True Wealth Advisors, LLC First Trust Developed Markets Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,086 shares of FDT stock, worth $236,865. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,086
Previous 4,042
1.09%
Holding current value
$236,865
Previous $233,000
5.58%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding FDT
# of Institutions
133Shares Held
5.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.04MShares$60.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC476KShares$27.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc468KShares$27.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA279KShares$16.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL233KShares$13.5 Million0.0% of portfolio