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

True Wealth Advisors, LLC

  • $271 Million
  • Q3 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 4,210 shares of FTA stock, worth $340,378. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,210
Previous 4,143 1.62%
Holding current value
$340,378
Previous $304,000 9.54%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
211
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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