Tru Wealth Advisors, LLC Closed Holding Positions

Tru Wealth Advisors, LLC

  • $1.8 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2022 Filed on Jul 22, 2022
626
$298.72 - $351.53 $187K - $220K
FSK
Fs Kkr Capital Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
10,616
$18.37 - $23.1 $195K - $245K
MRO
Marathon Oil Corp

Energy
Q2 2022 Filed on Jul 22, 2022
10,404
$22.02 - $32.17 $229K - $335K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2022 Filed on Apr 27, 2022
11,636
$44.13 - $51.72 $513K - $602K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on Apr 27, 2022
19,063
$41.54 - $50.85 $792K - $969K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on Apr 27, 2022
4,598
$79.77 - $90.53 $367K - $416K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 27, 2022
229,337
$44.64 - $55.71 $10.2M - $12.8M
Royal Dutch Shell PLC
Q1 2022 Filed on Apr 27, 2022
213,407
N/A
C
Citigroup Inc

Financial Services
Q1 2022 Filed on Apr 27, 2022
7,833
$53.4 - $67.84 $418K - $531K
HWC
Hancock Whitney Corp

Financial Services
Q4 2021 Filed on Jan 19, 2022
5,318
$46.15 - $53.18 $245K - $283K
General Electric CO
Q3 2021 Filed on Oct 29, 2021
19,377
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Jul 29, 2021
3,784
$157.67 - $176.2 $597K - $667K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 29, 2021
20,412
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 29, 2021
15,513
N/A
RIG
Transocean Ltd.

Energy
Q2 2021 Filed on Jul 29, 2021
13,891
$3.13 - $4.65 $43.5K - $64.6K
WEN
Wendy'S CO

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
10,755
$20.73 - $28.87 $223K - $310K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2021 Filed on May 10, 2021
1,650
$193.5 - $234.42 $319K - $387K
NOC
Northrop Grumman Corp

Industrials
Q1 2021 Filed on May 10, 2021
23,622
$286.61 - $323.64 $6.77M - $7.65M
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