True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Marvell Technology Group LTD
Q2 2021 Filed on Aug 10, 2021
4,642
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2021 Filed on May 12, 2021
236
$25.79 - $38.08 $6.09K - $8.99K
Fire Eye Inc
Q1 2021 Filed on May 12, 2021
3,665
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2021 Filed on May 12, 2021
971
$150.72 - $194.14 $146K - $189K
ADSK
Autodesk, Inc.

Technology
Q1 2021 Filed on May 12, 2021
45
$253.1 - $320.13 $11.4K - $14.4K
TWTR
Twitter, Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
3,799
$45.18 - $77.63 $172K - $295K
PPG
Ppg Industries Inc

Basic Materials
Q1 2021 Filed on May 12, 2021
14
$134.45 - $155.52 $1.88K - $2.18K
BP
Bp PLC

Energy
Q1 2021 Filed on May 12, 2021
1,412
$20.75 - $26.96 $29.3K - $38.1K
FAS
Direxion Daily Financial Bull

ETFs
Q1 2021 Filed on May 12, 2021
713
$57.01 - $95.88 $40.6K - $68.4K
Nuance Communications Inc
Q1 2021 Filed on May 12, 2021
2,000
N/A
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
135
$134.53 - $157.92 $18.2K - $21.3K
SLB
Schlumberger Limited

Energy
Q1 2021 Filed on May 12, 2021
1,989
$21.81 - $29.95 $43.4K - $59.6K
BIIB
Biogen Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
135
$242.95 - $284.63 $32.8K - $38.4K
SRE
Sempra Energy

Utilities
Q1 2021 Filed on May 12, 2021
709
$115.98 - $132.58 $82.2K - $94K
AXP
American Express CO

Financial Services
Q1 2021 Filed on May 12, 2021
669
$114.09 - $150.27 $76.3K - $101K
HAL
Halliburton CO

Energy
Q1 2021 Filed on May 12, 2021
61
$17.28 - $24.36 $1.05K - $1.49K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
23
$596.5 - $654.65 $13.7K - $15.1K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
2,750
$45.62 - $66.5 $125K - $183K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2021 Filed on May 12, 2021
181
$68.09 - $73.16 $12.3K - $13.2K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2021 Filed on May 12, 2021
20
$71.22 - $80.18 $1.42K - $1.6K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2021 Filed on May 12, 2021
1,371
$84.36 - $88.07 $116K - $121K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2021 Filed on May 12, 2021
15
$206.49 - $243.18 $3.1K - $3.65K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2021 Filed on May 12, 2021
1,339
$41.59 - $50.21 $55.7K - $67.2K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q1 2021 Filed on May 12, 2021
1,733
$45.59 - $52.2 $79K - $90.5K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2021 Filed on May 12, 2021
17
$47.23 - $50.75 $803 - $863
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2021 Filed on May 12, 2021
62
$253.15 - $290.67 $15.7K - $18K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q1 2021 Filed on May 12, 2021
1,831
$54.65 - $56.18 $100K - $103K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2021 Filed on May 12, 2021
1,750
$49.58 - $58.59 $86.8K - $103K
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on May 12, 2021
35
$241.05 - $273.55 $8.44K - $9.57K
RDS-A
Shell PLC

Energy
Q1 2021 Filed on May 12, 2021
650
$34.63 - $43.02 $22.5K - $28K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
300
$169.35 - $202.07 $50.8K - $60.6K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2021 Filed on May 12, 2021
207
$187.01 - $232.8 $38.7K - $48.2K
COF
Capital One Financial Corp

Financial Services
Q1 2021 Filed on May 12, 2021
63
$97.84 - $132.6 $6.16K - $8.35K
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on May 12, 2021
400
$83.5 - $98.47 $33.4K - $39.4K
SYF
Synchrony Financial

Financial Services
Q1 2021 Filed on May 12, 2021
627
$33.65 - $43.14 $21.1K - $27K
PNR
Pentair PLC

Industrials
Q1 2021 Filed on May 12, 2021
231
$51.53 - $62.32 $11.9K - $14.4K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on May 12, 2021
157
$145.1 - $175.05 $22.8K - $27.5K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2021 Filed on May 12, 2021
1,103
$50.34 - $56.49 $55.5K - $62.3K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2021 Filed on May 12, 2021
3,967
$51.2 - $51.67 $203K - $205K
CME
Cme Group Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
488
$178.79 - $214.04 $87.2K - $104K
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 12, 2021
111
$27.96 - $32.55 $3.1K - $3.61K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2021 Filed on May 12, 2021
324
$25.74 - $31.42 $8.34K - $10.2K
TD
Toronto Dominion Bank

Financial Services
Q1 2021 Filed on May 12, 2021
1,653
$56.26 - $66.31 $93K - $110K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2021 Filed on May 12, 2021
86
$81.74 - $112.47 $7.03K - $9.67K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2021 Filed on May 12, 2021
81
$35.06 - $39.91 $2.84K - $3.23K
VFH
Vanguard Financial ETF

ETFs
Q1 2021 Filed on May 12, 2021
83
$71.74 - $86.71 $5.95K - $7.2K
Allianz Gi Equity & Conv Inc
Q1 2021 Filed on May 12, 2021
679
N/A
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q1 2021 Filed on May 12, 2021
1,926
$10.75 - $11.52 $20.7K - $22.2K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q1 2021 Filed on May 12, 2021
1,287
$15.17 - $17.23 $19.5K - $22.2K
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