True Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, True Wealth Advisors, LLC holds 6,479 shares of FVD stock, worth $288,380. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,479
Previous 6,335
2.27%
Holding current value
$288,380
Previous $288,000
2.08%
% of portfolio
0.11%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding FVD
# of Institutions
593Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$952 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$782 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$204 Million0.05% of portfolio