True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 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 3,626 shares of CWS stock, worth $226,081. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,626

Holding current value

$226,081

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$57.96 - $63.69 $210,162 - $230,939	3,626 New	3,626 $230,000

Others Institutions Holding CWS

# of Institutions

Shares Held

486K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

85.5K
Shares

$5.33 Million
0.0% of portfolio
Cibc World Market Inc. Toronto, A6

56.4K
Shares

$3.51 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

45.9K
Shares

$2.86 Million
0.01% of portfolio
Mason & Associates Inc

38.9K
Shares

$2.43 Million
0.67% of portfolio
Stifel Financial Corp St. Louis, MO

32.1K
Shares

$2 Million
0.0% of portfolio

View Full List

About ADVISORSHARES TR ADVISORSHARES

Ticker CWS
Sector ETFs
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True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History