True Wealth Advisors, LLC First Tr Exchange Traded Fd Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding FCTR
# of Institutions
51Shares Held
2.03MCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.404KShares$12.6 Million0.58% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT282KShares$8.79 Million4.35% of portfolio
-
Soltis Investment Advisors LLC St. George, UT281KShares$8.76 Million0.98% of portfolio
-
Acg Wealth221KShares$6.87 Million1.32% of portfolio
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Lpl Financial LLC Fort Mill, SC147KShares$4.59 Million0.0% of portfolio