True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 07, 2020
14,935
N/A
Allergan PLC
Q2 2020 Filed on Jul 07, 2020
215
N/A
Alerian Mlp ETF
Q2 2020 Filed on Jul 07, 2020
80,134
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2020 Filed on Jul 07, 2020
57
$23.09 - $31.12 $1.32K - $1.77K
Raytheon CO
Q2 2020 Filed on Jul 07, 2020
976
N/A
ASML
Asml Holding Nv

Technology
Q2 2020 Filed on Jul 07, 2020
10
$244.61 - $368.03 $2.45K - $3.68K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Jul 07, 2020
88
$29.54 - $36.83 $2.6K - $3.24K
Allianz Gi Nfj Div Interest & Prem
Q2 2020 Filed on Jul 07, 2020
1,000
N/A
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q2 2020 Filed on Jul 07, 2020
1,000
$9.98 - $11.64 $9.98K - $11.6K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2020 Filed on Jul 07, 2020
1,032
$9.81 - $11.65 $10.1K - $12K
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2020 Filed on Jul 07, 2020
202
$52.76 - $87.27 $10.7K - $17.6K
ING
Ing Groep Nv

Financial Services
Q2 2020 Filed on Jul 07, 2020
290
$4.93 - $8.19 $1.43K - $2.38K
PHG
Koninklijke Philips Nv

Healthcare
Q2 2020 Filed on Jul 07, 2020
93
$38.62 - $47.52 $3.59K - $4.42K
NGG
National Grid PLC

Utilities
Q2 2020 Filed on Jul 07, 2020
84
$51.22 - $60.74 $4.3K - $5.1K
New Oriental Education & Technology Group Inc
Q2 2020 Filed on Jul 07, 2020
20
N/A
SPG
Simon Property Group Inc

Real Estate
Q2 2020 Filed on Jul 07, 2020
251
$44.01 - $95.5 $11K - $24K
TEF
Telefonica S A

Communication Services
Q2 2020 Filed on Jul 07, 2020
30
$4.28 - $5.66 $128 - $170
Unilever Nv
Q2 2020 Filed on Jul 07, 2020
69
N/A
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2020 Filed on Jul 07, 2020
368
$149.8 - $227.17 $55.1K - $83.6K
Apergy Corp
Q2 2020 Filed on Jul 07, 2020
137
N/A
BB
Blackberry LTD

Technology
Q2 2020 Filed on Jul 07, 2020
100
$3.22 - $5.79 $322 - $579
Concho Resources Inc
Q2 2020 Filed on Jul 07, 2020
73
N/A
Sk Telecom CO LTD
Q2 2020 Filed on Jul 07, 2020
132
N/A
TEAM
Atlassian Corp PLC

Technology
Q2 2020 Filed on Jul 07, 2020
27
$129.01 - $188.32 $3.48K - $5.08K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2020 Filed on Jul 07, 2020
65
$35.06 - $43.77 $2.28K - $2.85K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2020 Filed on Jul 07, 2020
129
$42.61 - $59.91 $5.5K - $7.73K
BNDX
Vanguard Total International B

ETFs
Q2 2020 Filed on Jul 07, 2020
439
$56.12 - $57.76 $24.6K - $25.4K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2020 Filed on Jul 07, 2020
226
$37.04 - $44.83 $8.37K - $10.1K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q2 2020 Filed on Jul 07, 2020
1,934
$2.95 - $5.82 $5.71K - $11.3K
FDUS
Fidus Investment Corp

Financial Services
Q2 2020 Filed on Jul 07, 2020
1,500
$5.36 - $11.02 $8.04K - $16.5K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 07, 2020
36,108
N/A
Frontier Communications Corp Class B
Q2 2020 Filed on Jul 07, 2020
5
N/A
HDB
Hdfc Bank LTD

Financial Services
Q2 2020 Filed on Jul 07, 2020
67
$34.59 - $47.61 $2.32K - $3.19K
NTR
Nutrien Ltd.

Basic Materials
Q2 2020 Filed on Jul 07, 2020
200
$31.28 - $39.07 $6.26K - $7.81K
Ihs Markit LTD A
Q2 2020 Filed on Jul 07, 2020
56
N/A
ALC
Alcon Inc

Healthcare
Q2 2020 Filed on Jul 07, 2020
28
$49.45 - $64.16 $1.38K - $1.8K
WIX
Wix.Com Ltd.

Technology
Q2 2020 Filed on Jul 07, 2020
18
$92.62 - $256.22 $1.67K - $4.61K
FTCS
First Trust Capital Strength E

ETFs
Q2 2020 Filed on Jul 07, 2020
357
$47.78 - $59.86 $17.1K - $21.4K
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Jul 07, 2020
36
$74.84 - $91.67 $2.69K - $3.3K
RELX
Relx PLC

Communication Services
Q2 2020 Filed on Jul 07, 2020
102
$20.44 - $24.6 $2.08K - $2.51K
TRI
Thomson Reuters Corp

Industrials
Q2 2020 Filed on Jul 07, 2020
62
$65.36 - $72.48 $4.05K - $4.49K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 07, 2020
44
$33.27 - $59.73 $1.46K - $2.63K
PAGS
Pag Seguro Digital Ltd.

Technology
Q2 2020 Filed on Jul 07, 2020
83
$17.32 - $37.93 $1.44K - $3.15K
ALEC
Alector, Inc.

Healthcare
Q2 2020 Filed on Jul 07, 2020
500
$21.87 - $33.11 $10.9K - $16.6K
Cypress Semiconductor Corp
Q2 2020 Filed on Jul 07, 2020
14
N/A
Royal Bank Of Scotland Group PLC
Q2 2020 Filed on Jul 07, 2020
11,000
N/A
INSG
Inseego Corp.

Technology
Q2 2020 Filed on Jul 07, 2020
500
$6.85 - $14.07 $3.43K - $7.04K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 07, 2020
200
$1.38 - $26.2 $276 - $5.24K
SE
Sea LTD

Consumer Cyclical
Q2 2020 Filed on Jul 07, 2020
37
$42.1 - $113.39 $1.56K - $4.2K
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