09, 2020
64
$75.75 - $100.45 $4.85K - $6.43K
FHI
Federated Hermes, Inc.

Financial Services
Q3 2020 Filed on Oct 09, 2020
155
$20.69 - $27.04 $3.21K - $4.19K
NEU
Newmarket Corp

Basic Materials
Q3 2020 Filed on Oct 09, 2020
16
$341.98 - $427.61 $5.47K - $6.84K
AMTX
Aemetis, Inc

Energy
Q3 2020 Filed on Oct 09, 2020
5,000
$0.78 - $3.34 $3.9K - $16.7K
BOX
Box Inc

Technology
Q3 2020 Filed on Oct 09, 2020
1,000
$16.92 - $21.23 $16.9K - $21.2K
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2020 Filed on Oct 09, 2020
400
$28.06 - $37.16 $11.2K - $14.9K
IYT
Ishares Tr U.S. Transportation

ETFs
Q3 2020 Filed on Oct 09, 2020
140
$162.03 - $205.25 $22.7K - $28.7K
RJI
Swedish Export Credit Corp

ETFs
Q3 2020 Filed on Oct 09, 2020
1,250
$4.03 - $4.5 $5.04K - $5.63K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 09, 2020
60
$1.34 - $7.28 $80.4 - $437
ATI
Allegheny Technologies Inc

Industrials
Q3 2020 Filed on Oct 09, 2020
1,421
$8.28 - $10.81 $11.8K - $15.4K
Terra Form Power Inc
Q3 2020 Filed on Oct 09, 2020
225
N/A
TLRY
Tilray Brands, Inc.

Healthcare
Q3 2020 Filed on Oct 09, 2020
300
$4.7 - $8.7 $1.41K - $2.61K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 09, 2020
400
$13.67 - $17.77 $5.47K - $7.11K
SAVE
Spirit Airlines, Inc.

Industrials
Q3 2020 Filed on Oct 09, 2020
300
$15.37 - $19.36 $4.61K - $5.81K
ZNOG
Zion Oil & Gas Inc

Energy
Q3 2020 Filed on Oct 09, 2020
12,000
$0.15 - $0.5 $1.8K - $6K
Brookfield Infrastructure Corp
Q3 2020 Filed on Oct 09, 2020
12
N/A
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2020 Filed on Oct 09, 2020
2,000
$15.73 - $25.54 $31.5K - $51.1K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 09, 2020
500
$73.7 - $97.46 $36.9K - $48.7K
T Mobile Us Subsrts
Q3 2020 Filed on Oct 09, 2020
53
N/A
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