True Wealth Advisors, LLC First Tr Large Cap Value Call Options Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FTA
# of Institutions
211Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$160 Million0.01% of portfolio
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Ubs Group Ag878KShares$68 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC797KShares$61.7 Million0.03% of portfolio
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Envestnet Asset Management Inc545KShares$42.2 Million0.01% of portfolio
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Kaydan Wealth Management, Inc. Fenton, MI374KShares$29 Million8.74% of portfolio