True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
370
$5.82 - $7.53 $2.15K - $2.79K
USA
Liberty All Star Equity Fund

Financial Services
Q1 2021 Filed on May 12, 2021
2,321
$6.72 - $7.63 $15.6K - $17.7K
Nuveen Municipal 2021 Target Term
Q1 2021 Filed on May 12, 2021
3,156
N/A
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2021 Filed on May 12, 2021
697
$10.93 - $11.76 $7.62K - $8.2K
PHK
Pimco High Income Fund

Financial Services
Q1 2021 Filed on May 12, 2021
1,500
$6.03 - $6.74 $9.05K - $10.1K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
Q1 2021 Filed on May 12, 2021
1,313
$12.39 - $13.16 $16.3K - $17.3K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
858
$10.37 - $11.0 $8.9K - $9.44K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
508
$12.26 - $13.41 $6.23K - $6.81K
NCA
Nuveen California Municipal Value Fund

Financial Services
Q1 2021 Filed on May 12, 2021
768
$9.92 - $10.97 $7.62K - $8.42K
Nuveen Select Tax Free Income 2
Q1 2021 Filed on May 12, 2021
768
N/A
PFL
Pimco Income Strategy Fund

Financial Services
Q1 2021 Filed on May 12, 2021
926
$11.36 - $12.01 $10.5K - $11.1K
ZTR
Virtus Total Return Fund Inc.

Financial
Q1 2021 Filed on May 12, 2021
580
$8.56 - $9.34 $4.96K - $5.42K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
3,043
$9.93 - $10.6 $30.2K - $32.3K
Western Asset Muni Defined Opp
Q1 2021 Filed on May 12, 2021
1,435
N/A
ABB
Abb LTD

Industrials
Q1 2021 Filed on May 12, 2021
3,860
$28.27 - $31.59 $109K - $122K
AA
Alcoa Corp

Basic Materials
Q1 2021 Filed on May 12, 2021
55
$18.0 - $32.97 $990 - $1.81K
ALE
Allete Inc

Utilities
Q1 2021 Filed on May 12, 2021
238
$60.34 - $71.84 $14.4K - $17.1K
ALL
Allstate Corp

Financial Services
Q1 2021 Filed on May 12, 2021
46
$103.21 - $117.27 $4.75K - $5.39K
AIG
American International Group, Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
147
$37.13 - $48.44 $5.46K - $7.12K
ARL
American Realty Investors Inc

Real Estate
Q1 2021 Filed on May 12, 2021
51
$8.57 - $11.25 $437 - $574
AWR
American States Water CO

Utilities
Q1 2021 Filed on May 12, 2021
1,600
$70.64 - $82.17 $113K - $131K
AVY
Avery Dennison Corp

Industrials
Q1 2021 Filed on May 12, 2021
351
$148.67 - $185.18 $52.2K - $65K
BOH
Bank Of Hawaii Corp

Financial Services
Q1 2021 Filed on May 12, 2021
92
$77.06 - $96.16 $7.09K - $8.85K
BMRC
Bank Of Marin Bancorp

Financial Services
Q1 2021 Filed on May 12, 2021
2,000
$34.86 - $41.51 $69.7K - $83K
BMO
Bank Of Montreal

Financial Services
Q1 2021 Filed on May 12, 2021
233
$74.31 - $89.94 $17.3K - $21K
BNS
Bank Of Nova Scotia

Financial Services
Q1 2021 Filed on May 12, 2021
303
$52.96 - $63.7 $16K - $19.3K
BBSI
Barrett Business Services Inc

Industrials
Q1 2021 Filed on May 12, 2021
881
$63.05 - $74.61 $55.5K - $65.7K
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on May 12, 2021
504
$76.38 - $86.03 $38.5K - $43.4K
BSX
Boston Scientific Corp

Healthcare
Q1 2021 Filed on May 12, 2021
965
$35.27 - $39.67 $34K - $38.3K
CGC
Canopy Growth Corp

Healthcare
Q1 2021 Filed on May 12, 2021
5,091
$26.12 - $52.17 $133K - $266K
CC
Chemours CO

Basic Materials
Q1 2021 Filed on May 12, 2021
126
$23.53 - $28.74 $2.96K - $3.62K
CINF
Cincinnati Financial Corp

Financial Services
Q1 2021 Filed on May 12, 2021
79
$83.7 - $108.93 $6.61K - $8.61K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
75
$84.91 - $108.86 $6.37K - $8.16K
CMC
Commercial Metals CO

Basic Materials
Q1 2021 Filed on May 12, 2021
106
$19.69 - $31.74 $2.09K - $3.36K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 12, 2021
291
$32.91 - $38.69 $9.58K - $11.3K
CNDT
Conduent Inc

Technology
Q1 2021 Filed on May 12, 2021
40
$4.67 - $7.08 $187 - $283
GLW
Corning Inc

Technology
Q1 2021 Filed on May 12, 2021
965
$34.92 - $43.6 $33.7K - $42.1K
CMI
Cummins Inc

Industrials
Q1 2021 Filed on May 12, 2021
224
$221.37 - $275.99 $49.6K - $61.8K
DTE
Dte Energy CO

Utilities
Q1 2021 Filed on May 12, 2021
125
$100.19 - $114.06 $12.5K - $14.3K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
75
$112.1 - $148.98 $8.41K - $11.2K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
240
$37.82 - $50.99 $9.08K - $12.2K
DG
Dollar General Corp

Consumer Defensive
Q1 2021 Filed on May 12, 2021
203
$178.14 - $218.38 $36.2K - $44.3K
DRE
Duke Realty Corp

Real Estate
Q1 2021 Filed on May 12, 2021
89
$38.1 - $42.84 $3.39K - $3.81K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
23
$51.5 - $63.84 $1.18K - $1.47K
EIX
Edison International

Utilities
Q1 2021 Filed on May 12, 2021
200
$53.99 - $63.2 $10.8K - $12.6K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
141
$127.21 - $148.97 $17.9K - $21K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2021 Filed on May 12, 2021
2,306
$19.29 - $23.7 $44.5K - $54.7K
Flir Systems Inc
Q1 2021 Filed on May 12, 2021
25
N/A
FAST
Fastenal CO

Industrials
Q1 2021 Filed on May 12, 2021
575
$44.17 - $51.62 $25.4K - $29.7K
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