True Wealth Advisors, LLC Donoghue Forlines Risk Managed Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
Shares
7 transactions
Others Institutions Holding DFNV
# of Institutions
20Shares Held
1.83MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc780KShares$24.9 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA260KShares$8.3 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL251KShares$8.02 Million0.01% of portfolio
-
Donoghue Forlines LLC156KShares$4.99 Million1.42% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL150KShares$4.77 Million0.3% of portfolio