True Wealth Advisors, LLC Trimtabs ETF Tr Donoghue Forli Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding DFRA
# of Institutions
18Shares Held
1.85MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc968KShares$00.0% of portfolio
-
Mml Investors Services, LLC Springfield, MA313KShares$00.04% of portfolio
-
Donoghue Forlines LLC190KShares$00.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL184KShares$00.0% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA36.8KShares$00.0% of portfolio