True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JBHT
Hunt J B Transport Services Inc

Industrials
Q3 2019 Filed on Oct 09, 2019
30
$87.63 - $116.24 $2.63K - $3.49K
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2019 Filed on Oct 09, 2019
108
$12.42 - $14.75 $1.34K - $1.59K
L3 Technologies Inc
Q3 2019 Filed on Oct 09, 2019
860
N/A
Lilis Energy Inc
Q3 2019 Filed on Oct 09, 2019
1,500
N/A
LGFB
Lions Gate Entmt Corp Cl B Non
Q3 2019 Filed on Oct 09, 2019
440
N/A
MAT
Mattel Inc

Consumer Cyclical
Q3 2019 Filed on Oct 09, 2019
2,200
$9.2 - $14.6 $20.2K - $32.1K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q3 2019 Filed on Oct 09, 2019
1,280
$4.63 - $5.29 $5.93K - $6.77K
MORN
Morningstar, Inc.

Financial Services
Q3 2019 Filed on Oct 09, 2019
14
$144.99 - $161.58 $2.03K - $2.26K
IX
Orix Corp

Financial Services
Q3 2019 Filed on Oct 09, 2019
45
$68.58 - $81.07 $3.09K - $3.65K
SEIC
Sei Investments CO

Financial Services
Q3 2019 Filed on Oct 09, 2019
36
$55.38 - $60.9 $1.99K - $2.19K
Symantec Corp
Q3 2019 Filed on Oct 09, 2019
275
N/A
Torchmark Corp
Q3 2019 Filed on Oct 09, 2019
46
N/A
Total System Services Inc
Q3 2019 Filed on Oct 09, 2019
31
N/A
UEC
Uranium Energy Corp

Energy
Q3 2019 Filed on Oct 09, 2019
3,000
$0.87 - $1.44 $2.61K - $4.32K
Worldpay Inc
Q3 2019 Filed on Oct 09, 2019
205
N/A
Xerox Corp
Q3 2019 Filed on Oct 09, 2019
601
N/A
ANSS
Ansys Inc

Technology
Q3 2019 Filed on Oct 09, 2019
17
$190.15 - $221.36 $3.23K - $3.76K
BLKB
Blackbaud Inc

Technology
Q3 2019 Filed on Oct 09, 2019
20
$82.35 - $96.2 $1.65K - $1.92K
SNPTY
China Petro&Chem Ads (100 Ord)
Q3 2019 Filed on Oct 09, 2019
62
N/A
CRON
Cronos Group Inc.

Healthcare
Q3 2019 Filed on Oct 09, 2019
600
$9.05 - $16.02 $5.43K - $9.61K
Ctrip.Com International LTD
Q3 2019 Filed on Oct 09, 2019
624
N/A
EPM
Evolution Petroleum Corp

Energy
Q3 2019 Filed on Oct 09, 2019
1,039
$5.55 - $7.05 $5.77K - $7.32K
EXEL
Exelixis, Inc.

Healthcare
Q3 2019 Filed on Oct 09, 2019
250
$17.68 - $22.65 $4.42K - $5.66K
FTCH
Farfetch LTD

Consumer Cyclical
Q3 2019 Filed on Oct 09, 2019
685
$8.44 - $22.0 $5.78K - $15.1K
High Point Resources Corp
Q3 2019 Filed on Oct 09, 2019
500
N/A
Nuvectra Corp Com
Q3 2019 Filed on Oct 09, 2019
150
N/A
SAND
Sandstorm Gold LTD

Basic Materials
Q3 2019 Filed on Oct 09, 2019
257
$5.38 - $6.82 $1.38K - $1.75K
Trans Enterix Inc
Q3 2019 Filed on Oct 09, 2019
585
N/A
TRU
Trans Union

Industrials
Q3 2019 Filed on Oct 09, 2019
40
$73.5 - $84.91 $2.94K - $3.4K
WPC
W. P. Carey Inc.

Real Estate
Q3 2019 Filed on Oct 09, 2019
243
$80.33 - $91.62 $19.5K - $22.3K
WEX
Wex Inc.

Technology
Q3 2019 Filed on Oct 09, 2019
13
$188.85 - $221.02 $2.46K - $2.87K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q3 2019 Filed on Oct 09, 2019
48
$38.89 - $46.73 $1.87K - $2.24K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q3 2019 Filed on Oct 09, 2019
884
$29.08 - $30.68 $25.7K - $27.1K
Direxion Dly S&P Oil&Gs Ex&Prd Bl 3 X ETF
Q3 2019 Filed on Oct 09, 2019
5,934
N/A
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
Q3 2019 Filed on Oct 09, 2019
48
$72.05 - $74.04 $3.46K - $3.55K
DBE
Invesco Db Energy Fund

ETFs
Q3 2019 Filed on Oct 09, 2019
87
$12.88 - $14.73 $1.12K - $1.28K
DBB
Invesco Db Base Metals Fund

ETFs
Q3 2019 Filed on Oct 09, 2019
71
$14.45 - $15.56 $1.03K - $1.1K
SLX
Vaneck ETF Tr Steel ETF

ETFs
Q3 2019 Filed on Oct 09, 2019
44
$33.61 - $36.32 $1.48K - $1.6K
Wisdom Tree Negative Dur Us Aggt Bd ETF
Q3 2019 Filed on Oct 09, 2019
1,608
N/A
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q3 2019 Filed on Oct 09, 2019
1,486
$8.98 - $10.37 $13.3K - $15.4K
COHU
Cohu Inc

Technology
Q3 2019 Filed on Oct 09, 2019
4
$11.61 - $16.14 $46.4 - $64.6
Noble Energy Inc
Q3 2019 Filed on Oct 09, 2019
272
N/A
CVA
Covanta Holding Corporation

Industrials
Q3 2019 Filed on Oct 09, 2019
3,175
N/A
Adamas Pharmaceuticals Inc
Q3 2019 Filed on Oct 09, 2019
200
N/A
Andeavor Logistics LP Com Unit LP Int
Q3 2019 Filed on Oct 09, 2019
530
N/A
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 09, 2019
51
$38.21 - $55.19 $1.95K - $2.81K
General Motors CO
Q3 2019 Filed on Oct 09, 2019
1
N/A
INVH
Invitation Homes Inc.

Real Estate
Q3 2019 Filed on Oct 09, 2019
149
$26.83 - $29.71 $4K - $4.43K
Neptune Wellness Solutions Inc
Q3 2019 Filed on Oct 09, 2019
1,150
N/A
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