True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,458 shares of CWS stock, worth $288,165. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,458
Previous 3,999
11.48%
Holding current value
$288,165
Previous $248,000
23.39%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding CWS
# of Institutions
47Shares Held
635KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC119KShares$7.68 Million0.0% of portfolio
-
Cibc World Market Inc. Toronto, A686.7KShares$5.61 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO66.6KShares$4.3 Million0.0% of portfolio
-
Kestra Advisory Services, LLC40.6KShares$2.62 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ36.6KShares$2.37 Million0.01% of portfolio