True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2018 Filed on Jan 14, 2019
579
N/A
SOXL
Direxion Daily Semiconductor B

ETFs
Q4 2018 Filed on Jan 14, 2019
20
N/A
FV
First Trust Dorsey Wright Focu

ETFs
Q4 2018 Filed on Jan 14, 2019
3,335
N/A
DALI
First Tr ETF Vi Dorseywright D

ETFs
Q4 2018 Filed on Jan 14, 2019
3,405
$16.0 - $21.03 $54.5K - $71.6K
IFV
First Trust Dorsey Wright Inte

ETFs
Q4 2018 Filed on Jan 14, 2019
4,244
$16.87 - $20.34 $71.6K - $86.3K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 14, 2019
550
$25.94 - $32.91 $14.3K - $18.1K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 14, 2019
690
$13.74 - $15.89 $9.48K - $11K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2018 Filed on Jan 14, 2019
859
$14.39 - $18.54 $12.4K - $15.9K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2018 Filed on Jan 14, 2019
488
$36.52 - $41.87 $17.8K - $20.4K
PCEF
Invesco Cef Income Composite E

ETFs
Q4 2018 Filed on Jan 14, 2019
630
$19.45 - $22.85 $12.3K - $14.4K
INDA
Ishares Msci India Index Fund

ETFs
Q4 2018 Filed on Jan 14, 2019
458
$29.3 - $33.56 $13.4K - $15.4K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q4 2018 Filed on Jan 14, 2019
1,461
$28.56 - $34.09 $41.7K - $49.8K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2018 Filed on Jan 14, 2019
2,000
$50.12 - $50.25 $100K - $101K
RWX
Spdr Dow Jones International R

ETFs
Q4 2018 Filed on Jan 14, 2019
185
N/A
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2018 Filed on Jan 14, 2019
92
N/A
Spdr Blmbg Barclays High Yield Bd ETF
Q4 2018 Filed on Jan 14, 2019
97
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2018 Filed on Jan 14, 2019
299
$284.96 - $364.55 $85.2K - $109K
VDE
Vanguard Energy ETF

ETFs
Q4 2018 Filed on Jan 14, 2019
75
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2018 Filed on Jan 14, 2019
436
N/A
EPI
Wisdomtree Tr India Earnings F

ETFs
Q4 2018 Filed on Jan 14, 2019
506
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2018 Filed on Jan 14, 2019
267
N/A
Barclays Bank PLC
Q4 2018 Filed on Jan 14, 2019
1,400
N/A
Hess Corp
Q4 2018 Filed on Jan 14, 2019
51
N/A
Northwest Natural Gas CO
Q3 2018 Filed on Oct 18, 2018
29,274
N/A
Legacy Reserves LP
Q3 2018 Filed on Oct 18, 2018
11,814
N/A
Athenahealth Inc
Q3 2018 Filed on Oct 18, 2018
12,893
N/A
LAB
Standard Biotools Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
10,000
$5.92 - $8.35 $59.2K - $83.5K
CGEN
Compugen LTD

Healthcare
Q3 2018 Filed on Oct 18, 2018
14,364
$3.0 - $4.05 $43.1K - $58.2K
HQY
Healthequity, Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
4,039
$74.12 - $97.32 $299K - $393K
Broadcom LTD
Q2 2018 Filed on Jul 13, 2018
1,498
N/A
Time Warner Inc
Q2 2018 Filed on Jul 13, 2018
5,264
N/A
Power Shares S&P Small Cap Low Volatil ETF
Q2 2018 Filed on Jul 13, 2018
109,846
N/A
Guggenheim S&P 500 Equal Weight ETF
Q2 2018 Filed on Jul 13, 2018
49,558
N/A
CORT
Corcept Therapeutics Inc

Healthcare
Q2 2018 Filed on Jul 13, 2018
17,410
$15.3 - $19.69 $266K - $343K
RING
Ishares Inc Msci Global Gold M

ETFs
Q2 2018 Filed on Jul 13, 2018
81,470
$17.11 - $18.47 $1.39M - $1.5M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q1 2018 Filed on Apr 25, 2018
19,900
$18.58 - $20.02 $370K - $398K
E.I. Du Pont De Nemours & CO
Q3 2017 Filed on Oct 27, 2017
3,395
N/A
Power Shares Kbw Prpty & Casualty Ins ETF
Q3 2017 Filed on Oct 27, 2017
81,633
N/A
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