True Wealth Advisors, LLC Closed Holding Positions

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ELY
Callaway Golf CO

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
8,325
$17.96 - $23.82 $150K - $198K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Jul 27, 2022
2,502
$88.4 - $105.81 $221K - $265K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 27, 2022
5,142
$31.92 - $38.05 $164K - $196K
TTAC
Fcf Us Quality ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
4,289
$43.77 - $52.43 $188K - $225K
IFRA
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
18,961
$32.87 - $39.92 $623K - $757K
DFHY
Donoghue Forlines Tactical Hig

ETFs
Q2 2022 Filed on Jul 27, 2022
19,223
$21.05 - $23.21 $405K - $446K
DFNV
Donoghue Forlines Risk Managed

ETFs
Q2 2022 Filed on Jul 27, 2022
11,693
$21.03 - $27.18 $246K - $318K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Jul 27, 2022
3,408
$44.6 - $58.78 $152K - $200K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
2,751
$105.82 - $134.76 $291K - $371K
FCTR
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Jul 27, 2022
33,040
$26.48 - $33.07 $875K - $1.09M
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 27, 2022
2,049
$93.29 - $138.58 $191K - $284K
MSCI
Msci Inc.

Financial Services
Q2 2022 Filed on Jul 27, 2022
453
$379.08 - $519.51 $172K - $235K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q2 2022 Filed on Jul 27, 2022
12,144
$12.64 - $14.99 $154K - $182K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2022 Filed on Jul 27, 2022
488
$500.9 - $612.21 $244K - $299K
TTAI
Fcf International Quality ETF
Q2 2022 Filed on Jul 27, 2022
6,717
N/A
DFRA
Trimtabs ETF Tr Donoghue Forli
Q2 2022 Filed on Jul 27, 2022
9,749
N/A
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
2,539
$84.66 - $98.11 $215K - $249K
SHAG
Wisdomtree Yield Enhanced U.S.
Q2 2022 Filed on Jul 27, 2022
3,977
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Jul 27, 2022
1,933
$134.63 - $189.39 $260K - $366K
Peoples United Financial Inc
Q2 2022 Filed on Jul 27, 2022
10,000
N/A
MA
Mastercard Inc

Financial Services
Q2 2022 Filed on Jul 27, 2022
783
$308.78 - $378.83 $242K - $297K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
5,988
$33.53 - $45.38 $201K - $272K
XLF
Financial Sector Spdr

ETFs
Q3 2021 Filed on Oct 25, 2021
8,958
$35.11 - $39.0 $315K - $349K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 25, 2021
9,323
$21.83 - $22.12 $204K - $206K
IXG
Ishares Global Fin'L ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
3,069
$74.07 - $80.93 $227K - $248K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q3 2021 Filed on Oct 25, 2021
4,738
$56.59 - $57.62 $268K - $273K
MLN
Vaneck Long Muni ETF

ETFs
Q2 2021 Filed on Jul 23, 2021
14,602
$21.39 - $21.98 $312K - $321K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2021 Filed on Jul 23, 2021
7,019
$30.6 - $30.67 $215K - $215K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2021 Filed on Jul 23, 2021
3,066
$129.85 - $134.36 $398K - $412K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q2 2021 Filed on Jul 23, 2021
5,253
$42.87 - $44.22 $225K - $232K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on Apr 22, 2021
49,829
$38.5 - $45.06 $1.92M - $2.25M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2021 Filed on Apr 22, 2021
6,873
$70.92 - $74.68 $487K - $513K
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