True Wealth Advisors, LLC First Tr Exchange Traded Fd Put Options Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FCTR
# of Institutions
51Shares Held
2.03MCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.404KShares$12.7 Million0.58% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT282KShares$8.85 Million4.35% of portfolio
-
Soltis Investment Advisors LLC St. George, UT281KShares$8.83 Million0.98% of portfolio
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Acg Wealth221KShares$6.92 Million1.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$4.62 Million0.0% of portfolio