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Company Main View
Name:
TruWealth Advisors LLC
City:
METAIRIE
State:
LA
Zip:
70002
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$1,433,722,000
Total Value Change :
$123,862,000
Securities Held Change :
13
All Securities Held :
164
New Positions
:
16
Closed Positions
:
3
Increased Positions
:
92
Unchanged Positions
:
17
Decreased Positions
:
39
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
BA
Boeing Co
167
Closed
$181.25
$0
0
0%
-8,580,000
-32,915
0
Aerospace/Defense - M...
XLP
SPDR Consmr Stpls Sector
166
Closed
$77.18
$0
0
0%
-207,000
-2,876
0
Closed - End Fund - E...
BSV
Vanguard Short-Term Bond
165
Closed
$76.28
$0
0
0%
-204,000
-2,649
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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