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Name: |
TrueWealth Advisors LLC |
City: |
BIRMINGHAM |
State: |
AL |
Zip: |
35244 |
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data |
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Holdings
Found :
10 |
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Closed Positions |
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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 |
|
IEMG |
Ishares Core Msci Emerging ... |
209 |
Closed |
$53.25 |
$0 |
0 |
0% |
-267,000 |
-5,276 |
0 |
N/A |
|
SCHE |
Schwab Emerging Markets Equ... |
215 |
Closed |
$26.23 |
$0 |
0 |
0% |
-202,000 |
-8,148 |
0 |
N/A |
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BKT |
Blackrock Income Trust Inc |
214 |
Closed |
$11.56 |
$0 |
0 |
0% |
-140,000 |
-11,495 |
0 |
Closed - End Fund - Debt |
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VCR |
Vanguard Cnsmr Discre VIPERs |
213 |
Closed |
$310.11 |
$0 |
0 |
0% |
-218,000 |
-716 |
0 |
Closed - End Fund - E... |
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SLYG |
SPDR Dow Jones Wilshire Sma... |
212 |
Closed |
$87.16 |
$0 |
0 |
0% |
-248,000 |
-2,966 |
0 |
Closed - End Fund - E... |
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TFLO |
Ishares Treasury Floating R... |
218 |
Closed |
$0.00 |
$0 |
0 |
0% |
-262,000 |
-5,193 |
0 |
N/A |
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USB |
US Bancorp Delaware |
211 |
Closed |
$41.54 |
$0 |
0 |
0% |
-219,000 |
-5,056 |
0 |
Domestic Regional Banks |
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ACN |
Accenture Plc |
217 |
Closed |
$306.61 |
$0 |
0 |
0% |
-209,000 |
-596 |
0 |
Management Services |
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FBHS |
Fortune Brands Home & Secur... |
210 |
Closed |
$75.10 |
$0 |
0 |
0% |
-272,000 |
-3,577 |
0 |
Security & Protection... |
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XMLV |
Invesco S&P MidCap Low Vola... |
216 |
Closed |
$56.48 |
$0 |
0 |
0% |
-244,000 |
-4,585 |
0 |
N/A |
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