True Wealth Advisors, LLC First Tr Large Cap Value Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,165 shares of FTA stock, worth $330,534. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,165

Previous 4,210 1.07%

Holding current value

$330,534

Previous $333,000 4.5%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$75.21 - $83.49 $3,384 - $3,757	-45 Reduced 1.07%	4,165 $318,000
Q3 2024 Oct 29, 2024	BUY	$72.76 - $79.13 $4,874 - $5,301	67 Added 1.62%	4,210 $333,000
Q2 2024 Jul 24, 2024	BUY	$72.36 - $76.0 $20,912 - $21,964	289 Added 7.5%	4,143 $304,000
Q1 2024 Apr 23, 2024	BUY	$69.01 - $76.38 $33,055 - $36,586	479 Added 14.19%	3,854 $294,000
Q4 2023 Feb 08, 2024	SELL	$61.6 - $71.44 $59,382 - $68,868	-964 Reduced 22.22%	3,375 $239,000
Q3 2023 Nov 07, 2023	BUY	$64.61 - $70.36 $10,596 - $11,539	164 Added 3.93%	4,339 $281,000
Q2 2023 Jul 31, 2023	BUY	$62.32 - $67.04 $260,186 - $279,892	4,175 New	4,175 $278,000

Others Institutions Holding FTA

# of Institutions

209

Shares Held

10.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

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True Wealth Advisors, LLC First Tr Large Cap Value Transaction History