True Wealth Advisors, LLC First Trust Developed Markets Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 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 4,042 shares of FDT stock, worth $226,149. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,042
Previous 3,830
5.54%
Holding current value
$226,149
Previous $210,000
10.95%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FDT
# of Institutions
123Shares Held
5.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$63.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc465KShares$26 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC430KShares$24 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA360KShares$20.1 Million0.0% of portfolio
-
Ubs Group Ag204KShares$11.4 Million0.0% of portfolio