True Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 38,253 shares of FPE stock, worth $668,662. This represents 0.28% of its overall portfolio holdings.
Number of Shares
38,253
Previous 36,628
4.44%
Holding current value
$668,662
Previous $617,000
7.29%
% of portfolio
0.28%
Previous 0.26%
Shares
13 transactions
Others Institutions Holding FPE
# of Institutions
426Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$830 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$304 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$197 Million0.05% of portfolio
-
Ubs Group Ag10.6MShares$186 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$183 Million0.1% of portfolio