True Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,643 shares of HDV stock, worth $284,915. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,643
Previous 2,643
-0.0%
Holding current value
$284,915
Previous $269,000
8.18%
% of portfolio
0.12%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding HDV
# of Institutions
763Shares Held
42.8MCall Options Held
938KPut Options Held
27.4K-
Bank Of America Corp Charlotte, NC4.74MShares$511 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.1MShares$334 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$324 Million7.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.85MShares$200 Million0.11% of portfolio
-
Ubs Group Ag1.55MShares$168 Million0.04% of portfolio