True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
SBSW
Sibanye Stillwater LTD

Basic Materials
Q2 2020 Filed on Jul 07, 2020
158
$4.6 - $8.96 $727 - $1.42K
Velocity Shares 3x Lng Crude Oil Etn New
Q2 2020 Filed on Jul 07, 2020
24,700
N/A
Direxion Daily Technology Bear 3 X ETF
Q2 2020 Filed on Jul 07, 2020
1,002
N/A
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q2 2020 Filed on Jul 07, 2020
7,983
$67.45 - $95.16 $538K - $760K
Pro Shares Ultra Bloomberg Crude Oil
Q2 2020 Filed on Jul 07, 2020
3,000
N/A
Pro Shares Ultra Short Oil & Gas
Q2 2020 Filed on Jul 07, 2020
300
N/A
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q2 2020 Filed on Jul 07, 2020
25
$20.99 - $47.57 $525 - $1.19K
PBT
Permian Basin Royalty Trust

Energy
Q1 2020 Filed on Apr 20, 2020
4,347
$2.47 - $4.18 $10.7K - $18.2K
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q1 2020 Filed on Apr 20, 2020
9,922
N/A
Direxion Daily Energy Bull 3 X ETF
Q1 2020 Filed on Apr 20, 2020
13,447
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2020 Filed on Apr 20, 2020
3,800
$27.49 - $51.48 $104K - $196K
ERJ
Embraer S.A.

Industrials
Q1 2020 Filed on Apr 20, 2020
12,779
$6.11 - $20.16 $78.1K - $258K
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
48
$43.69 - $80.0 $2.1K - $3.84K
SU
Suncor Energy Inc

Energy
Q1 2020 Filed on Apr 20, 2020
6,395
$10.45 - $34.48 $66.8K - $220K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2020 Filed on Apr 20, 2020
43,409
$76.69 - $119.45 $3.33M - $5.19M
United Technologies Corp
Q1 2020 Filed on Apr 20, 2020
8,025
N/A
DISH
Dish Network Corp

Communication Services
Q1 2020 Filed on Apr 20, 2020
8,343
$18.15 - $41.29 $151K - $344K
FC
Franklin Covey CO

Industrials
Q1 2020 Filed on Apr 20, 2020
33,841
$13.15 - $35.52 $445K - $1.2M
RXI
Ishares Tr

ETFs
Q1 2020 Filed on Apr 20, 2020
10,181
$82.78 - $128.65 $843K - $1.31M
ANET
Arista Networks, Inc.

Technology
Q1 2020 Filed on Apr 20, 2020
99
$39.26 - $59.51 $3.89K - $5.89K
CTAS
Cintas Corp

Industrials
Q1 2020 Filed on Apr 20, 2020
494
$157.06 - $304.26 $77.6K - $150K
NUE
Nucor Corp

Basic Materials
Q1 2020 Filed on Apr 20, 2020
800
$28.42 - $55.12 $22.7K - $44.1K
RMBS
Rambus Inc

Technology
Q1 2020 Filed on Apr 20, 2020
25,056
$9.26 - $16.81 $232K - $421K
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 20, 2020
10,552
N/A
SPGI
S&P Global Inc.

Financial Services
Q1 2020 Filed on Apr 20, 2020
214
$192.05 - $311.16 $41.1K - $66.6K
ICLR
Icon PLC

Healthcare
Q1 2020 Filed on Apr 20, 2020
458
$115.95 - $177.22 $53.1K - $81.2K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2020 Filed on Apr 20, 2020
77
$9.44 - $15.58 $727 - $1.2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
544
$10.01 - $15.25 $5.45K - $8.3K
EQAL
Invesco ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
4,123
$20.58 - $34.82 $84.9K - $144K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
100
$112.37 - $186.27 $11.2K - $18.6K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
170
$128.7 - $210.28 $21.9K - $35.7K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q1 2020 Filed on Apr 20, 2020
500
$3.86 - $7.11 $1.93K - $3.56K
APH
Amphenol Corp

Technology
Q1 2020 Filed on Apr 20, 2020
27
$34.17 - $54.9 $923 - $1.48K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
16
$120.45 - $248.09 $1.93K - $3.97K
CPB
Campbell Soup CO

Consumer Defensive
Q1 2020 Filed on Apr 20, 2020
500
$41.41 - $53.84 $20.7K - $26.9K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 20, 2020
266
$15.32 - $40.87 $4.08K - $10.9K
CTXS
Citrix Systems Inc

Technology
Q1 2020 Filed on Apr 20, 2020
811
$102.97 - $145.91 $83.5K - $118K
CLNE
Clean Energy Fuels Corp.

Energy
Q1 2020 Filed on Apr 20, 2020
100
$1.08 - $2.89 $108 - $289
CPRT
Copart Inc

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
205
$58.78 - $104.5 $12K - $21.4K
Cree Inc
Q1 2020 Filed on Apr 20, 2020
1,900
N/A
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on Apr 20, 2020
87
$25.25 - $85.85 $2.2K - $7.47K
Ferrellgas Partners LP
Q1 2020 Filed on Apr 20, 2020
469
N/A
FNKO
Funko, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
50
$3.64 - $17.57 $182 - $879
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on Apr 20, 2020
2,475
$41.6 - $63.4 $103K - $157K
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