True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2020 Filed on Apr 20, 2020
1,506
$23.18 - $45.94 $34.9K - $69.2K
RFDI
First Trust ETF Iii Riverfront

ETFs
Q1 2020 Filed on Apr 20, 2020
781
$39.7 - $60.55 $31K - $47.3K
RFEM
First Trust Iii Riverfront Dyn

ETFs
Q1 2020 Filed on Apr 20, 2020
442
$42.96 - $67.12 $19K - $29.7K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 20, 2020
108
$41.45 - $70.64 $4.48K - $7.63K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2020 Filed on Apr 20, 2020
61
$49.36 - $76.45 $3.01K - $4.66K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
60
$59.3 - $107.65 $3.56K - $6.46K
VNM
Vaneck Vietnam ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
266
$9.7 - $16.26 $2.58K - $4.33K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
153
$40.03 - $68.06 $6.12K - $10.4K
DHS
Wisdomtree Tr U.S

ETFs
Q1 2020 Filed on Apr 20, 2020
609
$48.28 - $77.44 $29.4K - $47.2K
Hsbc Holdings PLC
Q1 2020 Filed on Apr 20, 2020
2,000
N/A
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
20,878
$32.8 - $50.0 $685K - $1.04M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
Q1 2020 Filed on Apr 20, 2020
16,852
$6.71 - $13.2 $113K - $222K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2020 Filed on Apr 20, 2020
5,990
$4.92 - $10.44 $29.5K - $62.5K
AVXL
Anavex Life Sciences Corp.

Healthcare
Q1 2020 Filed on Apr 20, 2020
5,850
$2.38 - $5.81 $13.9K - $34K
BBD
Bank Bradesco

Financial Services
Q1 2020 Filed on Apr 20, 2020
272
$3.4 - $9.25 $925 - $2.52K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
15
$16.81 - $49.4 $252 - $741
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2020 Filed on Apr 20, 2020
120
$100.15 - $130.39 $12K - $15.6K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 20, 2020
9
$44.18 - $93.46 $398 - $841
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
62
$270.75 - $373.16 $16.8K - $23.1K
FOXA
Fox Corp

Communication Services
Q1 2020 Filed on Apr 20, 2020
35
$20.2 - $39.34 $707 - $1.38K
FOX
Fox Corp Cl B (De)

Communication Services
Q1 2020 Filed on Apr 20, 2020
723
$19.81 - $38.58 $14.3K - $27.9K
Iac/Inter Active Corp
Q1 2020 Filed on Apr 20, 2020
38
N/A
RH
Rh

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
85
$80.43 - $252.1 $6.84K - $21.4K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
209
$10.36 - $45.26 $2.17K - $9.46K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2020 Filed on Apr 20, 2020
3
$82.96 - $167.44 $249 - $502
PRTA
Prothena Corp Public LTD CO

Healthcare
Q1 2020 Filed on Apr 20, 2020
4
$7.54 - $15.77 $30.2 - $63.1
AIA
Ishares S&P Asia 50 ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
189
$49.85 - $69.35 $9.42K - $13.1K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 20, 2020
60
$171.98 - $248.68 $10.3K - $14.9K
Pro Shares Ultra Short S&P500
Q1 2020 Filed on Apr 20, 2020
1,500
N/A
Spdr S&P Oil & Gas Equipment&Svcs ETF
Q1 2020 Filed on Apr 20, 2020
250
N/A
TRP
Tc Energy Corp

Energy
Q1 2020 Filed on Apr 20, 2020
5,015
$33.51 - $57.42 $168K - $288K
Velocity Shares 3x Invrs Crude Oil Etn New
Q1 2020 Filed on Apr 20, 2020
43,000
N/A
Black Rock Muni Enhanced
Q1 2020 Filed on Apr 20, 2020
389
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q1 2020 Filed on Apr 20, 2020
1,026
$3.35 - $3.86 $3.44K - $3.96K
Cimarex Energy CO
Q1 2020 Filed on Apr 20, 2020
104
N/A
FMC
Fmc Corp

Basic Materials
Q1 2020 Filed on Apr 20, 2020
127
$59.82 - $108.29 $7.6K - $13.8K
HLI
Houlihan Lokey, Inc.

Financial Services
Q1 2020 Filed on Apr 20, 2020
200
$45.87 - $57.92 $9.17K - $11.6K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2020 Filed on Apr 20, 2020
80
$94.28 - $142.67 $7.54K - $11.4K
LMAT
Lemaitre Vascular Inc

Healthcare
Q1 2020 Filed on Apr 20, 2020
75
$21.03 - $38.46 $1.58K - $2.88K
LPSN
Liveperson Inc

Technology
Q1 2020 Filed on Apr 20, 2020
54
$14.95 - $44.98 $807 - $2.43K
MASI
Masimo Corp

Healthcare
Q1 2020 Filed on Apr 20, 2020
50
$148.38 - $186.78 $7.42K - $9.34K
The Mc Clatchy CO
Q1 2020 Filed on Apr 20, 2020
150
N/A
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q1 2020 Filed on Apr 20, 2020
435
$15.87 - $32.99 $6.9K - $14.4K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q1 2020 Filed on Apr 20, 2020
300
$7.5 - $16.8 $2.25K - $5.04K
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
6,335
$0.89 - $4.06 $5.64K - $25.7K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2020 Filed on Apr 20, 2020
150
$75.85 - $127.93 $11.4K - $19.2K
GDS
Gds Holdings LTD

Technology
Q1 2020 Filed on Apr 20, 2020
36
$48.22 - $63.17 $1.74K - $2.27K
NMRK
Newmark Group, Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
2,015
$2.5 - $12.84 $5.04K - $25.9K
PAYC
Paycom Software, Inc.

Technology
Q1 2020 Filed on Apr 20, 2020
5
$178.94 - $337.74 $895 - $1.69K
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