True Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 5,911 shares of FVD stock, worth $268,714. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,911
Previous 6,230
5.12%
Holding current value
$268,714
Previous $263,000
8.75%
% of portfolio
0.1%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.02 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$843 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$234 Million0.06% of portfolio