True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GEN
Gen Digital Inc Com
Q1 2021 Filed on May 12, 2021
144
N/A
GL
Globe Life Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
26
$90.2 - $101.39 $2.35K - $2.64K
Apollo Global Management Inc
Q1 2021 Filed on May 12, 2021
113
N/A
Pacific Ethanol Inc
Q1 2021 Filed on May 12, 2021
1
N/A
TTEK
Tetra Tech Inc

Industrials
Q1 2021 Filed on May 12, 2021
600
$114.17 - $143.19 $68.5K - $85.9K
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
296
$31.15 - $44.57 $9.22K - $13.2K
TFC
Truist Financial Corp

Financial Services
Q1 2021 Filed on May 12, 2021
1,161
$47.18 - $60.17 $54.8K - $69.9K
XRX
Xerox Holdings Corp

Technology
Q1 2021 Filed on May 12, 2021
164
$20.75 - $26.91 $3.4K - $4.41K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2021 Filed on May 12, 2021
6
$308.39 - $444.51 $1.85K - $2.67K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2021 Filed on May 12, 2021
1,848
$81.34 - $87.82 $150K - $162K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2021 Filed on May 12, 2021
478
$43.89 - $52.63 $21K - $25.2K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
Q1 2021 Filed on May 12, 2021
6,398
$26.49 - $26.83 $169K - $172K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2021 Filed on May 12, 2021
1,378
$72.34 - $76.86 $99.7K - $106K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2021 Filed on May 12, 2021
261
$40.55 - $41.58 $10.6K - $10.9K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2021 Filed on May 12, 2021
876
$87.77 - $97.1 $76.9K - $85.1K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
150
$18.03 - $52.89 $2.7K - $7.93K
CBNK
Capital Bancorp Inc

Financial Services
Q1 2021 Filed on May 12, 2021
100
$13.6 - $20.75 $1.36K - $2.08K
DAN
Dana Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
93
$19.08 - $26.86 $1.77K - $2.5K
HWM
Howmet Aerospace Inc.

Industrials
Q1 2021 Filed on May 12, 2021
703
$23.6 - $32.16 $16.6K - $22.6K
H
Hyatt Hotels Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
41
$65.66 - $91.15 $2.69K - $3.74K
LEN
Lennar Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
51
$73.29 - $102.85 $3.74K - $5.25K
ON
On Semiconductor Corp

Technology
Q1 2021 Filed on May 12, 2021
71
$32.67 - $42.27 $2.32K - $3K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q1 2021 Filed on May 12, 2021
2,500
$9.82 - $17.86 $24.6K - $44.7K
TEX
Terex Corp

Industrials
Q1 2021 Filed on May 12, 2021
41
$34.42 - $48.45 $1.41K - $1.99K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
5
$102.95 - $184.0 $515 - $920
BKR
Baker Hughes CO

Energy
Q1 2021 Filed on May 12, 2021
129
$20.09 - $25.15 $2.59K - $3.24K
WTRG
Essential Utilities, Inc.

Utilities
Q1 2021 Filed on May 12, 2021
2,000
$41.5 - $48.72 $83K - $97.4K
IR
Ingersoll Rand Inc.

Industrials
Q1 2021 Filed on May 12, 2021
1,373
$40.81 - $50.76 $56K - $69.7K
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
20
$202.54 - $243.1 $4.05K - $4.86K
ONEM
1 Life Healthcare Inc

Healthcare
Q1 2021 Filed on May 12, 2021
192
$37.27 - $58.7 $7.16K - $11.3K
ROKU
Roku, Inc

Communication Services
Q1 2021 Filed on May 12, 2021
10
$300.79 - $469.7 $3.01K - $4.7K
PARA
Paramount Global

Communication Services
Q1 2021 Filed on May 12, 2021
61
$36.6 - $100.34 $2.23K - $6.12K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
89
$22.4 - $33.13 $1.99K - $2.95K
TSEM
Tower Semiconductor LTD

Technology
Q1 2021 Filed on May 12, 2021
2,250
$26.0 - $33.2 $58.5K - $74.7K
Navios Maritime Containers LP
Q1 2021 Filed on May 12, 2021
1,000
N/A
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q1 2021 Filed on May 12, 2021
601
$9.7 - $22.31 $5.83K - $13.4K
ASH
Ashland Global Holdings Inc

Basic Materials
Q1 2021 Filed on May 12, 2021
277
$79.1 - $91.91 $21.9K - $25.5K
FSK
Fs Kkr Capital Corp

Financial Services
Q1 2021 Filed on May 12, 2021
3,483
$16.34 - $20.99 $56.9K - $73.1K
JACK
Jack In The Box Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
35
$91.2 - $116.83 $3.19K - $4.09K
NKLA
Nikola Corp

Industrials
Q1 2021 Filed on May 12, 2021
1,384
$13.79 - $28.58 $19.1K - $39.6K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
404
$128.93 - $147.23 $52.1K - $59.5K
PAA
Plains All American Pipeline LP

Energy
Q1 2021 Filed on May 12, 2021
7,234
$8.18 - $10.52 $59.2K - $76.1K
ARNC
Arconic Corp

Industrials
Q1 2021 Filed on May 12, 2021
175
$21.92 - $31.05 $3.84K - $5.43K
Fs Kkr Capital Corp. Ii
Q1 2021 Filed on May 12, 2021
1,734
N/A
KBR
Kbr, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
359
$28.96 - $38.39 $10.4K - $13.8K
Moleculin Biotech Inc Com
Q1 2021 Filed on May 12, 2021
2,500
N/A
NRZ
New Residential Investment Corp.

Real Estate
Q1 2021 Filed on May 12, 2021
309
$9.39 - $11.33 $2.9K - $3.5K
PCB
Pcb Bancorp

Financial Services
Q1 2021 Filed on May 12, 2021
200
$10.1 - $16.31 $2.02K - $3.26K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
20
$101.35 - $167.42 $2.03K - $3.35K
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