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Value $
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$824M
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Signature - Title
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Steve Altman - CCO
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Location
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Salem, OR
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Summary
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This page shows a list of all the recent 13F filings made by TRUE Private Wealth Advisors. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. TRUE Private Wealth Advisors reported 224 stock holdings with total value $824M as of Q4 2024. Top holdings included IXUS, AGZ, RSP, FLOT, and FDL.