True Wealth Advisors, LLC Sells in Q3 2024

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-29
- 1.14%
$197.34 - $237.68 $5.72K - $6.89K
2.51K $566K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.29K
- 5.35%
$60.84 - $67.51 $78.5K - $87.1K
22.8K $1.54M
RF
Regions Financial Corp

Financial Services
-3.16K
- 14.29%
$19.51 - $23.42 $61.7K - $74K
19K $442K
Linde PLC
-3
- 0.41%
N/A
727 $0
JUCY
ETF Ser Solutions Aptus Enhanc
-28K
- 27.8%
N/A
72.8K $0
FSIG
First Tr ETF Iv LTD Duration I
-130
- 1.15%
$18.72 - $19.32 $2.43K - $2.51K
11.2K $214K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-190
- 4.43%
$57.32 - $62.65 $10.9K - $11.9K
4.1K $255K
GLD
Spdr Gold Trust

ETFs
-106
- 9.69%
$215.56 - $246.98 $22.8K - $26.2K
988 $240K
GD
General Dynamics Corp

Industrials
-35
- 2.06%
$279.51 - $308.09 $9.78K - $10.8K
1.67K $503K
CHE
Chemed Corp

Healthcare
-24
- 5.71%
$527.82 - $600.97 $12.7K - $14.4K
396 $237K
ETN
Eaton Corp PLC

Industrials
-59
- 3.23%
$272.52 - $333.02 $16.1K - $19.6K
1.77K $585K
XLI
Industrial Sector Spdr

ETFs
-127
- 5.65%
$120.56 - $135.44 $15.3K - $17.2K
2.12K $287K
MGC
Vanguard Mega Cap ETF

ETFs
-137
- 2.55%
$185.93 - $206.64 $25.5K - $28.3K
5.25K $1.08M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-21
- 0.5%
$70.04 - $77.47 $1.47K - $1.63K
4.2K $325K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-77
- 1.95%
$117.9 - $128.2 $9.08K - $9.87K
3.88K $497K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-43
- 0.47%
$47.12 - $51.72 $2.03K - $2.22K
9.07K $463K
ABBV
Abb Vie Inc.

Healthcare
-43
- 2.69%
$163.84 - $199.33 $7.05K - $8.57K
1.56K $307K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-22
- 0.2%
$92.63 - $105.69 $2.04K - $2.33K
10.8K $1.13M
RTX
Raytheon Technologies Corp

Industrials
-53
- 2.65%
$99.55 - $123.34 $5.28K - $6.54K
1.95K $235K
XLU
Utilities Sector Spdr

ETFs
-1.07K
- 10.96%
$67.67 - $80.78 $72.5K - $86.6K
8.71K $703K
IVE
Ishares S&P 500 Value ETF

ETFs
-129
- 2.81%
$181.06 - $197.17 $23.4K - $25.4K
4.46K $880K
IWD
Ishares Russell 1000 Val ETF

ETFs
-6
- 0.19%
$173.36 - $189.8 $1.04K - $1.14K
3.15K $597K
MDIV
First Trust Multi Asset Divers

ETFs
-273
- 0.36%
$15.69 - $16.76 $4.28K - $4.58K
75.8K $1.26M
AXP
American Express CO

Financial Services
-38
- 1.95%
$225.92 - $271.17 $8.58K - $10.3K
1.91K $518K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-155
- 1.02%
$44.07 - $50.57 $6.83K - $7.84K
15.1K $762K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.35K
- 2.3%
$54.98 - $59.51 $74.4K - $80.5K
57.6K $3.43M
LMT
Lockheed Martin Corp

Industrials
-12
- 1.5%
$460.3 - $584.56 $5.52K - $7.01K
788 $460K
VO
Vanguard Mid Cap ETF

ETFs
-112
- 2.05%
$237.84 - $263.83 $26.6K - $29.5K
5.35K $1.41M
AAPL
Apple Inc.

Technology
-292
- 2.31%
$207.23 - $234.82 $60.5K - $68.6K
12.4K $2.88M
IBM
International Business Machines Corp

Technology
-83
- 1.64%
$175.1 - $223.38 $14.5K - $18.5K
4.97K $1.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.47K
- 4.81%
$77.02 - $85.06 $345K - $380K
88.6K $7.49M
Activity Summary
Buys All Purchases 122 New Holdings 22 Increased Positions 100 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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