True Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, True Wealth Advisors, LLC holds 15,102 shares of FTSM stock, worth $901,589. This represents 0.37% of its overall portfolio holdings.
Number of Shares
15,102
Previous 47,498
68.2%
Holding current value
$901,589
Previous $2.83 Million
68.23%
% of portfolio
0.37%
Previous 1.2%
Shares
9 transactions
Others Institutions Holding FTSM
# of Institutions
413Shares Held
88.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.3MShares$793 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.18MShares$488 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.04MShares$480 Million0.26% of portfolio
-
Ubs Group Ag4.05MShares$242 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$185 Million0.02% of portfolio