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 $288,056. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,479
Previous 6,335
2.27%
Holding current value
$288,056
Previous $288,000
2.08%
% of portfolio
0.11%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding FVD
# of Institutions
622Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$327 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$298 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$296 Million0.07% of portfolio