A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Iv LTD Duration I stock. As of the latest transaction made, True Wealth Advisors, LLC holds 12,285 shares of FSIG stock, worth $230,343. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,285
Previous 11,630 5.63%
Holding current value
$230,343
Previous $220,000 4.55%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$18.72 - $19.01 $12,261 - $12,451
655 Added 5.63%
12,285 $230,000
Q4 2023

Feb 08, 2024

SELL
$18.23 - $18.98 $13,253 - $13,798
-727 Reduced 5.88%
11,630 $220,000
Q3 2023

Nov 07, 2023

SELL
$18.34 - $18.75 $16,175 - $16,537
-882 Reduced 6.66%
12,357 $227,000
Q2 2023

Jul 31, 2023

BUY
$18.6 - $18.93 $246,245 - $250,614
13,239 New
13,239 $246,000

Others Institutions Holding FSIG

About FIRST TR ETF IV LTD DURATION I


  • Ticker FSIG
More about FSIG
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.