True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WRK
West Rock CO

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
3,428
$40.7 - $53.58 $140K - $184K
XEL
Xcel Energy Inc

Utilities
Q1 2021 Filed on May 12, 2021
1,422
$58.03 - $67.0 $82.5K - $95.3K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
213
$55.98 - $64.35 $11.9K - $13.7K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
212
$148.16 - $159.71 $31.4K - $33.9K
ZTS
Zoetis Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
690
$144.0 - $169.39 $99.4K - $117K
ADNT
Adient PLC

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
55
$31.31 - $48.0 $1.72K - $2.64K
ALLE
Allegion PLC

Industrials
Q1 2021 Filed on May 12, 2021
457
$107.01 - $126.75 $48.9K - $57.9K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2021 Filed on May 12, 2021
112
$32.68 - $36.19 $3.66K - $4.05K
IGT
International Game Technology PLC

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
520
$15.39 - $19.71 $8K - $10.2K
IVZ
Invesco Ltd.

Financial Services
Q1 2021 Filed on May 12, 2021
1,425
$16.95 - $26.0 $24.2K - $37.1K
JCI
Johnson Controls International PLC

Industrials
Q1 2021 Filed on May 12, 2021
1,273
$46.18 - $62.29 $58.8K - $79.3K
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on May 12, 2021
63
$22.15 - $29.93 $1.4K - $1.89K
PRGO
Perrigo CO PLC

Healthcare
Q1 2021 Filed on May 12, 2021
15
$40.36 - $46.12 $605 - $692
CRSP
Crispr Therapeutics Ag

Healthcare
Q1 2021 Filed on May 12, 2021
100
$110.72 - $210.04 $11.1K - $21K
RIG
Transocean Ltd.

Energy
Q1 2021 Filed on May 12, 2021
26
$2.32 - $4.68 $60.3 - $122
SPOT
Spotify Technology S.A.

Communication Services
Q1 2021 Filed on May 12, 2021
10
$252.59 - $364.59 $2.53K - $3.65K
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
17
$187.78 - $227.01 $3.19K - $3.86K
CPA
Copa Holdings, S.A.

Industrials
Q1 2021 Filed on May 12, 2021
80
$72.82 - $93.92 $5.83K - $7.51K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
100
$65.0 - $96.66 $6.5K - $9.67K
FLEX
Flex Ltd.

Technology
Q1 2021 Filed on May 12, 2021
136
$16.4 - $19.85 $2.23K - $2.7K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q1 2021 Filed on May 12, 2021
9
$38.68 - $42.12 $348 - $379
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2021 Filed on May 12, 2021
9
$37.95 - $41.59 $342 - $374
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2021 Filed on May 12, 2021
1,620
$68.94 - $76.22 $112K - $123K
IYH
Ishares Tr

ETFs
Q1 2021 Filed on May 12, 2021
10
$239.92 - $258.36 $2.4K - $2.58K
EXI
Ishares Global Industrials ETF

ETFs
Q1 2021 Filed on May 12, 2021
81
$103.74 - $116.07 $8.4K - $9.4K
ITB
Ishares Tr

ETFs
Q1 2021 Filed on May 12, 2021
288
$54.6 - $68.53 $15.7K - $19.7K
IHE
Ishares Tr

ETFs
Q1 2021 Filed on May 12, 2021
40
$171.78 - $186.35 $6.87K - $7.45K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2021 Filed on May 12, 2021
81
$46.87 - $50.05 $3.8K - $4.05K
VV
Vanguard Large Cap ETF

ETFs
Q1 2021 Filed on May 12, 2021
1,029
$173.39 - $186.2 $178K - $192K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2021 Filed on May 12, 2021
258
$162.25 - $187.63 $41.9K - $48.4K
VB
Vanguard Small Cap ETF

ETFs
Q1 2021 Filed on May 12, 2021
64
$191.53 - $223.48 $12.3K - $14.3K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2021 Filed on May 12, 2021
23
$138.36 - $187.47 $3.18K - $4.31K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
Q1 2021 Filed on May 12, 2021
38
$38.45 - $61.84 $1.46K - $2.35K
TNA
Direxion Daily Small Cap Bull

ETFs
Q1 2021 Filed on May 12, 2021
20
$63.57 - $108.41 $1.27K - $2.17K
CURE
Direxion Daily Healthcare Bull

ETFs
Q1 2021 Filed on May 12, 2021
13
$70.75 - $87.68 $920 - $1.14K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2021 Filed on May 12, 2021
207
$53.92 - $62.84 $11.2K - $13K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2021 Filed on May 12, 2021
1,752
$59.97 - $60.06 $105K - $105K
LEGR
First Tr ETF Indxx Innovation

ETFs
Q1 2021 Filed on May 12, 2021
2,168
$37.48 - $41.01 $81.3K - $88.9K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 12, 2021
435
$45.75 - $49.43 $19.9K - $21.5K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 12, 2021
128
$131.4 - $153.47 $16.8K - $19.6K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2021 Filed on May 12, 2021
1,332
$53.92 - $58.74 $71.8K - $78.2K
SLV
I Shares Silver Trust

ETFs
Q1 2021 Filed on May 12, 2021
956
$22.26 - $26.76 $21.3K - $25.6K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2021 Filed on May 12, 2021
2,576
$40.76 - $44.74 $105K - $115K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2021 Filed on May 12, 2021
120
$32.08 - $33.07 $3.85K - $3.97K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2021 Filed on May 12, 2021
263
$40.61 - $44.6 $10.7K - $11.7K
DWM
Wisdomtree Tr

ETFs
Q1 2021 Filed on May 12, 2021
739
$50.35 - $53.3 $37.2K - $39.4K
LIN
Linde PLC

Basic Materials
Q1 2021 Filed on May 12, 2021
427
$242.91 - $281.4 $104K - $120K
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2021 Filed on May 12, 2021
175
$34.56 - $38.32 $6.05K - $6.71K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2021 Filed on May 12, 2021
30
$104.47 - $119.79 $3.13K - $3.59K
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