True Wealth Advisors, LLC First Tr Large Cap Value Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 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 3,854 shares of FTA stock, worth $280,802. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,854
Previous 3,375
14.19%
Holding current value
$280,802
Previous $239,000
23.01%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding FTA
# of Institutions
203Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$154 Million0.01% of portfolio
-
Ubs Group Ag984KShares$71.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC866KShares$63.1 Million0.04% of portfolio
-
Envestnet Asset Management Inc551KShares$40.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$24.5 Million0.0% of portfolio