True Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 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 $301,883. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,643
Previous 2,643
-0.0%
Holding current value
$301,883
Previous $310,000
4.52%
% of portfolio
0.11%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding HDV
# of Institutions
815Shares Held
48.4MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$523 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$398 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$358 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$344 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$255 Million0.12% of portfolio