True Wealth Advisors, LLC Purchases and Sells in Q1 2024

True Wealth Advisors, LLC

$240 Million
Q1 2024

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DRSK	119K + 1350.4%	$25.22 - $26.73 $3.01M - $3.19M	128K $3.42M
FTSL	68.1K + 471.62%	$45.8 - $46.4 $3.12M - $3.16M	82.5K $3.81M
SJNK	77.8K + 89.58%	$24.97 - $25.29 $1.94M - $1.97M	165K $4.15M
DBEF	19.2K + 7.62%	$36.74 - $40.97 $706K - $788K	272K $11.1M
ACIO	18.2K + 4.7%	$32.77 - $36.03 $595K - $654K	405K $14.6M
RSP	5.19K + 51.31%	$153.84 - $169.37 $799K - $880K	15.3K $2.59M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGCP	20.8K New	$22.27 - $22.91 $464K - $477K	20.8K $467K
CRM	1.18K New	$251.12 - $316.88 $296K - $374K	1.18K $355K
CAT	945 New	$278.63 - $366.43 $263K - $346K	945 $346K
AMD	1.78K New	$135.32 - $211.38 $241K - $377K	1.78K $321K
MPC	1.58K New	$151.8 - $201.5 $240K - $318K	1.58K $318K
GOOG	1.9K New	$132.56 - $154.84 $251K - $294K	1.9K $288K

Top Sells

Reduced Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	-133K - 26.42%	$24.99 - $25.67 $3.32M - $3.41M	370K $9.36M
OSCV	-86.4K - 51.17%	$32.5 - $35.96 $2.81M - $3.11M	82.4K $2.96M
PFF	-76.8K - 53.22%	$31.12 - $32.54 $2.39M - $2.5M	67.5K $2.18M
SDVY	-75.2K - 23.73%	$31.21 - $34.82 $2.35M - $2.62M	242K $8.41M
FTSM	-32.4K - 68.2%	$59.62 - $59.91 $1.93M - $1.94M	15.1K $900K
SCHD	-26.7K - 20.98%	$75.25 - $80.63 $2.01M - $2.15M	100K $8.1M

Activity Summary All Purchases 91 New Holdings 21 Increased Positions 70 All Sells 101 Reductions 101 Sold out 0 Calls 0 Puts 0

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