True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2021 Filed on May 12, 2021
2,040
$70.92 - $74.68 $145K - $152K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q1 2021 Filed on May 12, 2021
3,000
$4.07 - $4.58 $12.2K - $13.7K
American International Group Inc
Q1 2021 Filed on May 12, 2021
2
N/A
CI
Cigna Corp

Healthcare
Q1 2021 Filed on May 12, 2021
217
$203.27 - $247.55 $44.1K - $53.7K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 12, 2021
2,000
N/A
CUZ
Cousins Properties Inc

Real Estate
Q1 2021 Filed on May 12, 2021
39
$31.39 - $36.65 $1.22K - $1.43K
DOW
Dow Inc.

Basic Materials
Q1 2021 Filed on May 12, 2021
1,588
$51.9 - $66.01 $82.4K - $105K
BEN
Franklin Resources Inc

Financial Services
Q1 2021 Filed on May 12, 2021
1,250
$24.28 - $30.26 $30.4K - $37.8K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2021 Filed on May 12, 2021
855
$88.45 - $112.7 $75.6K - $96.4K
Micro Focus International PLC
Q1 2021 Filed on May 12, 2021
169
N/A
NNN
National Retail Properties, Inc.

Real Estate
Q1 2021 Filed on May 12, 2021
1,000
$38.65 - $45.6 $38.7K - $45.6K
SAIC
Science Applications International Corp

Technology
Q1 2021 Filed on May 12, 2021
357
$80.0 - $103.1 $28.6K - $36.8K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q1 2021 Filed on May 12, 2021
625
$81.28 - $104.34 $50.8K - $65.2K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on May 12, 2021
5
$72.06 - $83.7 $360 - $419
ARCC
Ares Capital Corp

Financial Services
Q1 2021 Filed on May 12, 2021
614
$16.51 - $19.23 $10.1K - $11.8K
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2021 Filed on May 12, 2021
2,310
$26.66 - $41.05 $61.6K - $94.8K
OFC
Corporate Office Properties Trust

Real Estate
Q1 2021 Filed on May 12, 2021
960
$24.8 - $28.19 $23.8K - $27.1K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on May 12, 2021
330
$38.35 - $47.91 $12.7K - $15.8K
DELL
Dell Technologies Inc.

Technology
Q1 2021 Filed on May 12, 2021
17
$36.1 - $46.26 $614 - $786
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2021 Filed on May 12, 2021
341
$68.69 - $86.36 $23.4K - $29.4K
EQNR
Equinor Asa

Energy
Q1 2021 Filed on May 12, 2021
1,824
$16.87 - $20.71 $30.8K - $37.8K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
2
$36.12 - $53.5 $72.2 - $107
NGS
Natural Gas Services Group Inc

Energy
Q1 2021 Filed on May 12, 2021
3,820
$8.07 - $10.4 $30.8K - $39.7K
OGI
Organigram Holdings Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
5,000
$1.46 - $6.0 $7.3K - $30K
PNM
Pnm Resources Inc

Utilities
Q1 2021 Filed on May 12, 2021
550
$47.1 - $49.14 $25.9K - $27K
PAYS
Paysign, Inc.

Technology
Q1 2021 Filed on May 12, 2021
5,000
$3.93 - $5.49 $19.7K - $27.5K
PSEC
Prospect Capital Corp

Financial Services
Q1 2021 Filed on May 12, 2021
2,924
$5.51 - $7.98 $16.1K - $23.3K
RDFN
Redfin Corp

Real Estate
Q1 2021 Filed on May 12, 2021
280
$59.28 - $96.59 $16.6K - $27K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
55
$21.29 - $31.51 $1.17K - $1.73K
TDC
Teradata Corp

Technology
Q1 2021 Filed on May 12, 2021
200
$22.23 - $53.76 $4.45K - $10.8K
TWLO
Twilio Inc

Communication Services
Q1 2021 Filed on May 12, 2021
15
$315.08 - $443.49 $4.73K - $6.65K
WCN
Waste Connections, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
700
$97.54 - $108.12 $68.3K - $75.7K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
442
$12.93 - $41.34 $5.72K - $18.3K
Fiat Chrysler Automobiles Nv
Q1 2021 Filed on May 12, 2021
156
N/A
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2021 Filed on May 12, 2021
2
$70.61 - $76.36 $141 - $153
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 12, 2021
5
$89.06 - $136.0 $445 - $680
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
6
$171.51 - $203.08 $1.03K - $1.22K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q1 2021 Filed on May 12, 2021
9,750
$6.81 - $7.38 $66.4K - $72K
AVT
Avnet Inc

Technology
Q1 2021 Filed on May 12, 2021
383
$35.31 - $41.51 $13.5K - $15.9K
ACLS
Axcelis Technologies Inc

Technology
Q1 2021 Filed on May 12, 2021
454
$28.6 - $42.82 $13K - $19.4K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q1 2021 Filed on May 12, 2021
101
$76.68 - $97.84 $7.74K - $9.88K
Bristol Myers Squibb Contingent Rts
Q1 2021 Filed on May 12, 2021
62
N/A
CRNC
Cerence Inc.

Technology
Q1 2021 Filed on May 12, 2021
250
$84.14 - $133.43 $21K - $33.4K
CIEN
Ciena Corp

Technology
Q1 2021 Filed on May 12, 2021
1,150
$48.87 - $57.24 $56.2K - $65.8K
ED
Consolidated Edison Inc

Utilities
Q1 2021 Filed on May 12, 2021
534
$65.65 - $75.45 $35.1K - $40.3K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
1,250
$28.36 - $41.23 $35.5K - $51.5K
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