Tru Wealth Advisors, LLC Purchases and Sells in Q4 2024

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCU	2.6M + 380.78%	$16.32 - $16.99 $42.4M - $44.1M	3.28M $53.7M
BSCS	1.42M + 51.77%	$20.08 - $20.61 $28.6M - $29.3M	4.17M $83.9M
FBND	537K + 44.58%	$44.87 - $46.86 $24.1M - $25.1M	1.74M $78.1M
XMHQ	132K + 193.69%	$98.47 - $109.35 $13M - $14.4M	200K $19.7M
AVUV	111K + 26.95%	$94.37 - $106.41 $10.5M - $11.8M	525K $50.6M
FCX	252K + 1513.45%	$38.08 - $50.82 $9.6M - $12.8M	269K $10.2M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNV	241K New	$42.5 - $58.73 $10.2M - $14.2M	241K $12.3M
ORCC	42.8K New	N/A	42.8K $573K
TLT	4.43K New	$87.1 - $98.49 $386K - $436K	4.43K $386K
ATO	2.19K New	$136.41 - $151.43 $299K - $332K	2.19K $305K
RTX	2.02K New	$114.45 - $127.21 $232K - $257K	2.02K $234K
SCHA	8.25K New	$25.33 - $51.16 $209K - $422K	8.25K $213K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	-296K - 40.67%	$106.56 - $113.11 $31.6M - $33.5M	432K $46.2M
JAAA	-256K - 10.29%	$50.62 - $50.97 $13M - $13.1M	2.24M $113M
IWF	-39.5K - 17.92%	$370.24 - $418.94 $14.6M - $16.5M	181K $72.6M
SHEL	-98.2K - 23.34%	$60.63 - $70.23 $5.96M - $6.9M	323K $20.2M
LLY	-1.65K - 5.0%	$727.2 - $932.06 $1.2M - $1.53M	31.2K $24.1M
COST	-4.87K - 11.71%	$873.59 - $994.69 $4.26M - $4.85M	36.7K $33.6M

Activity Summary All Purchases 92 New Holdings 10 Increased Positions 82 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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