True Wealth Advisors, LLC Purchases and Sells in Q3 2024

True Wealth Advisors, LLC

$271 Million
Q3 2024

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	19.5K + 4.08%	$36.82 - $39.74 $719K - $776K	498K $19.8M
VGIT	19.6K + 290.58%	$57.8 - $60.8 $1.13M - $1.19M	26.3K $1.59M
SFBS	7 + 0.01%	$60.39 - $86.36 $423 - $605	65.8K $5.3M
RSP	4.82K + 27.69%	$162.83 - $179.16 $785K - $863K	22.2K $3.98M
DRSK	29.5K + 13.6%	$26.97 - $28.55 $796K - $843K	247K $6.98M
IGRO	3.16K + 4.65%	$66.7 - $75.25 $211K - $238K	71.2K $5.31M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XMHQ	46.7K New	$94.31 - $103.26 $4.4M - $4.82M	46.7K $4.79M
FBND	98.8K New	$44.65 - $47.21 $4.41M - $4.66M	98.8K $4.62M
UCON	111K New	$24.39 - $25.28 $2.71M - $2.81M	111K $2.8M
AMGN	1.68K New	$309.38 - $337.38 $521K - $568K	1.68K $542K
CL	3.84K New	$95.54 - $108.77 $367K - $418K	3.84K $398K
LDOS	2.4K New	$142.66 - $163.02 $343K - $392K	2.4K $391K

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	-136K - 40.05%	$24.86 - $26.33 $3.38M - $3.58M	204K $5.32M
SJNK	-46K - 26.22%	$24.8 - $25.75 $1.14M - $1.19M	130K $3.34M
SPY	-3.74K - 7.58%	$517.38 - $573.86 $1.94M - $2.15M	45.6K $26.2M
CVX	-3.82K - 32.6%	$137.88 - $161.97 $526K - $618K	7.89K $1.16M
SDVY	-41.3K - 13.87%	$32.65 - $36.69 $1.35M - $1.52M	257K $9.34M
TPLC	-12.2K - 48.53%	$39.98 - $43.99 $489K - $538K	13K $570K

Activity Summary All Purchases 122 New Holdings 22 Increased Positions 100 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.